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238 ArticlesOpinion

17 / 24

HSBC India Manufacturing PMI: Up at 57.9

HSBC’s India Purchase Managers’ Index (PMI) is up to 57.9 from last month’s 56.8. The PMI is an early indicator, which quantifies the orders ...

At Yahoo: Good Stock. Bad Stock.

My article at Yahoo: Good Stock. Bad Stock. Tata Steel showed some gutsy results in the last few quarters, with phenomenal year-on-year growth in their net ...

The Great Indian Data Suckage Story

Economic Times has an article with a list of stocks that are “lower than their book value” Except smart readers have already figured out: Many ...

MV Short Take: Markets Crash From FII Selling?

At JagoInvestor recently, Manish wrote a post on whether there is a stock market crash on the way. Manish quoted me: However, not everyone agrees to this ...

PMI grows in Jan as well

Markit has released data on both the Manufacturing and Composite Purchase Managers’ Index for Jan. They came in at 56.8 and  59.6 respectively. As ...

At Yahoo: Did You Know?

My latest column at Yahoo! is “Did You Know?“ (Reproduced in full) It’s interesting to put a context to numbers, news headlines and indeed, ...

ULIPs: No More "Cover Continuance"?

It turns out(*) that the new guidelines for ULIPs in 2010 have claimed another victim: Cover Continuance. The concept, prior to September 2010: if you bought a ...

December Inflation at 8.43%, Sounds Too Low

The latest release says the December 2010 overall inflation is at 8.43%. Interestingly, manufactured goods saw only a 4.46% inflation, but Fuel saw 11.19% and ...

At Yahoo: ULIPs or Mutual Funds?

A small story at Yahoo on the choice: Ulips or Mutual Funds. (Posted in entirety) It was the day they’d talked about 9 years ago. The first day of 2011. ...

India December PMI at 58.9, Dips From Nov

From Markit, the HSBC India Services PMI (Purchase Managers’ Index) showed a dip to 58.9 from November’s 61.3. One piece that needs focus: December data ...