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Premium: The Impact in India of Including China-A Shares in the MSCI Index

Here’s a story to start this post: Raj and Balu were walking through a forest when they saw a tiger moving towards them, fast. Raj quickly began to wear ...

Premium: The Nifty Consolidated Price-to-Earnings Ratio

How do you calculate the Price to Earnings of an Index? There are 50 stocks in the Nifty and there is not concept of a “Nifty share”. So how does ...

Macronomics: Indian Bonds Are Getting The World Jitters

Sure, Rajan cut rates on Tuesday. But the bond markets are shrugging that off. Here’s the government bond yield curve as of yesterday. Yields on the Y ...

Premium: Banks Hit a Technical Barrier, and the Yield Curve Shifts Up Even As RBI Cuts Rates

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Premium: Nifty Results: The Final Summary of FY15 Is Chilling; Q4 Earnings Drop 15% Even After Ignoring The Worst Two Companies

As we mentioned in the previous post, results of Nifty companies are just terrible. All Nifty Company Results are in. Here’s the list for the quarter ...

Macronomics: The GDP Situation in Charts, And The Yellowing Economic Leaves in the India Story

India’s GDP data is out, and in today’s Macronomics, we show it in charts. GDP Growth at 6.1% in “Real” terms, Nominal Growth Hits a ...

Portfolio: Investing in A Rope and Cord Business

We’re adding a small cap stock to the portfolio. Warning: This stock trades just 60 lakhs on a regular day, so be very careful. The stock is Garware ...
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Premium: Foreign Investors Sell Both Equity and Debt in May, But Are They Going Away?

Foreign Investors have just followed the adage, “Sell in May and Go Away”. Till yesterday (28th May) FIIs were sellers in both the Debt and Equity ...

Premium: The 38 Nifty Companies With Their Full Year Results, Are We In Acche Din?

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Premium: SBI Profits Sound Good, But When You Look Inside…

State Bank of India announced results today and they started off well, but ended badly. First, their profits were up 23%, to 3700 cr. from 3071 cr. Non ...