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Charts & Analysis

Deficit funding – Using the PSU share pool

So Bond yields are at serious (recent) highs – 6.83% and counting. So the government is unlikely to get a huge bond sale through – but that is a ...
Economy

Protectionism will hit Employment, not Goods

From the Wall Street ...
Commentary

"Older Posts" in my Blogger Template

This has been ticking me off for a while. I use Blogger “templates” and not “Layouts”, and there has never been the ability to create ...
Commentary

John Mauldin: The Law of Unintended Consequences

John Mauldin’s Thoughts from the frontline: The law of unintended consequences: In the beginning there were ratings agencies, and they rated corporate ...
Opinion

Subhiksha: Another Satyam in the making?

Sidin Vadukut writes at Mint, about the potential acquisition of “Blue Green Constructions and Investments” by Subhiksha, the ailing retailer whose ...
Foundations

Buy and Hold: Cracks in the wall

There is the theory that one can buy stocks or an index, and hold for a long long time, and boom, we have a winner. This theory has been peddled to ...
General

Jon Stewart On CNBC and Rick Santelli

So funny. And to think I actually defended Rick on a forum (more like noted he wasn’t quite an ...
Stocks

Letter to PFRDA : Why go back to Requiring Rating for Bonds

The PFRDA seems to have ditched the Expert Group. In it’s call for comments, I notice that they have both an incorrect entry (of what the Expert Group ...
Stocks

S&P wants rating agencies to be regulated

Bloomberg: S&P calls for greater regulation on credit ratings. (Hat tip: The Big Picture) Standard & Poor’s called for more regulation of ...
Economy

RBI cuts rates by 0.5%

RBI has cut interest rates by 0.5%. The repo rate is now 5% and reverse repo at 3.5%. The 10 year bond yield had spiked back to 6.46% after a few days of ...