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Premium
Premium: FIIs are Running Away From Indian Debt
We had a great webinar yesterday, with my explaining my views on the RBI policy. You can download the video or view the recording anytime you like! You will ...
Stocks
Maruti Jitters: Suzuki Goes Alone Into Gujarat
Maruti makes cars. A lot of cars. Over a million cars in the last year. And it’s had problems. Worker union trouble at its plants in Gurgaon and Manesar has ...
Economy
RBI Hikes Rates But Gives Weird Wont-Hike-Further Guidance
RBI raises repo rates to 8% in its Macroeconomic Policy announced today. We are now going back to the same level as in Jan 2013 (My post), when we started this ...
General
Reads: Dropping EM Currencies, Of Mad US Housing, Apple Drops 8%, Aam Aadmi Airline Regulation
Via @palmerandrew: Chart of EM Currencies: 51 million iPhones, 26 million iPads, in one darn quarter. But Apple’s $13 billion earnings was a tad lower than ...
Economy
Four Things The RBI Wants You To Know About Pre-2005 Notes
RBI Clarifies on the pre-2005 note withdrawal announcement today: Further to our Press Release dated January 22, 2014 on the subject and in response to the ...
Premium
Optionalysis: The TTM Debit Spread Worked
After yesterday’s debit put spread, TataMotors opened way down at 375 which was our target. The problem now: should we exit or hold on? The long 380 put ...
General
HSBC Demands “Explanation of Spending” to Let UK Customers Withdraw Their Own Money
It seems HSBC in the UK has been found, by BBC News, to be asking customers making large cash withdrawals to explain why they need it. (HT @AndySwan) Stephen ...
General
An Ugly Week Ahead
Indian ADRs took a beating on Friday: The Dollar-Rupee Equation Went For A Little Toss This is a two month high (last price is the FX-Clear price at 5 pm, ...
General
India Joined a New Band: The Fragile Five!
This is a guest post by Rohit Shenoy, who runs a private investment firm in Bangalore. He has in the past worked with large fund management firms such as GE ...
Stocks