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Opinion

Is the Indian Internet a Bubble?

With the valuation at Flipkart going to $1bn, that is the question. $1bn is 4,500 crores, more than the other “real” internet company listed in ...
Charts & Analysis

Indian Market Snapshot: 02 Aug 2011

The market reversed all of yesterdays gains, ending down 1.09% at 5457. Much of the damage was in the midcaps, and overall, tough car sale numbers (down 15%) ...
Charts & Analysis

India PMI Dips to 53.6, But is Best of BRIC

The HSBC Markit India Purchasing Managers Index PMI for July 2011 recorded another decline, moving down to 53.6. This is a 20 month low. The index above 50 is ...
Foundations

Don't Buy A 1 year FMP: Taxes Will Apply Under DTC

Fixed Maturity Plans are being touted as the new way to lock yourself into about 10% yields. But Sandeep Shanbhag mentions why the Direct Tax Code screws the ...
Foundations

MV Chronicle: Understanding The Stop Loss

At the MarketVision Chronicle, I write about Understanding The Stop Loss. (You need to register, free) The Stop Loss It’s been a rough week with my back ...
Commentary

Video: Q&A On Noida Property With JagoInvestor

I’m interviewed by Manish Chauhan at JagoInvestor on the Noida Extension issue. The Supreme Court’s verdict to return Shahberi land to villagers ...
Foundations

Why Only Interest Rates?

(From my Yahoo Piece) The Reserve Bank of India increased interest rates by 0.50% on Tuesday, going beyond the expected 0.25% estimate. The Repo rate is now at ...
Charts & Analysis

Indian Market Snapshot: 29 Jul 2011

The Nifty lost big-time in the last two days. The Justice Hedge report in Karnataka took Adani group stocks down as much as 20%, with even the distant Mundra ...
General

Speak Asia COO Tarak Bajpai Arrested

According to HT: The Enforcement Directorate (ED) on Friday took online survey company Speak Asia COO Tarak Bajpai in custody. The online survey company has ...
Commentary

SEBI: MF Commissions Back, Takeover Norms Changed and More…

SEBI has made some dramatic new announcements in its board meeting today. Details are sketchy (we only have a basic press release) so there is no way of ...