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General
Subprime In A Lighter Vein
My dear friend Mohit sent me this incredible presentation on Subprime. (Larger version) And then this absolutely hilarious ...
Stocks
Reliance Power Bonus Still Yields No Value
I’ve changed this post in accordance with extremely recent news that the bonus is likely to be 1:3 or 1:5. I moved the P/E down to 14 from 15, and ...
Stocks
Reliance Power Bhi Kabhi Bahu Thi…
…looks like the new TV serial in town. More melodrama. Now Anil Ambani wants to assuage investors in RPOWER by giving them bonus shares immediately after ...
Premium Portfolio
Margins – an NSE FAQ
NSE has released a detailed article on margins and how they are calculated. While some elements here are mathematical you can understand how margins work in ...
Commentary
EPS Growth Suspect in the US Also
From John Mauldin’s Frontline Thoughts: On January 18, 2007 S&P estimated that as-reported earnings for 2007 would be $89.10 per share. The index ...
Commentary
Lenders Are Selling Their Bad Home Loans
It seems that ICICI bank has sold some of its non-performing loans to Arcil. Rajiv Sabharwal, head of retail assets at ICICI Bank confirmed that ICICI Bank had ...
Stocks
Global IT Spends to reduce in growth
From Financial Times: Global spending on IT goods and services is expected to grow to just $1,695bn in 2008, a 6 per cent increase on last year, according to ...
Commentary
The Madness of Insurer Downgrades
The US madness is poised to hit us very soon. Note that I say poised to hit us – it has not quite hit us, and it has not quite hit America either. This ...
Stocks
Reliance Power In The Doldrums
The Reliance Power stock has had a shocking listing (excuse the pun). With an issue price of Rs. 450, the stock started off at Rs. 530 and then went into a ...
Commentary, Stocks