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Stocks

SAIL Results: Down 55%, Shady Forex Move

The latest SAIL results had this to say: vi) Due to unusual and steep depreciation in the value of the Rupee against US Dollar and Euro during the current ...
Charts & Analysis

Weekly Market Snapshot: Down 1.4%

Markets came off the highs last week, and failed to go over the 200 DMA, as they lost 1.4%. The P/E has gone up to 19.21 as Earnings on the Nifty have fallen ...
Charts & Analysis

Chart Of The Day: Coldest November in 9 years

2011 seems to be colder year than most of the last 9 nine years, at least out here in Gurgaon. I found a dataset of world temperatures at 14,000 ft (okay, ...
Commentary

Greece And Markets….

The story about Greece and international stock markets. Greece needs a bailout. Reaction: OH MY GOD! All the banks in the world will die! We have to find them ...
Charts & Analysis

Chart Of The Day: Bonds Vs Stocks in India

Much has been made of the US 30 yr bonds now returning more than stocks. India is new in terms of data, and I acquired 20+ year bond index data from CCIL (only ...
Charts & Analysis

Primary Articles Inflation For Oct 22: +12.08%

Quick note about Primary Articles Inflation on the week ended 22 Oct: Up 12% from last year: I’d mentioned last week that the headline numbers will look bad ...
Stocks

Piramal Heathcare Settles Lawsuit, Amends Articles

Two pieces of news on Piramal Healthcare (PIRHEALTH). In one, they settle a patent case with Baxter, which had sued them about over the inhaled anaesthetic ...
Charts & Analysis

India’s Manufacturing PMI for Oct Goes Up To 52

The HSBC India Manufacturing Purchasing Managers Index is out for October, improving to 52. This could just be the Diwali impact, in terms of a resurgence of ...
Commentary

Of Markets And Casinos: A Video

An humourous speech by Prof. Vaidyanathan: Less than 10% of household savings are placed in the stock market. And FDI+FII isn’t more than 8% of investments. ...
Fixed Income

Cherry Picking 30 Year Bond Data?

Bloomberg posts an article about how in the last 30 years, bonds have beaten stocks. But turn the clock back 30 years ago, and what do you find? In 1981, the ...