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561 ArticlesCommentary

54 / 57

The Market Has No "Godfather"

This has been an incredible 10 days. I watched as things unfolded slowly but surely, in the downward direction. To be honest, it wasn’t unhappiness ...

Jan 30, 2008

Of Crashes And Travels

I’ve been involved in moving to Mumbai – so no posts for the last few days. Today I am in Hubli, and preparing for tomorrow’s drive to Pune ...

Jan 18, 2008

U.S. Horror Stories and Rate Cuts

Capital One, a credit card issuer in the US, cut earnings in a call today: The company said it now expects charge-offs of about $5.9 billion in 2008 amid ...

Jan 10, 2008

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 ...

Jan 08, 2008

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 ...

Jan 06, 2008

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 ...

Jan 04, 2008

Fed cuts rates by 25 bps

The US Fed has cut the fed funds rate by 0.25% and the discount rate by the same amount. This has been taken to mean larger inflows to India but I think the ...

Dec 11, 2007

More Subprime – CDO Insurers Downgrade, Bad Doc Trails and The India Impact

I wrote a long while ago about the Subprime problem in the US, and then followed it up with a few posts on the topic. Let’s see what’s happened ...

Dec 02, 2007

So Exactly How Bad Is The Subprime Problem?

Satyajit Das, who wrote the excellent Traders, Guns and Money, answers this question in an interview: I started by asking the Calcutta-born Australian whether ...

Nov 20, 2007

LIBOR is up to 6.45%

It seems the subprime issues have started to affect LIBOR quite a bit. From the Telegraph: Morgan Stanley said that the recent jump in the benchmark London ...

Nov 20, 2007

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