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Economy

March 2013 IIP at +2.5%, But Lower than March 2011

The Index of Industrial Production (IIP) came in on Friday for March 2013 at 2.5% greater on a Year-on-Year basis. Note that even with this spike (usual for ...
Startups

OT: Are Non-Competes Legal in India? Mostly, No.

Employers routinely hand out pre-drafted agreements that contain clauses like: You will not be employed in a firm that competes with for a period of two years ...
Fixed Income

Bond Market Volumes at Highest Ever, Yields at 3 year Low

Bond market volumes have gone absolutely nuts. Yesterday, the official figure was 123,000 cr. in the government bond market, the NDS-OM. Note: you and I ...
Commentary

Real Estate, Not That Great Long Term, says Ajay Shah

Ajay Shah writes that Real Estate is not a great long-term investment: Too many intelligent people in India believe that one can never do wrong by investing in ...
Commentary

Housing Prices Do Show Signs of a Bubble

In the post-policy press conference, Dr. Subbarao, Big Boss of the RBI, made this innocuous statement: Shishir Shindekar: Sir the housing price index is ...
Charts & Analysis

April 2013 Composite PMI Lowest Since Oct 2011

The HSBC Markit Purchasing Manager’s Index (PMI) was in for April 2013 today at 50.5, the lowest since October 2011. This composite index is an average of ...
Startups

The Earth is Shaking for E-Commerce in India

Is there something really bad happening with e-commerce companies? Recent developments indicate that the space is now going through a massive correction, and a ...
Charts & Analysis

Nifty in April Turns 2013 Around with a 4.4% Return

The Nifty was up 4.4% in a reversal month of April, 2013, bringing the Year-To-Date return up to a marginally positive number (0.4%). May has traditionally ...
Charts & Analysis

RBI’s 2013-14 Macro Policy in Charts

In it’s macroeconomic policy for 2013-14, RBI has cut rates, the only BRIC country to do so. I’m going to do a big chart post with nearly all charts from ...
Economy

RBI Cuts Rates by 0.25% to 7.25%

In the 2013-14 Macroeconomic Policy the RBI has decided to cut rates by 25 basis points (0.25%), bring the repo rate down to 7.25% and reverse repo to 6.25%. ...