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Foundations
The New ULIP Regime
(This is an article I wrote recently, so here you go!) The new ULIP regime is here, and insurers must be balking in fear. The changes? Spread commissions over ...
Commentary
OT: Indian Internet Broadband Subscribers at 97 lakh
Grabbing data from TRAI, I managed a few quick graphs on what I’m really looking for. First, a generic look at the Telecom growth in India. Phenomenal, with ...
Foundations
Deepak Shenoy Talks: Nifty EPS
A quick video – excuse the date, and the background noise – that’ll help you understand how to calculate the Nifty EPS (Earnings Per Share): Would ...
Economy
Primary Articles Inflation at 16.8%
Primary articles inflation goes to 16.8%, increasing slightly from the 16.2% last week. Last year, the month of September was benign, so expect a high headline ...
General
Market-Cap to GDP: Nonsense, says Moneylife
Moneylife doesn’t like the market-cap to GDP indicator. Consider for instance, the period between 1994 and 2003 when the economy grew every single year, ...
Opinion
At Yahoo: The Ministry of Mis-selling
I write on Yahoo: The Ministry of Mis-selling Have you missold your ULIP today? Dear Insurance Agent, After the forced rejigging of ULIPs, you must be in dire ...
Foundations
Auto-Debit on Credit Cards: Don’t Do It
Subramoney talks about how his credit-card payment went for a toss, with ICICI Netbanking failing when he most needed it, and he had to pay a fine. A ...
Charts & Analysis
Munger’s Chutzpah, Overheating India, PMI
Mish is pissed at Charlie Munger’s Gall, Chutzpa and Unmitigated Effrontery when Munger thanked God Bailouts were given rather than handouts. I agree with ...
Commentary
Americans Are Not Deleveraging (Yet)
A guest post at Naked Capitalism talks about how American consumers are actually spending, not deleveraging. 6 million homeowners are not paying their ...
Charts & Analysis