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Charts & Analysis

Charts: Imports Flat, Exports Up 13% in August 2013

The trade data for August 2012 shows a marked increase in exports, with flat imports (in dollar terms), making it possible for the lowest monthly trade deficit ...
Economy

Regulate Payment Systems, But Let In More Players

Medianama has a great post on what the new RBI Governor should do about Mobile Payments. India has been a graveyard of mobile payment companies (MChek, Paymate ...
Charts & Analysis

The Rajan Impact on Sectors

Since Raghuram Rajan has come on board, in just two trading days, the Nifty is up 4%+. This of course has been the broad market, but what really has moved? The ...
Commentary

NSEL E-Series Gold and Silver Audited by Sharp & Tannan, Redemptions Could Be In Cash

A lot of people are worried about what to do with their NSEL e-Series Gold and Silver holdings, which are in demat mode. Should you convert them to delivery? ...
Commentary

NSEL’s Insider Nexus, Gets Called For Fraud, Serious Media Attention

The 5,500 National Spot Exchange Scam now gets even more mainstream media attention. Here are some links. Outlook comes out guns blazing, firing at Jignesh ...
Fixed Income

Rajan Welcomed Well By Equity and Dollar, Bonds Don’t Like Him

The entry of Dr. Raghuram Rajan has taken the Nifty up 7%, and the bank nifty up over 12% from its lows. The Nifty is now touching the 50 day moving average. ...
General

MCX Loses 40% of Total Open Interest In The Last Few Days

While MCX Shares hit upper circuits everyday, something’s wrong with the picture here. The open interest is what is carried over to the next trading day. ...
Commentary

Six Myths About The Food Security Bill

I write about the Food Security Bill at Yahoo: 1. The Food Security Bill (FSB) costs 1 percent or 3 percent of India’s GDP, so it is expensive or ...
Charts & Analysis

US 10 year Hits 3%, FIIs Take Out 73K Cr. in 3 Months

And that’s the highest in over 2 years: And in the process, the world’s largest mutual fund takes a $41 billion loss. Impact: To us, the problem is of ...
Stocks

Tech Note: BHEL Does Well, Look For Gap Traverse. ACC Might Set Up

In a post on August 23, I wrote about a setup I saw in BHEL which seemed to follow a nice W pattern involving a lower bollinger reject and a potential move up. ...