Capitalmind
Capitalmind

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FIIs Starting To Exit in November 2010?

Foreign investors seem to have reduced their allocations to India in the last few days as they withdraw funds from the market. From June they’ve only been ...

Radia Tapes: Shady Journalism

Nikhil Pahwa (of Medianama) tweeted a link at Outlook – one of the Radia tapes, where she seems talking to “Shrinath”, who in the context of the ...

Off for a holiday

I’m off for a few days to Goa, so posting will be light. Correction: it will be absent. Unless I get blog-sick or whatever you call it. I gave Varun the ...

Happy Diwali 2010!

Happy Diwali everyone! Last year, I did my annual Diwali predictions, and it’s time for the judgements. Let’s see: Chinese real estate markets are going to ...

Niall Ferguson: More Stimulus = Bubbles in EMs

From Zero Hedge: Niall Ferguson Explains Why Keynesian Policies Are Dooming The World Economy To Round After Round Of Asset Bubbles The important bit – and ...

OT: Two CWG Golds Worth A Rewatch

The games are over. Two videos that I want to share. The first was an unbelieveable effort by our 4×400 women’s relay team. (In order, Manjeet Kaur, ...

QE2 Is Coming, To An Economy Near You

With the US economy still not quite recovering – in terms of jobs at least – there is a lot of appetite for another round of quantitative easing, or QE2. ...

Market-Cap to GDP: Nonsense, says Moneylife

Moneylife doesn’t like the market-cap to GDP indicator. Consider for instance, the period between 1994 and 2003 when the economy grew every single year, ...

Defending SEBI on Private Treaty Revelations

Sukumar Ranganathan at the Mint writes – Should private treaties remain private? By itself, a private treaty isn’t illegal or unethical. It is simply a ...

Two sites: Subramoney and JagoInvestor

Gotta mention this – was reading http://www.subramoney.com again today, and this guy is good. As much as he focusses on the negative side – which I like, ...