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Chart: Petrol Prices Up by Rs. 7.5
Petrol prices went up by Rs. 7.5 per liter yesterday, making life miserable for nearly all Indians. Turns out Goa is the cheapest petrol in the country, charging no state taxes on the black fuel....
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Why the Petrol Price Hike is a Good Thing
I write at Yahoo: Why the petrol price hike is a good thing Petrol prices were raised again recently, by Rs. 7.5 and the hike leaves the country seething, except those that drive diesel cars. And to...
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Indian Oil Gets 75,000 cr. of "Help" in 2011-12
Indian Oil Corp announced results yesterday with a massive 12,670 cr. (Rs. 126.7 bn) of profit in the last quarter (March 2012). Of course, the entire year (April 2011-March 2012) saw a profit of only...
View ArticleThe Macro Trumps The Micro
I write at Yahoo: The Macro Trumps The Micro You can’t buy stocks on merit anymore. You can do the most beautiful analysis about a company that owns a toll bridge, and how many cars pass through it...
View ArticleDiversification: The Pluses and Minuses
I write at Yahoo: Diversification, the pluses and minuses A lot has been said about diversification, where you spread your investments across various avenues. The plus point is that you don’t have all...
View ArticleIndia’s Broken Interest Rate Transmission
(From my article at Yahoo ) Growth is slowing. At the 5.3% official growth rate, India has grown the slowest in the March quarter in 8 years. Even that is considered suspiciously high, since we are...
View ArticleMaking Sense of Dividend Announcements
I write at Yahoo: Making Sense of Dividend Announcements : “1860% dividend announced”, goes the headline. You’re excited. But the question isn’t, ” Where do I sign? “, but ” 1860% is great, but a...
View ArticleIs the Indian Consumption Boom Over?
I write at Yahoo on the End of the Indian Consumption Boom : Things are changing, ever so slightly. The story of the last 10 years has been that of an incredibly shining India and much of that shine...
View ArticleA Blunt Regulatory Knife
I write, at Yahoo : Imagine criminals that have sophisticated guns, satellite radios, bombs, strong armour, GPS trackers and fancy cars. And imagine someone has been given the task of “policing” them...
View ArticleMaid Economics
I write at Yahoo about Maid Economics : The luck of the draw has allowed me to live in various cities — most recently, Gurgaon and Bangalore. In every single instance, residents of the apartment...
View ArticleSix Myths About The Food Security Bill
I write about the Food Security Bill at Yahoo : 1. The Food Security Bill (FSB) costs 1 percent or 3 percent of India’s GDP, so it is expensive or inexpensive. Trying to compute the cost of the FSB as...
View ArticleNSEL: The 5,500-crore Scam No One Wants to Deal With
Originally written for Yahoo . An innocuous-looking notification from the Forward Markets Commission (FMC) came in on July 12, 2013. And in the offices of the National Spot Exchange Limited (NSEL), a...
View ArticleDo Raghuram Rajan’s Five Pillars Stand Up?
I wrote this for Yahoo . About two months after the entry of Raghuram Rajan as the new governor of the Reserve Bank of India, we have some kind of a scorecard to evaluate his performance – the five...
View ArticleHow QNet Pulled It Off
At Yahoo, I write about How QNet Pulled it Off : “Biophoton light,” you are told, will energise liquids faster and more efficiently “via the wave-form produced” by a set of rings imprinted on the...
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Macronomics: The Impact of a Controlled RBI Balance Sheet Brings Us a Focused...
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Low Volatility: The First 1% Down Day in Two Months
Volatility’s been low. And low on the downside, to a fairly large extent. Prashanth mentioned on twitter that yesterday was the first 1% down day since October! Look, really at how little we’ve seen...
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Macronomics: US Excess Reserves are Falling, And That Means More Money
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Equity Mutual Fund Inflows in November At Highest In Over 8 Years
This year seems to have really kicked off for Mutual Funds. Especially Equity Mutual Funds, which have recorded a Rs. 86,816 cr. worth of inflows for the current Financial Year till November end. This...
View ArticleGreece Gives Markets Jitters While China Surprises With a Big Fall
Greece is back in the news again. Antonio Samaras, the Greek Prime Minister, has called for what is effectively a “vote of confidence” for his party. Greece’s president – which, like in India, is a...
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Premium: CAPM 20DMA Shows More Damage To Come, Options Underpriced?
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