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Charts & Analysis

Nifty EPS at 237, 6.76% EPS growth, P/E 23

As data points go this is disappointing. The Nifty Price to Earnings ratio (P/E) is at 23, the Nifty Earnings Per Share is 237 which is a 6.76% growth from ...
Economy

No Dividend Distribution Tax for Debt Funds?

The Direct Tax Code has no DDT for debt or non-equity funds. Currently, for liquid funds, dividends are taxed at 25% plus the surcharge and cess, which adds up ...
Opinion

At Yahoo: Too Few Investors

I speak about the lack of active investors over at Yahoo: Too Few Investors. A question was asked in the Rajya Sabha of the Namo Narain Meena, MoS in the ...
General

Will India’s Share of World GDP Mean Revert?

An interesting presentation on the Asian Financial Sector by Pedro Rodeia, Head of Asian Financial Institutions Group at McKinsey. (Thanks Arvin for the tip!) ...
General

Oil Bill up 51%, Trade Deficit at $43B

India’s Oil Bill is 51% higher than last year for the April to June quarter. Sure, the average oil price has moved up from $60 average last year to about $70 ...
Economy

India Direct Tax Code Bill Tabled in Lok Sabha

The Government introduced the Direct Tax Code Bill today. After some serious amount of searching, I found the bill online, after struggling with pages timing ...
Commentary

SEBI allows Mobile Trading, Smart Order Routing and More…

In a sudden flurry of announcements, SEBI changes the technology game. Mobile trading will be allowed. Meaning, you will soon be able to trade directly from ...
Economy

Food Inflation at 14.75%, Scary revisions 2%+

Primary articles inflation (mainly food) was announced at 14.75% but as usual what is worry is the restatement of past data. Primary articles inflation of 18th ...
Commentary

Direct Tax Code Bill Kinda-Sorta Happens

The Union Cabinet has cleared the Direct Tax Code bill, which means nothing other than it will actually be cleared by December if it’s tabled on Monday, and ...
Opinion

On Yahoo: Survivorship Bias

My latest at Yahoo, on Survivorship Bias: “If you had bought Praj Industries at Rs. 2 in 2003 for just 100,000 rupees, it would be worth Rs. 40 lakh ...