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Seeking Alpha
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CRISIL: India's Domestic Rating System, and a Closer Look at Ratings Agencies
on Jul 12, 2009
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Thoughts on Consolidation in International Telecom Market
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Thoughts on 'The New Paradigm for Financial Markets' by George Soros
on Jul 05, 2009
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Cinemark Holdings: The Advantages and Disadvantages
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Why I'm Long Cognizant, Short Infosys
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My First Long / Short Trade: Infosys and Cognizant
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Emerging Markets, Oil and Commodity Prices and the Possibility of Stagflation
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Expanding Margins: Enjoy It Cautiously While It Lasts
on May 25, 2009
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Hindustan Unilever: Interesting Times in Indian Market
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The Bull Argument for Oil
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Fast Moving Consumer Goods Stocks: Best Hedge Against Inflation
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The Joke Called Indian Accounting Standards
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The Treasury's Game Changing Proposal
on Mar 24, 2009
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Russia's Pact with China: Will Others Follow Suit?
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Tough Times for the Media Industry
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Philip Morris Tanks 2009
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Bankruptcy Is Good for Satyam
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Philip Morris: One Giant Currency Play
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Let Satyam Go Bankrupt
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Selling Satyam: Here's How the Process Should Go
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Market Calls I Got Right - and Wrong - In 2008
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Jim Grant: Debilitating Loss Is No Reason to Quit Investing
on Dec 15, 2008
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Prisoner's Dilemma: What's a Bank CEO to Do?
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Three Ways to Justify a Bull Market, and Why They're Wrong
on Nov 03, 2008
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Perhaps It's Time to Think of a New Currency Regime?
on Oct 28, 2008
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Debt Deflation and Capital Injections
on Oct 27, 2008
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Investment Strategies in the Current Crisis
on Oct 27, 2008
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5 Things You Can Bet on Following the Treasury's Plan
on Sep 22, 2008
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The Slow Start of Deflation: A Case for Bonds
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Why Verizon Will Take Over Vodafone
on Aug 20, 2008
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VOD, VZ
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Should I Buy Fannie or Freddie Stock Today?
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Time to Short Commodities, via SMN?
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