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Month: December 2009

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Extended Trading Hours Aren't That Bad

Brokers oppose the new trading hours starting 9 AM from Jan 4, 2010: In a statement issued in Mumbai, the BSE Brokers Forum said it opposed the move as there ...

Happy Holidays!

Folks, am on a holiday for Christmas/New Year in Bangalore, and December as a whole has been in holiday mood, so I wouldn’t expect much on the posting ...

Nifty P/E and EPS Growth: Still Insane

I talk about this often – typically, you want your Earnings Per Share (EPS) growth to, somehow, match the Price-to-Earnings ratio you’re paying for ...

Startups: Burrp acquisition by Infomedia18, Low Internet Valuations in India

Talking to Nikhil Pahwa on the phone about financial shenanigans and a recent acquisition of Burrp! (a restaurant review site as I know it) and some subsequent ...

Bank Credit Growth Ticks Up at 10.5%

RBI’s latest credit figures show another uptick in credit growth, taking growth to 10.5% year-on-year. Here are the monthly credit growth statistics ...

Dubai Bailed Out

Dubai: Bailed out by Abu Dhabi Abu Dhabi stepped in to help fellow United Arab Emirates member Dubai with a $10 billion injection, of which $4.1 billion was ...

InfoEdge: No EPS Growth, But Great Stock Price!

Info Edge (NAUKRI) continues to astound me. They’re literally flatlining EPS for the last six quarters, and yet, command a P/E of 35! To talk less and ...

Readings: Goldman/AIG, Obama’s Sellout, Dubai and China

WSJ: Goldman Fuelled AIG Gambles Goldman Sachs Group Inc. played a bigger role than has been publicly disclosed in fueling the mortgage bets that nearly felled ...

Taxes: Still Not Reflecting An Upturn

Indian Tax Revenues, as I’ve said earlier (Where are the taxes?), are not quite reflective of the buoyant mode of the market. October 2009 data is now ...

Growth and Inflation – Highs Spell Danger?

First, a quick note to Thank you all for the great feedback on my last post. Fantastic comments – all of them, and gives me a lot to think about ...