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Month: June 2014

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Macronomics: The Mystery of the Real Effective Exchange Rate

The Real and Effective Exchange Rate is not real, not effective and not an exchange rate. It is a brilliant concept that applies itself when you remove all ...

Chart: Foreign Investors Buy 33,000 cr. in Jun Till Date

Foreign investors have pumped in a lot of money into Indian markets in the last few months. While we’ve had a flat market the last few days foreign ...

Premium: What To Do If Markets Fall From Here

In the markets we’re starting to see a round of consolidation. The market’s like a roller coaster, but if you don’t prepare for the fact that there will ...

Sugar Import Duty Hike: It’s Only Positive For Millers

India raises sugar import duty to 40% from the old 15%.  In addition the government will continue to pay Rs. 3,300 per tonne of export till September as a ...

Links: PlanCom Dies, CEO WhistleBlows, Airlines Lose and Jignesh Shah….Knows

One of the best news this weekend: The Potential End of the Planning Commission. The concept of “Plan” expenditure, Centralized Planning for all states, ...

Bahl’s Exit at Network18, and the Collateral Damage of Paid News

An interesting story on the Reliance takeover of Network 18 by Ashish Mishra at Mint. “I am quitting,” Bahl said. “Reliance wants to take over.” The ...

How Bad Is The Monsoon Really?

They say the monsoon isn’t all that great this year. So how bad is it? Till the 18th we see rainfall being deficient, and here’s the breakup by state: Over ...

Revisiting Our Do-It-Yourself Capital Protection Plan

We spoke about “Capital Protection Plans” in the early part of Capital Mind Premium, in November 2013. We saw a few ways of building your own ...

SBI Life: Refuse To Pay Up, Lie, and Drag Aged Widow to Court for 6 Years

SBI Life is at it again. Now, they’re refusing to pay out insurance, and appealing cases against aged women all the way to the Supreme Court! Also see: ...

Market Manipulation Alert: SEBI Will Allow ESOP Trusts To Buy Shares from the Market Again

I’m going out on a limb here and calling the SEBI decision to allow companies’ ESOP Trusts to buy shares from the market again, as a terrible mistake. This ...