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Month: January 2011

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At Yahoo: Market Interventions

I write at Yahoo on Market Interventions: There were riots in Bangladesh on Monday when markets went down 9% in an hour. Stocks fell, presumably because their ...

Primary Articles Inflation at 17.58%

The first data of 2011 is out – Data for Jan 1, 2011 shows Primary Articles at 17.58%. As usual, the revisions of past data are huge. The monthly data is due ...

Infosys Dec 2010 Results: Not Impressive

Infy announces results. They aren’t that great. Revenues above 7,000 crores. Grew that over 20%. Net profit at 1,780 crores, which is 14% growth. EPS at ...

November 2010 IIP comes in at 2.7% Growth

I don’t trust the (first estimate of) Index of Industrial Production that is released monthly by MOSPI, because it is subject to so many revisions that ...

BDI Drop No Big Deal? Careful with Shippers

In the MarketVision Newsletter #1 I mentioned the Baltic Dry Index, and that it may be a concern as the rate was the lowest in nearly two years. Calculated ...

Newsletter: The Market Vision Chronicle

MarketVision’s first newsletter is out. Read the Market Vision Chronicle, Jan 08, 2011. This is an archive only available to registered users (register here, ...

At Yahoo: ULIPs or Mutual Funds?

A small story at Yahoo on the choice: Ulips or Mutual Funds. (Posted in entirety) It was the day they’d talked about 9 years ago. The first day of 2011. ...

Primary Articles Inflation Up to 20%

Welcome, 2011. The last week of the 2010 – as of December 25th – now shows Primary Articles Inflation at 20.2%. and back to the great upward revision ...

India December PMI at 58.9, Dips From Nov

From Markit, the HSBC India Services PMI (Purchase Managers’ Index) showed a dip to 58.9 from November’s 61.3. One piece that needs focus: December data ...

Senseless Sensex EPS Projections, and a Dividend Yield Problem

I wonder why I get all worked up when I see utterly bizarre Sensex EPS estimates. Basically, the modus operandi seems to be: Pick a number out of your a** ...