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1.The FIIs are splurging again. Should you? (www.equitymaster.com)
In this issue:
It's been exactly a year since March 9, 2009
Western CEOs can learn from their Indian peers
China could let the Yuan appreciate
Inflation is likely to temper down
...and more!!... [Read On]
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2.This is why the rally may be unsustainable (www.equitymaster.com)
In this issue:
No V-shaped recovery in sight
India Inc brace up for bonuses to promising employees
Look who's keen to start a bank in India
Valuable advice for a small investor from a value investing guru
...and more!!... [Read On]
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3.10% growth in 'Zombieland'? (www.equitymaster.com)
In this issue:
Europe weighs the prospect of not helping Greece
Wages set to rise the fastest in India
India rises to the top ten in the world for industrial production
Get ready to pay more for a new home
...and more!... [Read On]
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4.How PSUs valuations are being destroyed (www.equitymaster.com)
At the dawn of independence, our first Prime Minister, Jawaharlal Nehru, said that our public sector must occupy commanding heights in the economy. Well, some sectors, such as steel, being capital intensive, would have taken longer to come up had it on...
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5.One valuation signal investors should watch out for (www.equitymaster.com)
In this issue:
Mergers & acquisitions making a comeback, investors beware
Real estate IPOs waiting for better markets
Now a super group for financial stability
Water shortage holding India back
...and more!!... [Read On]
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6.The Icesave referendum: No, thanks (www.economist.com)
The ramifications of a likely no vote may not be pleasantICELAND’S president is usually an apolitical and little-known figurehead. But Olafur Ragnar Grimsson has become a national hero for his refusal to sign a law passed narrowly in late Decembe...
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7.Financial inclusion: A FAB idea (www.economist.com)
Should every child receive a bank account at birth?YOU come into the world with nothing, the saying goes. A new campaign proposes to change that by giving every newborn child in the world an online bank account with $100 in it. The aim of the Financial...
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8.Multilateral development banks: Cap in hand (www.economist.com)
A difficult time for a fund-raising spreeA SENIOR World Bank official describes its efforts to secure an additional $3 billion-5 billion in paid-in capital as a “once-in-a-generation increase to deal with the effects of a once-in-a-generation cri...
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9.Buttonwood: Race to the bottom (www.economist.com)
Countries compete to weaken their currenciesONCE upon a time, nations took pride in their strong currencies, seeing them as symbols of economic and political power. Nowadays it seems as if the foreign-exchange markets are home to a bunch of Charles Atl...
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10.Sovereign-debt ratings: The grim rater (www.economist.com)
Countries don’t like bad news about their creditworthinessWHEN the subprime crisis broke in 2007, credit-rating agencies were among the first groups to take the blame. Critics argued that investors had drawn false comfort from the AAA ratings tha...
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11.The Federal Reserve: Back from the Fed (www.economist.com)
The central bank loses a vice-chairman but starts to regain its standingTHE Federal Reserve, accused by critics of monetary and regulatory malpractice, has seen its standing plummet. The House of Representatives has passed one bill to audit its monetar...
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12.Any idea what will drive India's growth? (www.equitymaster.com)
In this issue:
Asia's resurgence is high in PPP terms
SEBI could regulate rating agencies
Big financial firms need to be broken
Role of private healthcare is set to get bigger
...and more!!... [Read On]
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13.Are you buying this stock after it has gone up 438%? (www.equitymaster.com)
In this issue:
Next burst of steel capacity creation
Financial reforms have a sealed fate
New banks have a tough road ahead
Best protection against currency devaluation
...and more!!... [Read On]
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14.This could send commodity prices crashing! (www.equitymaster.com)
In this issue:
China freight index defies gravity
Health insurance cost to increase greatly
Buffett words of wisdom from his latest letter
Pranab's dreams could run into RBI wall
...and more!!... [Read On]
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15.Needed - financial reengineering (www.equitymaster.com)
The good thing about the Union Budget was that there was no tinkering, introducing obnoxious taxes like the FBT or a tax on cash withdrawals. Stability in fiscal policy is very welcome. The bad thing about the Budget is that non plan expenditure, compr...
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16.India sitting on a debt time-bomb? (www.equitymaster.com)
In this issue:
Rogers, Mobius gun for fiscal consolidation
Sell your stocks, Marc Faber
Ratings agencies like India's budget
China still biggest buyer of US securities
...and more!... [Read On]
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17.Union Budget & Your Investments (www.equitymaster.com)
In this issue:
The Union Budget 2010 takes the right steps
The impact of the budget on the power, auto and banking sectors
The salaried class gets a break at last
What returns should the investor expect going ahead
...and more!!... [Read On]
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18.India Inc. is entering a new growth phase (www.equitymaster.com)
In this issue:
Wall Street bonuses are seeing an uptrend
The solution to the current global mess is�
Economic Survey is upbeat about India's future
Volcker prescribes euthanasia for financial firms
...and more!!... [Read On]
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19.Rogers: If I were an Indian, I would invest in... (www.equitymaster.com)
In this issue:
Mumbai has the most expensive office location in the world
Power is the new telecom
Takeaways from the Railway Budget
The sector in which India will outgrow China
...and more!!... [Read On]
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20.One number that is scaring most investors today! (www.equitymaster.com)
In this issue:
Would interest rates jeopardize Fed plans
Will India overtake US economy by 2050?
The skyscraper curse could haunt China this time around
Former Treasury secretaries support Volcker plan
...and more!!... [Read On]
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21.Charlie Munger on US economy - "Basically It's Over" (www.equitymaster.com)
In this issue:
Indian equities among best in Asia, affirms Chris Wood
Taxpayers must not expect much from the Budget
India's appetite for gold remains insatiable
"India giving us stiff competition," Obama warns Americans
...and more!!... [Read On]
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22.Knock knock knocking on FM's door (www.equitymaster.com)
Bob Dylan wrote a famous soundtrack 'knock knock knocing on heaven's door' for a 1973 film. Come Budget time, and industrialists, traders et al go knock knock knocking on the doors of Finance Minister Pranab Mukherjee, asking for reliefs. Thankfully it...
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23.This sector will propel 8% GDP growth (www.equitymaster.com)
In this issue:
India's dubious distinction on the retail front
EAC calls for a withdrawal of stimulus
Real estate players back to their old ways
Nouriel Roubini predicts more gloom
...and more!... [Read On]
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24.One stimulus package that makes sense (www.equitymaster.com)
In this issue:
Disinvestment is the best form of stimulus
Stockmarkets have peaked for the year: Faber
Rationed food to counter food prices
Government tweaks fertiliser subsidy
...and more!!... [Read On]
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25."Don't ignore India," warns this noted analyst (www.equitymaster.com)
In this issue:
Analysts using 'embedded valuations' to justify high stock prices!
Look who is buying a lot of gold!
China dumping US bonds, Japan to follow
It's birthday time for TARP
...and more!!... [Read On]
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