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Opinion

S&P gets wiser, Realpoint moves in to fill the "gap"

Time for some rating agency news. S&P threatens to cut CMBS ratings, so people are rushing to Realpoint (news by Reuters), another yet-to-be-approved CMBS ...
Stocks

DLF says house prices might be going up

Mint: DLF sees property prices going up DLF Ltd, India’s largest listed real estate firm, sees signs of recovery in the country’s beaten down residential ...
Stocks

RIL's Subsidiary Is Bankrupt

BS: RIL’s German subsidiary files for insolvency RIL sources said Trevira saw losses amounting to millions of dollars in 2008, especially after the slump ...
Economy

Inflation Graph: Keeping above zero, but how long?

Inflation’s holding (or “being held”) just above the zero line, over the last few weeks. So much for my prediction of negative rates! ...
General

SoS Update: Nothing yet, New positions will come soon

The Short Only Strategy has not had any transactions for a while, for good reason – the market has strength! But it looks juicy for the next round, and ...
Stocks

GDP up 6.7% but Nifty EPS down 9%

According to Bloomberg, India’s economy grew “more than estimated” at 5.8 percent last quarter, to take the annual growth in the last four ...
Stocks

NSE changes lot sizes for 144 stocks

After the sudden upmove, a number of stocks have gone so far north that their lot sizes, which are usually calibrated to about 2 lakhs worth contracts each, ...
Economy

NPS (New Pension Scheme) has "hidden" charges

Sanjay Bhargava points me to this livemint article: India’s New Pension System (NPS) promises the lowest fund management charges. But a closer look at the ...
Economy

Hiding ULIP Commissions: Riding on Confusing Customers

A friend recently told me about Birla Sun Life’s Dream Plan and how they had “zero commissions”. The skeptic that I am of greedy ULIPs and ...
Economy

Low Cost Housing – Not quite "Altruistic"

Forbes India on Jerry Rao’s New New Thing: His hypothesis is a simple one. India’s real estate boom was built around its emerging middle class. Nobody ...