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Month: October 2015

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Indians Begin To Maintain Their Relatives Abroad And Study Outside Suddenly in July, More Likely US Tax Avoidance

The US has tightened up its tax collections through the FATCA process. And India’s a signatory. Which means people who have bank accounts in India but ...

Oct 26, 2015

Optionalysis: The 30th of October Will Dramatically Crimp Options Trading, Or Will It?

With F&O contract sizes massively jumping from October 30th onward, we shed some light on what this could mean for the derivative markets. This post is for ...

Oct 23, 2015

Suckered: We Did Not Audit This, Say Auditors of C Mahendra Exports

Last Year I wrote about “Chipkaofication” and a stock called C Mahendra Exports had seen its stock go from the Rs. 60 levels to Rs. 240, when it ...

Oct 21, 2015

Optionalysis: MA20 Beats Us Up And Teases With Another Potential Setup

The MA20 is our proprietary indicator about market breadth. The MA20 is calculated by taking the number of Nifty stocks above their 20 Day Moving Averages, ...

Oct 21, 2015

Counter Arguments On Uber Economics: What About The Cost of Owning a Car, And Other Deeply Insightful Questions

In my last post on Uber, I spoke of Economics and we’ve had some extremely good arguments countering some of the economics. I’m always malleable, ...

Oct 20, 2015

Macronomics: The Real Reason For The Recent Rise In The Rupee, And Why It Might Hit A Wall Here

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Oct 20, 2015

Capsule – 19 Oct: Bulk & Block Deals and Delivery Volume Shockers!

We are starting a new “Capsule” series which will come to you on a regular basis, of data that is revealed in the markets but needs to be collated, cleaned ...

Oct 19, 2015

The Economics of Using Uber in India, For Drivers, Passengers and the Company

I’ve been taking a lot of Ubers and Olas to work. More Uber than Ola , and I get phenomenal conversations because I can speak in Kannada, which is ...

Oct 19, 2015

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The TCS Results Debacle: Why Did the Share Price Drop 4.4% and Counting?

TCS released their results late Tuesday evening. (Here are the transcript of the call as well as the original video.) We present them in charts: Revenues have ...

Oct 19, 2015

Charts: Imports and Exports Both Fall 25% in September 2015

The Trade Deficit for September came in at the lowest in five months even though exports and imports were flat. Last September was awesome for India with very ...

Oct 16, 2015

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