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Commentary, Economy

The Heat Is In The Kitchen

Markets all around the world are crashing. India was down 4% Indonesia: -9% Hang Seng: -5% CAC (France): -5% DAX (Germany): -5% FTSE (UK): –4.6% The US ...
Stocks

4% Down: Worst Day In Two Years

We’ve had a 4% down day on the NSE, with a graph that started ugly and looks uglier: This is the biggest one day fall in two years – since 17 Aug 2009. The ...
Charts & Analysis

Chart Of The Day: Sector Comparison in 2011, FMCG Outperforms

Today’s chart is about how sectors have done relative to each other in 2011. Using the sector indexes, we plot a relative graph of the moves since Jan 2011. ...
Foundations

GMO on Real Estate Cycles

GMO has a great report on Real Estate and what drives it. They say that the drivers are: Demographics: More people, more demand. More people into cities, more ...
Charts & Analysis

Chart Of The Day: CRR and SLR History

Banks are supposed to keep a certain portion of their deposits aside in two compartmentalized areas: a Cash Reserve Ratio (CRR) where banks keep cash (not ...
Charts & Analysis

Chart Of The Day: Indian GDP Components

The Gross Domestic Product (GDP) is usually : GDP = Private Expenditure + Govt Expenditure + Investments + (Exports Minus Imports->Net Exports). How has ...
Premium Portfolio

MV Chronicles: Downside Protection and Understanding Margins

The last two MarketVision Chronicles have some awesome (we’re modest) pieces for you. (You’ll need to register, and it’s Free!) Sep 12: Protecting the ...
Opinion

At Yahoo: The Week That Was

At Yahoo I wrote about The Week That Was: (This comes on CM, delayed) The Index of Industrial Production resulted in Index Reduction as the Nifty and Sensex ...
Charts & Analysis

Chart Of The Day: 2011 Performance of World, BRIC and Asian Stock Markets

Today’s chart compares the index movements of various international indices, and plots the NSE Nifty in them. The best performer has been the S&P 500 ...
Charts & Analysis

September 2011 Advance Tax Numbers

The advance tax numbers, from an email I received: (Amts in Rs. Million. Divide by 10 to get Rs. Cr.) Mahindra & Mahindra 1700 1600 6% Bajaj Auto 2500 2400 ...