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Economy
Black Money Cushioning Real Estate
Swaminathan writes: But Indian borrowers do not walk away from their homes — and loans — if prices dip. This is because a large proportion, often half, of ...
Stocks
BHEL: Results Out, Nothing Spectacular To Report
I’d mentioned BHEL around April 2 last year, when they announced fairly good results. Today they announced their provisional results. The EPS growth is ...
Commentary
Old Is Gold But ETFs Are Better Gold
From Prerna Katiyar, in an ET Article: Unfortunately, most of us think quite like Mr Gupta. That is, if we had purchased gold at, say, Rs 10,000 (per 10 gm) ...
Opinion
Dishonest Truths
Ajit Dayal’s latest article in “The Honest Truth” talks about how Quantum, the mutual fund house he owns, invests in “value”. I ...
Commentary
SEBI Tightens the Screws On Brokers
SEBI’s new proposed rules for brokerages include very strict guidelines on how they should work with their clients. Some salient points. The ...
Stocks
Companies must show mark-to-market losses on Derivatives: ICAI
The Institute of Chartered Accountants of India (ICAI) has announced that companies holding derivative contracts must provide for losses on them on a ...
Commentary
The End Of The Road For Ambac and MBIA?
This is a non-India post. But it has some significance to the Indian markets. Ambac and MBIA are bond insurers in the US – called “monolines” ...
Commentary
Inflation at 6.68%
The latest weekly release of the WPI Index, according to the Economic Times, is at 6.68%. This is the highest we’ve seen for a while. High inflation is a ...
Stocks
Teledata – Proves my low P/E idea wrong!
A reader commented on my Mudra post: Deepak..nice analysis. I remember your succesful calls like BHEL and after a long, long time, you have given a stock idea. ...
Stocks