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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