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Commentary
Why not another black money amnesty scheme?
There’s a liquidity crisis out there, and if I may suggest something: Why not another one of those “declare your black money, pay 20% of it as ...
Stocks
A GMR Recap
I haven’t checked a lot of stocks lately – and looking at GMR Infra’s price of Rs. 62 today shocked me. Let’s take a look at what ...
Commentary
Shipping Index deep dives
From Big Picture: The “Ugly” Baltic Dry Index: This is going to cause a lot of damage to companies that have ordered ships because of all the ...
Commentary
What to do now? Gilts, Nifty and No Predictions
A few comments have been mailed in asking “What to do now?”. I wish there was a universal answer but there is not. Here is what I am doing, and my ...
General
News for A Thursday
Interesting news today Russian Ruble falls to 20 month low Crude at $72. This is now half of the $144 price when the fear was of peak-oil and $200 oil. Ted ...
Fixed Income
RBI Cuts CRR by 100 bps again
From last Friday’s move to cut CRR by 1.5%, another 1% has been taken off today. From RBI: The cash reserve ratio (CRR) of scheduled banks is currently ...
Commentary
A 'Gunda' Credit Crisis Intro
If you want to read a “Gunda” based take on the Financial Meltdown (and if you have to ask what “Gunda” is, your answer is no), read ...
Commentary
One Lakh in Jan 2008 = What today?
An interesting ET snippet of what a one lakh investment in Jan 08 would be worth today. Some stocks are down 80+% from their highs, and none of these companies ...
Commentary
Indian Liquid Funds “break the buck”
From Value Research Online: Reserve Bank comes to the support of Cash Funds: RBI has decided to provide a temporary credit line to funds to enable them to ...
Commentary