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Month: April 2015

3 / 5

Optionalysis: Reliance Steams Up Ahead of Results!

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VRL Logistics IPO: Lower P/E Than Peers, Worth Applying For

There’s another IPO out: VRL Logistics . Many of you have asked in the Google group about this IPO, and here’s the specifics: The Details VRL is ...

Telecom Companies are NOT Losing Money To Data Services: The Net Neutrality Debate

The arguments by Telecom Operators against “Net Neutrality” – or their desire to not just charge users but also website and application owners for ...

March 2015 CPI Inflation Moves Down To 5.17%

After three months of rising headline inflation, we seem to have substantially moderated to a low 5.17% in March, on the consumer inflation front:   Some ...

The Potential Impact of the Real Estate Regulatory Bill: Bad in the Short Term, Good in the Long Term

The Real Estate Regulatory Bill will hopefully be passed by parliament soon, with or without amendments. Here’s the salient points and how it affects the ...

Outliers: Rating Agencies and A/C Makers Suddenly Outperform, and Watch Vinati Organics

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Satyam and the Case of Big Hairy Manipulative Scamming Promoters in the Stock Market

The case of Satyam has finally been decided. In December 2008, just after the collapse of Lehman brothers, one of India’s largest outsourcers, Satyam, ...

Macronomics: Why Inflation Might Be Back, As RBI Goes Aggressive on Forex Reserve Building

In this Macronomics piece, we talk about how the RBI is going about building our Forex reserves and why that might affect inflation. This post is for Capital ...

IIP At a High 5% in Feb 2015, But Mostly Due To Base Effect

The Index of Industrial Production (IIP) for Feb 2015 came in at 5%, which was a biggest we’ve seen in years. However, note that much of this is due to ...

RBI Is Buying Dollars Like They're Going Out Of Fashion, With Reserves Up To $347 Billion

RBI’s forex reserves are up to a record $347 billion, including its known forward exposure. In data released today, RBI’s forex numbers came in at ...