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Commentary
Hiding Data, Ice Cream Inflation, Oxed LIBOR and More…
There’s so much to post, and not enough time. Recognizing the power of data, it seems the government is trying to hide it, by removing detailed ...
Opinion
Is the Indian Consumption Boom Over?
I write at Yahoo on the End of the Indian Consumption Boom: Things are changing, ever so slightly. The story of the last 10 years has been that of an ...
Charts & Analysis
Jun 2012 CPI Inflation Still in Double Digits: 10%
In more depressing news, India’s Consumer Price Index (CPI) is still in double digit inflation mode, with Jun 2012 going up to 10.02%. The graph has ...
Commentary
How the USD-INR rate is calculated, from RBI's Subbarao
In his recent speech, RBI Governor D. Subbarao says this: Can we have problem similar to LIBOR here in India? The counterpart of LIBOR in India is the less ...
Charts & Analysis
Cannot Rely on First Cut Inflation Numbers; June 2012 at 7.25%
Inflation data comes riddled with past revisions that make the headline figure of 7.25% (an improvement over the 7.55% last month) feel like a farce. If you ...
Charts & Analysis
Nifty Snapshot: Upper band of P/E, Death Cross
Looking at the Nifty over the last five years shows you where we are today, relatively speaking. The current day P/E (trailing twelve months) is at 17.2, which ...
Economy
May 2012 IIP Up 2.4%, But Watch Revisions
The Index of Industrial Production (IIP) for May 2012 was at 170.4, a 2.4% increase over the same level last year. But you must note that this can be massively ...
Commentary
WTF: Reading Too Much Into Bulk Deals
Firstly, apologies for the small hiatus in posting. I am consulting with ICreate, a company that does banking BI (and is founded by two close friends, so ...
Opinion
Making Sense of Dividend Announcements
I write at Yahoo: Making Sense of Dividend Announcements: “1860% dividend announced”, goes the headline. You’re excited. But the question ...
Charts & Analysis