Man Group PLC which runs Man Investments (MI) just reported numbers that are a bit jaw dropping. On June 30, … More
Category: Finance
Dear Indian Investor
Tis the season for the Q3 quarter ending investor newsletters from hedge funds and man some of these newsletters read … More
Speechless
Wow, what a day on the Indian equity markets…Sensex down 1070 points and the Nifty down 360 points. Currently the … More
Portfolio Paranoia
Intel’s Andy Grove penned a great book back in 1996 about Intel, business and being paranoid about the competition. People … More
Paging Mark Haines
With the market rumors swirling about the imminent demise of ICICI Bank, Chanda Kochar the Joint Managing Director was all over … More
Credit Crisis 101
If you are watching your portfolio plummet and wondering what is happening, this post might help you understand with better … More
AIG and the Quants
Today, the NY Times has an excellent article that starts to shed some light on how AIG was brought down. … More
Real Estate Update
Several of my friends were in town this week for a real estate conference and I got a chance to … More
Excellent reports on Indian politics
Kotak Securities which is known more for it’s corporate equity research has partnered with the newspaper Business Standard to produce … More