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4402 ArticlesDeepak Shenoy

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IT Earnings outlook is negative on EPS growth (FY 10)

Interesting Image from an ET Article: Weakening demand growth to dent IT companies’ profits: How can the FY 10e P/E be greater than the FY 09e? That means, ...

Pakistan Bailed Out by the IMF

Bloomberg: Pakistan Agrees to $7.6 Billion IMF Bailout Program Pakistan agreed to a $7.6 billion bailout loan plan with the International Monetary Fund, to ...

ICICI Bank a “famous but broken” stock: Jim Jubak

From Jim Jubak’s column in MSN Money (10 financials you’ll want to buy): ICICI Bank is India’s largest private-sector insurance and ...

Kaushik's daily dose of inflation

Kaushik has started an interesting series: A daily dose of deflation. (Read his introductory post) Very important news – often overlooked because falling ...

SoS Update: Added Bharti, HDFC, DLF, HDIL, ICICI, Axis

So I’ve been neglecting the shorts lately. Here’s a set of additions. Bharti : Both Telecom and DTH are overcrowded spaces and with recessions the ...

Michael Lewis calls the End

A fantastic article by Michael Lewis called “The End“, on That’s when Eisman finally got it. Here he’d been making these side bets with Goldman ...

ABX and CMBX: Meltdown

As I’d mentioned in a post one week ago, the ABX indices were hitting lows. Today I checked again, and every single price is at all time lows. The ABX ...

Real Estate in Denial

(Whisper) Real Estate Developers think it’s a great time for you to buy a house, because prices have “bottomed out“. Agreed Rohtas Goel, CMD, ...

ICICI Home Finance Offers 11.5%

From Economic Times: ICICI Home Finance has launched a special offer on fixed deposits with an interest rate at 11.15 per cent per annum, payable annually on ...

SBI Chief says 50% real estate correction likely

SBI’s O.P. Bhatt says: “In India we may witness up to 50% correction in pricing in the mortgage markets. If that happens, it’s good news for the ...