Total inflows into Indian Equities by foreign investors in calendar year 2010 = USD 18 billionTotal outflow from domestic mutual funds in the same time = Approx USD 4-5 billion As a follow up of my ar...Read More
Most people have consistently blamed me for being excessively bullish. As things turn out I guess I was not wrong. However after the steep and virtually straight line rally of the last one month I hav...Read More
The inflation data released today as per the new WPI series has given an inflation figure for the month of August at 8.5% as against inflation as per the old series at 9.5%. Although the full one perc...Read More
When people ask me what is the biggest macroeconomic risk to the India markets and the economy my answer today is the rising Trade Deficit which has been growing month on month and year on year over t...Read More
As we start off on the month of September it is quite interesting that a majority of investors are negative on the markets and are looking at a 5-10% correction. The general consensus also seems to be...Read More