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Foundations

The Right Sort Of Company

I write at Yahoo: The Right Sort Of Company “Good Morning, Sehgal sa’ab”. It wasn’t a reference to Mr. Sehgal’s car. ...
Foundations

Primary Articles Inflation Was 16% in Apr, revised up from 12%

In the great wool pulling exercise that is Indian economic data, we first announce a “preliminary” number for inflation and later, revise this ...
Stocks

Indo Asian FuseGear Withdraws Merger

I’ve been updating a Live post on Indo Asian FuseGear where the company has more than 2x of its market cap in cash, and is an interesting stock. In May, ...
General

Out On Vacation

The rest of this week will see light or no posting as I’m off for a break. Gurgaon is too darn ...
General

SCORES to Settle Company Scores

SEBI has now set up SCORES, the Sebi COmplaints REdressal System. This is now an online investor grievance redressal systems for investors in companies. (See ...
Foundations

MV Chronicle: Equal Weighted Indexes

Read the MarketVision Chronicle on a Democratic Nifty – Equal Weighted Indexes: An Equal Weighted Nifty   We’ve all heard of the Sensex and Nifty. ...
Opinion

Dirty Money Is Not Just Black

(From my column at Yahoo!) We complain about black money. For most of us, black money is money in suitcases, printed notes of currency. We imagine that there ...
General

Oxfam's Response To Expense Ratios

Oxfam’s CEO, Nisha Agrawal, connected with me and over a few emails put in her view of the expense ratio, in response to my article on Oxfam’s cost ...
Opinion

Chinese Housing Prices Are Down, Indian Are Up

From the WSJ: The Great Property Bubble Of China May Be Popping After years of housing prices gone wild, China’s property bubble is starting to deflate. ...
Opinion

Inflation Back To Crazy Revisions

Primary Articles Inflation (which is mostly food, and is about 20% of the overall inflation figure) came in at 11.52% for the week ended May 28. (We only get ...