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China Beats The Next 10 In Steel, Added Up!

Data from the World Steel Organization for 2010 is in, and there’s an incredible show out there. China, with 626 million tons of production, is greater ...

Brokerages Getting Hit By The Crash

Markets are down nearly 20%, and some stocks over 50% in the last three months. Brokerages are cutting down on employee costs by slashing salaries or letting ...

Michael Lewis on Ireland

An excellent piece on Ireland by Michael Lewis. Lewis writes ridiculously well, a writing that is about people and places and interactions and inanities, all ...

Surjit Bhalla: Black Money in 2009=1 lakh crore

Mr. Bhalla says something interesting; that the amount of black money in the country is overrated. He complains that political parties that claim that 50% of ...

Telecom: MNP and Spam Curtailing

Two interesting things are happening in the Telecom world. Mobile Number Portability Starting Jan 20, you’ll be able to change your cellphone service ...

Buy the Rumour…

Jayant Pai at PPFAS talks about how markets react wildly to news: A friend of mine who is a newly converted equity investor was rather perplexed with regard to ...

BDI Drop No Big Deal? Careful with Shippers

In the MarketVision Newsletter #1 I mentioned the Baltic Dry Index, and that it may be a concern as the rate was the lowest in nearly two years. Calculated ...

Happy New Year 2011!

Wish you all a wonderful 2011 and hope you have a great year ahead. The last year has been a sabbatical of sorts, with my looking at various opportunities, ...

Out For A Few Days

As I have family over, I might not be available for the next few days – till the 27th. Catch you then, and Merry ...

India Q2 GDP Growth at 8.9%

From the official report: ESTIMATES OF GDP BY ECONOMIC ACTIVITY (a) At constant (2004-05) prices 2. Quarterly GDP at factor cost at constant (2004-05) prices ...