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Startups

The "Quality of Talent" Debate

An Open Letter to India’s Graduating Classes from a KPMG partner is both eye-opening and outrage-inducing. He talks about how our graduating students are ...
Charts & Analysis

Sensex Rolling 5Y Returns at 2.21%

The rolling returns for the Sensex (suitably annualized) are in the graph below: Read this as: At "May 12" the 10 year return indicates the return I ...
Charts & Analysis

Chart: Petrol Prices Up by Rs. 7.5

Petrol prices went up by Rs. 7.5 per liter yesterday, making life miserable for nearly all Indians. Turns out Goa is the cheapest petrol in the country, ...
Commentary

FaceBook and Unfair Disclosure

The Facebook IPO has underwhelmed. US IPOs are first sold to any investor who can wiggle a favour from their broker, and then listed. The IPO was at $38 and ...
Economy

Dollar Above 55, RBI Needs To Open Up

The USD-INR ratio has reached Voldemort levels, meaning you don’t talk about it anymore. While the RBI ref rate is still 54.88, the trading in the spot ...
Commentary

Of Quants And Mad Traders

From The Daily Beast, Quants, Derivatives and the Myth of the Rogue Trader: (HT: @ashenoya) Just what did these sorcerer’s apprentices do all day? The City ...
Charts & Analysis

Is The Market Looking To Rally?

With this month having seen a big fall, and markets looking very haggard, are looking to see a big rally? I use an indicator – the net number of stocks ...
General

Grexit The Spuck Out Of The Euro

Greece is preparing to leave the Euro, it seems. So they’re calling it the Grexit, which has just beaten "PIIGS" to being the worst ...
Commentary

The Drachma Drama

I write at Yahoo: The Drachma Drama Two years ago, there was a crisis in Greece, when it couldn’t pay back debt that it had taken. The government’s ...
General

TataSteel: Negative Returns Over Five Years

Tatasteel fell below Rs. 400 on Friday, as it announced dismal results in 2012. With an EPS of just Rs. 4 for the last quarter of FY 2011-12, and a drop of 42% ...