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Charts & Analysis

Nifty more than 30% away from the 200DMA

Looking at the Nifty with it’s 200 day moving average (200DMA) produces a story of extremes. (Click for a larger image) Distance % is the difference with ...
General

Quick Nifty PE post

A quick take on the Nifty P/E and EPS growth till now: (Click for a larger image) At the 4700 levels we are at a P/E of 20.94, which translates to an EPS of ...
General

SoS: Rollover, Crappy Performance and A Holiday

Rolling over all positions from the Short Only strategy as is. No change in my outlook from a fundamental perspective, though I’m close to stop losses on ...
General

BDI drops 30% in Aug, Nat Gas at Seven Year Lows, Copper Climbs

Amidst glorious stock market movements and fantastic upturns, it’s evident that any negative news is going to be looked at with scorn. Still, it’s ...
General

HDFC issues 4000 cr. debentures, 300 cr. worth warrants

HDFC is looking to sell a 4000 cr. non convertible debt issue to institutions. There are two parts – two year debt of 2000 cr. at a yield of 7.15% ...
Fixed Income

Another Gilt Auction devolves

RBI’s 12,000 cr. auction today was undersubscribed – meaning, not enough buyers – to extent of 912 cr., or 7.6% of the auction amount. This ...
Fixed Income

Gilt Fund – Getting out half – yield at 7.18%

I’ve been holding on to the gilt fund for a while and I’m sick of it – the yields are going up and prices are falling. At 7.18% it’s ...
General

Restarting SoS: ICICIBank, HDFC, RelInfra, Nifty

I’m restarting the Short Only Strategy. After a pretty good bull run, there seems to be some weakness. I think I may be too early; this of course has no ...
Commentary

New Tax Code: EET Regime and Tax Saving Schemes

The new Direct Tax Code is out (full draft) and proposed to cut taxes dramatically starting 2011. From a current slab of about 1.6 lakh, 3 lakh and five lakh ...
Stocks

Borrowing to buy IPOs – Another Bubble in the making

LIvemint/Reuters: Brokers making costly loans to IPO speculators Mumbai: Indian brokerages are borrowing ultra short-term money at almost twice the market ...