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Commentary

Thursday Reads From Gurgaon

I’m in Gurgaon for a week long Dussehra holiday. What I’m reading today: Construction firms are the largest service tax amnesty applicants (Business ...
Foundations

Unravelling the GDP Number: The Perils of Arguing About Real GDP Growth

Finance Minister Chidambaram and BJP politician Yashwant Sinha had a public spat recently about GDP growth rates. According to Chidambaram, the statement made ...
Charts & Analysis

Exports Up 11%, Imports Down 18%, Best Monthly Trade Balance in 2 years

The Trade Balance came in at just $6.8 billion for the month of September 2013. This is the lowest in two years. Imports were down 18% from Sep 2012, from $42 ...
Commentary

Three Reads: High Credit/Deposit Ratio, Bearish US Housing, Trouble in Walmart-Bharti

Manas at Livemint points out to the real reason behind the RBI move yesterday (HT Reader Rakesh/Vandana Ojha): Between 12 July (just before the central bank ...
Charts & Analysis

Currency Notes In Circulation Shows Lowest Growth in 6 Years

In a conversation with @eyeofsiva and @rajivanand on twitter today, there was a discussion about cash in the system: @deepakshenoy second half of the yr is ...
Charts & Analysis

Chart: Dollar Down to August Lows Since Rajan

A quick post on the short term move of the dollar. We are down to just below 62, which is about 10% lower than the recent high, now at levels we last saw in ...
Stocks

Apollo Gets Sued by Cooper for Not Doing Things Fast Enough

Apollo’s deal with Cooper is in some jeopardy. In an SEC Filing, Cooper Tire has sued Apollo for not putting “reasonable best efforts” to complete the ...
Charts & Analysis

RBI Cuts Rates to 9%, Announces 7 and 14 day Repo

The Reserve Bank of India has made an interim announcement to cut the marginal rate to 9% from 9.5%, effectively lowering bank costs of funding. Since Repo ...
Charts & Analysis

FIIs Continue To Sell Debt, Slow Down Equity Buys

Foreign Institutional Investors are continuing to sell debt like it’s going out of fashion. And it probably is. In September, on the back of more than 13,000 ...
Charts & Analysis

Nifty P/E Beats EPS Growth Marginally, Then Breaks Off Downwards Again

The Nifty P/E (Price to Earnings) ratio seems to have gone a little astray towards the end of September, as another quarter ends. At 17.32, the Nifty is not ...