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General

Telecom: MNP and Spam Curtailing

Two interesting things are happening in the Telecom world. Mobile Number Portability Starting Jan 20, you’ll be able to change your cellphone service ...
General

Buy the Rumour…

Jayant Pai at PPFAS talks about how markets react wildly to news: A friend of mine who is a newly converted equity investor was rather perplexed with regard to ...
Commentary

MarketVision Chronicle #2 is out: FII, Onion Prices and more…

Read the MarketVision Jan 15 Chronicle with FII data, Onion Prices and more… (For registered users only – Registration is FREE, click here) This has ...
Stocks

HDFC Grows EPS 30.46% in Q3 FY 11

(Repeated from the MarketVision blog) Going pretty well, this story is. Reasonably revenue growth, nearly 20%. Interest payments went up lesser. This is ...
Opinion

December Inflation at 8.43%, Sounds Too Low

The latest release says the December 2010 overall inflation is at 8.43%. Interestingly, manufactured goods saw only a 4.46% inflation, but Fuel saw 11.19% and ...
Stocks

Sintex: Q3 2011 EPS Up 55%

Sintex has shown great Q3 results. Revenues are up 41% and EPS is up 55%. At 170, the stock quotes at a P/E of 11 on the trailing 12 month EPS of 15.88. Sintex ...
Foundations

At Yahoo: Market Interventions

I write at Yahoo on Market Interventions: There were riots in Bangladesh on Monday when markets went down 9% in an hour. Stocks fell, presumably because their ...
Economy

Primary Articles Inflation at 17.58%

The first data of 2011 is out – Data for Jan 1, 2011 shows Primary Articles at 17.58%. As usual, the revisions of past data are huge. The monthly data is due ...
Stocks

Infosys Dec 2010 Results: Not Impressive

Infy announces results. They aren’t that great. Revenues above 7,000 crores. Grew that over 20%. Net profit at 1,780 crores, which is 14% growth. EPS at ...
Economy

November 2010 IIP comes in at 2.7% Growth

I don’t trust the (first estimate of) Index of Industrial Production that is released monthly by MOSPI, because it is subject to so many revisions that ...