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Month: September 2014

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How Much Is Enough To Say "FY"?

Everyone who’s rich tells you they didn’t really care about the money when they started. To a large extent, and to most of us that struggle with ...

Finally, the Food Corporation is Dumping Excess Stock; Unrequired Buffer Lowest in 2 years

Food prices have been under control and it’s possible a part of that is attributable to the FCI selling off stocks from its buffers. While we still ...

The CAPM Portfolio: Time to Bharat Forge-T

We spoke of Bharat Forge last time and how to handle its fall. We had three options: • Get out at the 838 level and come back if the stock goes back up ...

Step 1: Convert FCCB Into Shares. Step 2: Sell Like There's No Tomorrow (Suzlon)

Suzlon’s shares have fallen around 20% in two days (10% every day). The stock is now halfway down from the peak. Why? It seems that FCCB holders have ...

India’s Crude Basket Price at a One Year Low, Even After Rupee Depreciation

India’s Crude Input Price (what we pay per barrel to import) is now at nearly the lowest in two years, in terms of $ per barrel. But the Rupee’s ...

Sunday Read: The Story of Sheetal Mafatlal and Her Fake 100 cr. Art Theft

This is one incredible story, from the Mumbaiwalla stable. Of the trendy Sheetal Mafatlal and how she stole family-owned paintings, got them faked, and ...

Suckered: Amara Raja to Pay Promoters 40 cr. Upfront to Lease Land It Doesn’t Need

When you’re a shareholder of a company, you’re less influential than the promoter, of course. But with that level of control, can a promoter try to ...

Charts: Trade Balance Flat at $10.8 Bn, Rupee Depreciation Impact Vanishes

Export and Import growth slowed in August 2014, with the trade deficit nearly flat at $11 billion. The problem isn’t evident here. We aren’t ...

Premium: Optionalysis: Put-Call Parity and Synthetic Long/Short Positions through Options

You could go “pure” long in a stock in two ways: • Buy the stock, or buy the future • Buy a call and sell a put at the same strike price (a ...

Macronomics: Indian Credit Growth Alarmingly Low, US Taper Nears Full Stop

A quick post to let you know about two things. The Fed Tapers More and Will Full Stop Next Time The Federal Reserve has reduced its asset purchases to $15 ...