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Stocks
ICICI Bank a “famous but broken” stock: Jim Jubak
From Jim Jubak’s column in MSN Money (10 financials you’ll want to buy): ICICI Bank is India’s largest private-sector insurance and ...
Economy
Kaushik's daily dose of inflation
Kaushik has started an interesting series: A daily dose of deflation. (Read his introductory post) Very important news – often overlooked because falling ...
Stocks
SoS Update: Added Bharti, HDFC, DLF, HDIL, ICICI, Axis
So I’ve been neglecting the shorts lately. Here’s a set of additions. Bharti : Both Telecom and DTH are overcrowded spaces and with recessions the ...
Commentary
Michael Lewis calls the End
A fantastic article by Michael Lewis called “The End“, on That’s when Eisman finally got it. Here he’d been making these side bets with Goldman ...
Commentary
ABX and CMBX: Meltdown
As I’d mentioned in a post one week ago, the ABX indices were hitting lows. Today I checked again, and every single price is at all time lows. The ABX ...
Economy
Real Estate in Denial
(Whisper) Real Estate Developers think it’s a great time for you to buy a house, because prices have “bottomed out“. Agreed Rohtas Goel, CMD, ...
Stocks
ICICI Home Finance Offers 11.5%
From Economic Times: ICICI Home Finance has launched a special offer on fixed deposits with an interest rate at 11.15 per cent per annum, payable annually on ...
Stocks
SBI Chief says 50% real estate correction likely
SBI’s O.P. Bhatt says: “In India we may witness up to 50% correction in pricing in the mortgage markets. If that happens, it’s good news for the ...
Economy
Why aren't we seeing fuel price cuts?
Political and Economic nightmare: World going into recession, everyone’s worried about serious asset price deflation, Auto and Steel companies are ...
Commentary