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Month: August 2014

3 / 5

Government Cuts Borrowing by 21,000 cr., Will Prop Up Bonds

The government will borrow less, it seems, with their “cash situation” under control. The total reduction will be Rs. 21,000 cr. Long term bonds will see a ...

In India, Mutual Funds Have Beaten the Nifty (No Survivor Bias Edition)

In the west, it’s common to take ETFs and say that they have beaten managed funds by a wide margin because markets are efficient and fund managers eat too ...

Chart: Net Interest Margins at Banks Fall in Q1 2015

We’ve seen bank results out there and we have a quick chart for you of the margins that banks have made in the last quarter. As an average, NIMs have fallen ...

REITs: The New Way To Make Less Money Than Inflation, in Real Estate

SEBI, in it’s board meeting, approved regulations for Real Estate Investment Trusts (REITs). These are entities which own property and get rental income ...

Cutting [Stock]: Yucky Move

We’d just about bought Sintex and we’re getting out of it in a hurry. At 69.35 it hasn’t actually hit our stop, but we’re out because it looks just ...

Optionalysis: Why Are We Sounding Bearish? The Chart View.

Blesson asked in the subscriber Google group about why Deepak was sounding bearish in two tweets: Day 1: This also sounds like a good time to buy puts. But ...

CPI Rises to Nearly 8% in July, Food Inflation above 9%

Consumer Price Inflation in July 2014 rises after a recent falling trend. This has been due to the spike in vegetable and cereal prices, and also in other ...

IIP for Jun 2014 Falls to 3.4%, Manufacturing Growth Slows

The Index of Industrial Production (IIP) for Jun 2014 comes in at 3.4%, a tad lower than the 5% growth we saw in May. This is still sub-standard, and has been ...

RBI Buys A Huge $11.9 Billion in Jun 2014, Gets Ready for US Taper

RBI buys the dollar yet again in June, even as the rupee lost value. This time, in the futures market, with another massive $11.3 billion purchase, added to a ...

Optionalysis: Inter-Exchange Arbitrage

We continue on the Arbitrage series with a post on inter-exchange arb. We have two popular exchanges in the country (NSE and BSE) and given that you can access ...