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Month: November 2014

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The Russian Ruble Continues to Fall, Loses 40% in 2014

The Ruble has crashed to 46 to a dollar. The currency has fallen from 32.6 in Jan 2014 to lose more than 40% in 10 months. Russia increased interest rates by ...

Macronomics: Forex Data Shows Heavy RBI Buying, FPI Inflows and Good Times for Yen Borrowers

A look at the proceedings in forex in the last month tell us a story: • While the rupee was flat against the dollar, it appreciated vis-a-vis the yen, ...

GTL Infra Debt Payments Mount; Potential Default on The Cards?

Recently, an article in Business Standard claimed that based on their sources, GTL Infrastructure had apparently defaulted on their loans. “More than a dozen ...

RBI Removes 46,000 cr. of Money Supply, Sells Bonds. What’s Cooking?

Exactly what is the RBI doing? It’s just conducted a reverse repo auction (where banks park cash with the RBI) for a whopping Rs. 45,663 cr. Banks have ...

Capital Mind Gets it Right: RBI asks Government To Hedge Crude Exposure

A few days back, I appeared on ET Now in a show hosted by Ayesha Faridi and Niraj Shah, where I spoke about Oil Hedges: And then I spoke of how India should ...

Nifty EPS Growth Continues To Be Sub 15%, P/E Not In Bubble Territory

On popular request, here’s the Nifty Price to Earnings (P/E) ratio chart. Alongside we plot the Earnings growth on a per share basis: A few things stand ...

The Government Talks Austerity; Mid-Year Fiscal Deficit Highest in 5 years

We’re a little more than midway into the Financial Year 2014-2015: perfect time for a comparative analysis of the performance of the new government. How bad ...

Unbreaking News: Amazon Is Not About To "Shut Down its India Operations". It is as Likely to be Indicted for Fraud

Please. Let’s calm the Eff Down, Okay. There are headlines going around saying Amazon might shut down because, and please breathe deeply or you’ll ...

Nifty's 4.5% Move in October takes 2014 returns to 32%, Best Year Since 2009

October went up a brilliant 4.5% on the indexes, taking the Nifty’s 2014 returns to 32%. The surge since Diwali has been over 500 points on an index that ...