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Commentary

RBI Buys 200 Tons Of Gold From The IMF

The Reserve Bank of India has bought 200 tons of gold from the IMF. The deal was done around $1045 per ounce, which means they’ll pay a little less than ...
Economy

Bank Credit Growth in Single Digits

RBI’s friday press release on the Scheduled Bank Business in India as of Oct 23 shows a slight problem with Credit Growth, which is now at 9.69%, the ...
General

Grantham's quarterly – Markets being silly again

Jeremy Grantham’s Must-Read Quarterly for Q3 09 has way too many good points to quote. He slams the current financial system and the key players like ...
General

Stratfor: China's Real Estate Bubble

Stratfor has an excellent article on China’s soaring real estate prices and a potential impact: On Sept. 10, China Overseas Land and Investment, a Hong ...
Commentary

Einhorn VIC speech: Banks Even More “Too Big To Fail”

David Einhorn’s speech at the Value Investing Congress. Great read, even in the tired but roaring bull market: Einhorn Vic 2009 ...
Commentary

Mortgage Prepayment Penalty To Be Removed?

ET: RBI may shelve prepayment penalties on home loans The Reserve Bank of India (RBI) plans to direct banks to stop levying penalty on pre-payment of retail ...
General

Happy Diwali 2009!

First, wish y’all a great Diwali and a fabulous year ahead. Last year, I posted on Diwali about the year ahead. And I was largely wrong. The index has ...
General

RBI Governor Subbarao Speaks on Emerging Market Exit from Stimulus

RBI Governor Subbarao speak with a lot of unanswered questions, in Istanbul. (“Emerging Market Concerns: An Indian Perspective“) From the ...
Commentary

Can't Outsource Due Diligence on Homes to the Financing Bank

A new ICICI Home Finance advertisement on TV (no link) shows a young man telling his dad about his decision to buy a house. The father wisely tells the son ...
Stocks

Reliance 1:1 Bonus and the Brouhaha

Reliance, after years of ignoring shareholder demands, has finally decided to give that 1:1 bonus. Last year, they quoted large investors as being concerned ...