tag:blogger.com,1999:blog-56807338447836974102024-09-10T01:27:49.707+05:30Short takes on happenings in the Indian financial sector. Plus dashes of other interesting stuff thrown in. Enjoy!Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.comBlogger52125tag:blogger.com,1999:blog-5680733844783697410.post-48845446297228214912014-05-23T00:42:00.001+05:302014-05-23T00:42:19.472+05:30

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-54863326514156131612014-05-07T00:37:00.002+05:302014-05-07T00:37:26.669+05:30

Source: https://medium.com/i-love-charts/7478affb7f2a

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-62863777290613950102014-03-02T19:07:00.002+05:302014-03-02T19:07:40.324+05:30

Heh. So True.  When he was asked what people would learn from the whole financial crisis, Jeremy [Grantham] said, “In the short term a lot, in the medium term a little, in the long term, nothing at all. That would be historical precedent.” -James Montier to Kate Welling, via FT Alphaville

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-14733122914502998882013-07-24T01:29:00.000+05:302013-07-24T01:29:12.496+05:30

Shamelessly lifted from here but it really struck a chord. I fear I might be turning into a cynic myself.  A cynic’s perspective on robust policy design The first law of policy realismA policy that relies on the Indian citizen to act in selfless public interest will not work. In fact, a policy that expects an Indian citizen to act in anything but self-interest and relative gain

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-52403100200245730382013-06-19T21:26:00.001+05:302013-06-19T21:26:05.642+05:30

And we're just living in it. Really, how could you see this picture below and not come to that conclusion? You might also want to read this NYT article, which is the source for the above. We're so far behind in this game its not even funny. 

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-33334726007760918142013-05-31T14:41:00.002+05:302013-05-31T14:41:57.437+05:30

The Murugappa Group has been featured in a pithy 600-word article in The Economist with the lead:  A rare south Indian business house does things the difficult way.  I'm just curious, how did this happen? How did they get picked up to be featured in the issue? I'm not implying any dishonesty, honestly, I'm just curious. I don't know why this particular article aroused my curiosity

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-86012051058448908042013-05-23T23:32:00.000+05:302013-05-23T23:32:04.152+05:30

If there's just one thing you read this week or even this month, read this long and damning article over at Fortune about Ranbaxy and the fraud for which it actually paid USD 500 million. I'll leave you to your own conclusions, but I couldn't resist making a list of some of the most damning lines from the article. And after you finish reading the article, tell me this: a) Would you be

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-84181016719582341372013-05-06T15:42:00.001+05:302013-05-06T15:48:09.585+05:30

The latest in the always-interesting lives of Two Cows... I'd suggest clicking on it to get a better look.

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-51672301887966348072013-05-05T00:15:00.000+05:302013-05-05T00:15:07.022+05:30

An illustration by the team at The Logo Company. Also check out this link which shows the evolution of the 3M logo, its cool!

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-56444781979168180582013-04-30T23:14:00.000+05:302013-04-30T23:14:18.469+05:30

Dr. Jeffrey Sachs, a very influential/well-known professor from Columbia University, absolutely laid the smack-down on the American banking system. In case you have around 30 minutes to spare, do listen to this. Examples: Wall Street is full of “crooks,” and it never properly cleaned up its act after the financial crisis of 2007 and 2008. What has been revealed, in my view, is prima facie

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-18700244114859722332013-04-26T20:13:00.002+05:302013-04-26T20:13:28.400+05:30

But yeah, again. More than 4 months now, and no posts here. But as usual, I refuse to do the humane thing and let this die.

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-7675256060419510732012-12-16T22:13:00.002+05:302012-12-16T22:13:45.679+05:30

A great article by The Economist:  Another Game of Thrones And it has this kickass image as well. Make sure you enlarge and enjoy!

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-13166626753322181072012-11-20T22:15:00.002+05:302012-11-20T22:15:42.788+05:30

This is being passed around MBA circles. Can't disagree with much of it.  *************************************************************************************** The derating of the MBA The MBA damages society in many different ways. The first of which is such misallocation of talent. A cousin of mine, who is the Head of Risk at a leading Indian fund house, met a bright young graduate

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-89742300426703463862012-10-25T15:21:00.000+05:302012-10-25T15:21:17.359+05:30

Apparently, the answer is Clinical Psychopaths. Created by: OnlineMBAPrograms.org

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com2tag:blogger.com,1999:blog-5680733844783697410.post-33617766002700983482012-09-10T21:21:00.000+05:302012-09-10T21:21:30.464+05:30

This article is an absolute blast: http://skift.com/2012/09/05/ryanair-boss-michael-oleary-gives-best-quotes-in-the-industry/ Michael O'Leary might just have become my new favourite CEO. He's the CEO of Ryanair, a low-cost Irish airline. His approach to customer satisfaction is: "I'll get you there. For everything else, you pay me." I find it hard to disagree. Some of his best quotes,

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-64701532515657351572012-08-30T16:25:00.000+05:302012-08-30T16:25:49.667+05:30

Wow, how did they learn of my strategies? Via Trustable Gold Trustable Gold

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-24307171726082105302012-08-11T00:21:00.001+05:302012-08-11T00:21:40.888+05:30

Largest ever quarterly loss in Indian corporate history? Check. Calling for your product to be regulated again because its only nudge-nudge-wink-wink ‘deregulated’ now? Check. The people supposed to pay you money not having any because they paid you out last time? Check. Running out of cash to pay your suppliers? Check. IOCL’s quarterly numbers are a disaster, to put it lightly. Its easy

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-58368701159915890992012-08-10T12:44:00.001+05:302012-08-10T12:44:12.602+05:30

So as I'd written earlier, I went through the SEBI order on the sudden mid-cap stock crash and as is the case with most SEBI orders, I found it written up beautifully. You should really try reading some of these sometime. I'll try to quickly summarize; my thoughts at the end. On July 26th, between 9.15 and 9.50 am, prices of Pipavav Defence (PDO), Parsvnath Developers (

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-73631065057726894242012-08-04T22:55:00.000+05:302012-08-04T22:55:14.409+05:30

I'm such a noob in the stock markets that it hurts to even think about it. This is what I came across today: Sebi bars 19 entities for involvement in mid-cap stock crash. Might be the first time I've noticed a 'bear cartel' in action. I'll try to dig into it for more. In the meantime, if anyone has anything they want to share about these 19 entities, lemme know, yes? 4a Financials Securities

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-30181136823482145112012-07-28T13:51:00.000+05:302012-07-28T13:51:03.248+05:30

Remember the Fortune Fantasy Executive Game I'd mentioned some days back? Well, my team finished 42nd out of 1712 teams... Not bad, eh? Although I'm miles away from No.1, that's gotta be improved upon. See the Top 50 here.

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-78860515173125023872012-07-22T17:53:00.002+05:302012-07-22T17:53:34.439+05:30

Financial Services Professionals Feel Unethical Behavior May Be a Necessary Evil and Have Knowledge of Workplace Misconduct Alternate Title: Financial Service Professionals Not Exactly The Most Ethical Dudes On The Planet Wonder who'll do a similar survey/study in India.

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-76100457710827873582012-07-20T15:59:00.001+05:302012-07-20T15:59:15.893+05:30

A Brief History of Money - Or, how we learned to stop worrying and embrace the abstraction Concise. Well-written. James Surowiecki is one of my favorite 'finance' writers, and this is a good piece by him. If you're feeling too lazy, you can go through a timeline here.  Fun fact: I was an IEEE member once! 

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-88491756606348236272012-07-20T00:26:00.001+05:302012-07-20T00:26:30.713+05:30

Sigh, I don't want to just copy and paste stuff, but how could I let this pass? Keynes vs. Hayek - The Rap Battle They should use this stuff to teach in colleges.

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-20715808508282260182012-07-18T19:43:00.000+05:302012-07-18T19:43:11.279+05:30

Heh. Got this via Dealbreaker - Warren Buffett, known for his extraordinary love of Cherry Coke, can't pick Cherry Coke out of a line-up! Here, look!

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0tag:blogger.com,1999:blog-5680733844783697410.post-41815270355374331082012-07-16T18:02:00.000+05:302012-07-16T18:02:40.238+05:30

Wow, has it really been 9 days since I posted something here last?  Have been busy but that shouldn't excuse the tardiness. I hope not to repeat this again. I haven't been totally off the grid, but have been collecting (assimilating?) info about the LIBOR saga, which is moving into really sticky terrain. In no particular order, In case you didn't quite get what LIBOR is from my

Anonymoushttp://www.blogger.com/profile/03704196030208302637noreply@blogger.com0