RBI Says Okay to Slightly More Speculative Trading on the Rupee
RBI has increased limits on trading on the exchanges of currency derivatives. Earlier, total limits on forex derivatives (of all currency pairs combined) was a ludicrously low $10 million. This was...
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Guest Post: The Airtel Zero idea: Splitting India’s Internet into many Internets
This is a guest post by Nikhil Pahwa , found at Medianama , where this article was first published . Nikhil is working hard to make the understanding of Net Neutrality better. What it was like...
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IIP At a High 5% in Feb 2015, But Mostly Due To Base Effect
The Index of Industrial Production (IIP) for Feb 2015 came in at 5%, which was a biggest we’ve seen in years. However, note that much of this is due to the base effect as IIP growth has been...
View ArticleMacronomics: Why Inflation Might Be Back, As RBI Goes Aggressive on Forex...
In this Macronomics piece, we talk about how the RBI is going about building our Forex reserves and why that might affect inflation. This post is for Capital Mind Premium subscribers only. [via Capital...
View ArticleThe Potential Impact of the Real Estate Regulatory Bill: Bad in the Short...
The Real Estate Regulatory Bill will hopefully be passed by parliament soon, with or without amendments. Here’s the salient points and how it affects the industry: Registration Mandatory for Builders...
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Outliers: Rating Agencies and A/C Makers Suddenly Outperform, and Watch...
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March 2015 CPI Inflation Moves Down To 5.17%
After three months of rising headline inflation, we seem to have substantially moderated to a low 5.17% in March, on the consumer inflation front: Some of this as you can see, is the base effect,...
View ArticleTelecom Companies are NOT Losing Money To Data Services: The Net Neutrality...
The arguments by Telecom Operators against “Net Neutrality” – or their desire to not just charge users but also website and application owners for allowing users to access that content – is also...
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VRL Logistics IPO: Lower P/E Than Peers, Worth Applying For
There’s another IPO out: VRL Logistics . Many of you have asked in the Google group about this IPO, and here’s the specifics: The Details VRL is actually Vijayanand Roadlines, and is a company close...
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Rupee Falls to Nearly 63 to USD as FIIs Sell Volumes Get Serious
The Rupee fell to an exchange rate of 62.91, which is nearly the lowest rupee value in the year after a few odd days in early Jan. This is a secular move across all currencies. In Jan 2015, the dollar...
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Premium: When Is A Good Time To Exit A Stock, Fundamentally Speaking?
When is the right time to exit? There are no good answers to this question, because there is no universal truth. Wait, that was more profound than it was intended to be. Let’s leave the larger...
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Trade Deficit Widens in March 2015, Total Trade Growth at Lowest Ever!
India’s Trade Deficit widened to $11.8 billion, which is the highest of the last four months (since November). Total imports fell 13% but exports fell over 20% in USD terms. And the big help was oil...
View ArticleWho Bought Those SunPharma Shares?
After that insane 20,000 cr. volume in Sun Pharma yesterday as Daiichi sold a whopping Rs. 20,000 cr. worth shares, who really bought them? Turns out the buyers weren’t named Dilip Shanghvi (the...
View ArticleGovernment Says Let the Courts Decide the MAT Issue for FIIs
The government has refused to budge on the FII tax issue, it seems. Recently, the tax department had started to issue notices for Minimum Alternate Tax (MAT) on gains made by foreign institutions (...
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Results Till Now: Nifty Companies See 11% Drop In Revenues, Profits as Cement...
Nifty Company results, till now, have had it rough, with a 11% drop in cumulative profits in the quarter, compared to last year. The worst performers have been Cement companies , with ACC and...
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Portfolio: Market Beats Us Up, as we Exit the FMCG Ancilliary
Markets have continued their weakness and at this time we take notice of stops. The rest of this content is only available to premium members. Register for a premium membership today ! Apart from this...
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Premium: A Simple Framework to See if a Stock is Overvalued. And look at...
Is there a bubble in quality stocks? Ask Abhinav Mansinghka and Niren Parekh. (Thanks to Prashanth Krish for the link!) The rest of this content is only available to premium members. Register for a...
View ArticleHousing.Com CEO Startup Soap Opera Continues as CEO Quits With Dramatic...
Housing.com seems to have yet another drama, with it’s CEO Rahul Yadav quitting abruptly. The company is the India TV of the startup world, going brash and batshit insane on anyone that dare criticize...
View ArticleFII MAT Order Stayed by Bombay High Court
Aberdeen Capital, a Foreign Investor that had received a notice for Minimum Alternate Tax (MAT) for income on capital gains in past years, has managed to get a stay order from the Bombay High Court ....
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Optionalysis: Finally the MA20 Turns, Giving a Glimmer of Hope For Options
A quick note on Optionalysis about the MA20. The rest of this content is only available to premium members. Register for a premium membership today ! Apart from this content you will get our...
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