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Month: August 2008

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SOS Trade: Short ICICI Bank

The Short Only Strategy now begins its virtual life. The first trade is pretty simple. Short ICICI Bank So I’ve decided the Banking sector is weak going ...

China: 70 lakh sq. feet malls lying empty

Anita Campbell writes: South China Mall is the world’s largest shopping mall, according to this article in The National. At over 7 million square feet, it is ...

The Short-Only Strategy

Kaushik and I were talking today about how nice it would be to have a short-only fund or even a short-bias fund. Something that made money on stocks going down ...

OT: Gold Is Ours!

This may be off topic, and Gold may have fallen 4%, but this is one Gold that is going to be priceless. Abhinav Bindra (who even has a blog) has won ...

SEBI sues Rajeev Kapoor; no tips, no guarantees

SEBI has launched criminal action against Rajeev Kapoor, of Imax Equity Research, for luring the public, committing fraud and operating as an unregistered ...

No more margin tension for the calendar spreaders

SEBI has released a notification that calendar spreads (buying one month’s future and selling another) would no longer require margin towards the end of ...

A Covered Call Fund

Benchmark has provided a draft offer document for a covered call fund – essentially buying a future and writing a call option on it at the same time. ...

Rupee Futures: $25m is the MINIMUM, stupid!

From Mint: Forex futures position limits must be raised: The key worry about the recommendations (now accepted as guidelines) is the low position limit ...

Inflation is the highest since WPI was indexed to 100

So when someone talks about “Inflation at 13 year highs” – here’s what they really mean. This graph (click for larger view) is from ...

Inflation at 12.01%

Congratulations. We have now officially crossed 12% in reported inflation numbers. Do note however, that we may experience turbulence and “revise” ...