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Commentary
Do we NEED a recession?
I’m moving to Mumbai soon, and have just returned from a family trip to Mumbai and Delhi, back to Bangalore. This post is not going to talk about ...
General
Subprime Hits India
From Rediff: State Bank of India, ICICI Bank , Bank of Baroda and Bank of India are set to book mark-to-market losses on the exposures of their foreign offices ...
Commentary
Minformed Investing?
An article by Will McClatchy blames SEBI for being anti-foreign investors. (Hat Tip: Manish Jain) The top gaining exchange-traded fund of 2007 is going out in ...
Stocks
Reliance Power Will Pay 80 cr. to Licence Their Own Logo
In Reliance Power’s Red Herring Prospectus, page 25 of the PDF, there’s a phrase worth watching: The trademark, name and logo do not belong to us. ...
Economy
Chidambaram Asks Banks To Lower Rates
The Finance Minister, P. Chidambaram, asked banks to reduce interest rates by 0.5% (both lending and deposit rates). This may signal a change of stance by the ...
Commentary
Nifty's P/E is 27
The Nifty P/E is now officially 27. This is close to being the most expensive Nifty in the last eight years: It’s tough to decide where to go, but ...
Stocks
What would I buy in 2008?
2008 is here and have I changed my bearish stance? To a certain extent I have. I still think there is value in there worth buying but to be honest there is ...
Premium Portfolio
Mini Contracts and No Mutual Fund Entry Load
Mini Contracts NSE has introduced “mini-contracts” on the NIFTY. These are exactly the same as the futures contracts on the Nifty, but have a lot ...
General
Happy New Year
Welcome to a New Year, and wishes to all my readers for a very happy, prosperous and thrilling 2008. I thought of having a resolution, but it was too much ...
Stocks