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General

Confessions of a Rally Misser

Today I sat back and read nearly all the stuff I’ve written for the last few months. It looks incredibly bearish – and I’m starting to feel ...
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General

ICICI double lends against same properties after selling loans to ARCIL [Updated: News Denied]

Updated: ICICI prints a retraction, and ICAI says it denies such allegations. ICAI Denial: (Click for larger images) Funny, ICICI says “The article is ...
General

SoS: ICICI Bank Stop Lossed, DLF Put added

I’m getting out of ICICI Bank in the Short Only Strategy. It’s crossed the stop loss of 15% I had set. The rest of the positions are still within ...
Commentary

Omaxe Axing Projects, Owners Furious

Praveen Singh at the Indian Express on property developer Omaxe’s Execution Failure: PM Senthil Kumar, a Delhi-based executive, booked a flat in ...
General

Sensex EPS is 772

A year back, I wrote about the Sensational Sensex EPS Story: So I read through some past projections of the Sensex EPS as of March 09. Kotak Securities’ ...
Foundations

FDs or government bonds better than "Insurance" plans

A twitter discussion led Ganesh Babu into writing about how insurers take you for a ride. An ad at www.simpleinsurance.in from ICICI shows you how, if you ...
Stocks

Oil India IPO

A lot of you have requested comments on the Oil India IPO. I’m a sucker for IPOs which give you a P/E or 10 or so, and it seems this one fits. So my ...
Commentary

Very Important Items to be Added in the WPI

Business Standard: Mobiles and Digicams to be added to WPI (HT commenter Bingo) Over 300 new items such as mobile phones and digital cameras would figure in ...
Charts & Analysis

Nifty Breaks out at 4800?

Nifty closes at 4782, a 15-month closing high and a pretty strong close. Are we out of the woods? From a yearly high perspective, it seems like a strong ...
Charts & Analysis

Inflation rearing it's ugly head? Or a head fake?

A quick look at the latest inflation chart: (Click for a larger image) We’re just a tad off the all time highs in the WPI. What happens now? Two ...