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Stocks
GMR and The Pile Of Cash
Don’t you just love it when companies have too much cash. The reason there is no question mark there is : it’s meant to be rhetorical. GMR ...
General
Three Market Idiots by Brett Steenbarger
Three types of idiots exist in the market, says Brett Steenbarger of Traderfeed. The True Believer The Gambler The Self Promoter All of us know some of them, ...
Stocks
Suzlon's REPower Stake Sale a Negotiating Tactic
DNA: Suzlon Energy hints at selling stake in REpower. Home-grown Suzlon Energy is looking at selling a part of the stake it holds in German wind energy peer ...
Stocks
Aztec’s Story – From Rs. 80 to Rs. 80
In the second half of 2000, Bangalore was splashed with billboard advertisements about the next new thing, the software company anyone should want to work for. ...
Commentary
Nifty EPS growth now 11%
On Feb 11, I’d written that Nifty’s yearly EPS growth was only 13%. The story gets worse. As of May 16, EPS growth has been just 11%, from 211.72 ...
Commentary
Inflation, Oil and Exchange Rates
Inflation is at 7.85%, a 44 month high. And oil hits $128 for reasons unknown, but everyone speculates on the causes. With the INR-USD rate at Rs. 42.5+, the ...
Commentary
ICICI Commercial Vehicle Loans Downgraded
From FT: The rating agency CRISIL has downgraded ICICI Bank’s securitised commercial vehicle loan pool worth over Rs 82 crore due to a drop in ...
Commentary, Stocks
SEBI makes Mastek change Buyback norms
From Fundoo Professor: Mastek published an important notice in The Financial Express (page 11, New Delhi edition dated may 16, 2008). The company disclosed ...
Commentary
More Pooling Problems for PMS Providers
Hindustan Times: ‘No pooling’ norm to hit PMS hard: As per industry estimates, close to Rs 10,000 crore is housed in portfolio management schemes, ...
Economy