The "Quality of Talent" Debate
An Open Letter to India’s Graduating Classes from a KPMG partner is both eye-opening and outrage-inducing. He talks about how our graduating students are hardly prepared for the real world in terms of...
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Why the Petrol Price Hike is a Good Thing
I write at Yahoo: Why the petrol price hike is a good thing Petrol prices were raised again recently, by Rs. 7.5 and the hike leaves the country seething, except those that drive diesel cars. And to...
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Gold Shortage, Bad Rating Agencies, Services PMI , Low Auto Sales and the Fun...
Gold’s trading at a high premium . Get this, RBI. You can’t reduce the consumption of a product by restricting supply, when demand is high. Jewellers are now paying a premium for gold, because their...
View ArticleThe Absurd Situation in Greece: Mostly Second-Hand and Small Cars After Crazy...
Greece has had multiple problems in the past, and has required a massive bailout from the EU which has bought its bonds in exchange for a program requiring that the government cut expenses and...
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August 2014 IIP at a Disappointing +0.4%, Manufacturing Contracts
The Index of Industrial Production (IIP) for August 2014 came in at a surprisingly low 0.4% after showing promise in the three months. IIP The disappointment was Manufacturing, with… (Read On…) [via...
View ArticleGreece Gives Markets Jitters While China Surprises With a Big Fall
Greece is back in the news again. Antonio Samaras, the Greek Prime Minister, has called for what is effectively a “vote of confidence” for his party. Greece’s president – which, like in India, is a...
View ArticleGreece Talks Fail, Grandstanding By All Involved, But We Think Greece Will...
There has been a lot said about Greece, but you have to give the new government one thing: They have guts. The Greece talks failed on Monday , mainly because Syriza, the newly elected government that...
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You Might Not Believe It, But It is Greece Time Again!
Greece is back! We won’t bore you with the details but it seems there’s doing crisis level meetings (again) on the fact that Greece needs money, and it needs money to pay people it owes money, and...
View ArticleWhy I Think Markets Will Go UP When Greece Says No
Greece has voted. But we don’t know yet what they’ve voted because the words that will echo through news channels and websites for the rest of the evening will be OXI and NAI, No and Yes respectively...
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Greece Has Rough Choices: Temporary Grexit or Much More Austerity
The weekend is over and there is no Greece deal yet. The latest is that the European Troika are not okay with Greek PM Tsipras capitulating completely on Friday and accepting all their earlier...
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