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October 2013 at Capital Mind: Onion Prices, The Unbelievable Rally, Unravelling GDP, FIIs Sell Debt

Deepak Shenoy3 min read
Quick Facts
What is "October 2013 at Capital Mind: Onion Prices, The Unbelievable Rally, Unravelling GDP, FIIs Sell Debt" about?
What category is this article in?
Commentary
Who wrote this article?
Deepak Shenoy, Capitalmind's research team.
When was this article published?
Published 2 November 2013.
How long does this article take to read?
3 min read
What topics does this article cover?
MonthlySummary
What does the "Macro and Markets" section say?
Singapore Hurts Property Bubble By Limits on Housing Loan Payments, Higher Taxes India has the highest petrol-price-to-income ratio in the world Apollo Counters Cooper allegations; Deal Might Fall Through Reliance Sep 2013 Results: Profit Shocker at +1.5% Only, Saved Only By The Dollar Consumer Prices Go Up at a Scary 9.84% in Sep 2013
What does the "RBI and Banking" section say?
14 Day Repo Auction Goes at 8.79%, Liquidity Still Tight RBI Sells $6.8 Billion in August 2013, After $6bn in July Currency Notes In Circulation Shows Lowest Growth in 6 Years RBI Cuts Rates to 9%, Announces 7 and 14 day Repo Ahead of Policy, RBI Says Growth Subdued, Inflation Might Be Checked
What does the "Fixed Income" section say?
Should NRIs invest in FCNR Deposits? Video: Liquid and Ultra Short Term funds, and Fixed Deposits Fixed Income: 7-Day Repo, 15,000 cr. G-Sec Auctions Tomorrow MSF Borrowing Goes Back Up, a Strange Repo Dip RBI Collects $10 Billion from FCNR Window, But Uses it to Sell in Market
What does the "Popular" section say?
Video: Buckner Says Hyperinflation Could Come Soon in the US Friday Reads: Pump Scams, HSBC Goes, Rupee Rises and Falls, ED Clears Walmart Introducing: Ask Capital Mind LIC Charges For Paying With Debit Cards The US Shuts-Up
What does the "NSEL" section say?
NSEL: Mgmt Arrests, E&Y “Checked” Warehouses, Sinha’s Wife Traded on MCX NSEL: Show Cause Notices, Empty Warehouses and We-Want-That-Gold SEBI was Told About FT Danger in 2007, NSEL Investors Being Probed Too NSEL “Settles” with Mohan India, EOW Freezes Jignesh’s Accounts

Here’s Capital Mind in October, with traffic a little bit light as I took a vacation:

Macro and Markets

Singapore Hurts Property Bubble By Limits on Housing Loan Payments, Higher Taxes

India has the highest petrol-price-to-income ratio in the world

Apollo Counters Cooper allegations; Deal Might Fall Through

Reliance Sep 2013 Results: Profit Shocker at +1.5% Only, Saved Only By The Dollar

Consumer Prices Go Up at a Scary 9.84% in Sep 2013

The Rally No One Wants To Believe

Wholesale Price Inflation for Sep 2013 at 6.46%, Uptrend Resumes

August IIP Comes at +0.6%, Rubber Insulated Cable is Still Mysterious

Infy Sep 2013 Results in Charts

Infy Has Moved 10% in Each of the Last Three Result Days

Unravelling the GDP Number: The Perils of Arguing About Real GDP Growth

Exports Up 11%, Imports Down 18%, Best Monthly Trade Balance in 2 years

Chart: Dollar Down to August Lows Since Rajan

Apollo Gets Sued by Cooper for Not Doing Things Fast Enough

FIIs Continue To Sell Debt, Slow Down Equity Buys

Nifty P/E Beats EPS Growth Marginally, Then Breaks Off Downwards Again

The Wholesale Price Index Can’t Be Trusted

Killer Jeans But Not That Killer a Company

FIIs Buy Lots of Equity, Sell Lots of Debt in October

Tech: ITC and RCOM Show Short Entries in Strategy. Tata Steel Override Fails.

September PMI at Lowest in 4.5 Years

Suckered: The Case of Gujarat NRE Coke and The We-Wont-Tell-You Edition of Accounting

Chart: Nifty Returns Till September, Over the Years

Tech: TataSteel and TCS Do Their Magic, SesaGoa Shows Potential Loss

The Biggest Monthly Close Ever, The Largest Monthly Move In 20 months: October 2013

Tech Update: ITC, Sesa Goa Show Losses, RCOM Succeeds, and a Hindalco Trade

NHPC Will Buy Back Shares at Rs. 19.25

October Has Been the Month for….Realty

RBI and Banking

14 Day Repo Auction Goes at 8.79%, Liquidity Still Tight

RBI Sells $6.8 Billion in August 2013, After $6bn in July

Currency Notes In Circulation Shows Lowest Growth in 6 Years

RBI Cuts Rates to 9%, Announces 7 and 14 day Repo

Ahead of Policy, RBI Says Growth Subdued, Inflation Might Be Checked

Rajan Will Not Do a Volcker, For Now

RBI’s Rajan Increased Repo, Drops MSF, Increases Term Repo Limit

Fixed Income

Should NRIs invest in FCNR Deposits?

Video: Liquid and Ultra Short Term funds, and Fixed Deposits

Fixed Income: 7-Day Repo, 15,000 cr. G-Sec Auctions Tomorrow

MSF Borrowing Goes Back Up, a Strange Repo Dip

RBI Collects $10 Billion from FCNR Window, But Uses it to Sell in Market

Video: Buckner Says Hyperinflation Could Come Soon in the US

Friday Reads: Pump Scams, HSBC Goes, Rupee Rises and Falls, ED Clears Walmart

Introducing: Ask Capital Mind

LIC Charges For Paying With Debit Cards

The US Shuts-Up

Thursday Reads From Gurgaon

Three Reads: High Credit/Deposit Ratio, Bearish US Housing, Trouble in Walmart-Bharti

Video: How to Generate Black Money?

An Analysis of SIP Returns on the Sensex for 23 years

The US S&P 500 Long Term Return Adjusted for Inflation

The Wrong Battle for the Rupee

Saturday Reads: US Defaulted in 71, Asset Backed Bonds, Faking a Company, DIIs Better than FIIs

[Onion Charts Sho

w We Have Highest Prices in 12 years](https://content.capitalmind.in/2013/10/onion-charts-show-we-have-highest-prices-in-12-years/)

The Biggest Venture Capital Sector Investment in India is…

NSEL

NSEL: Mgmt Arrests, E&Y “Checked” Warehouses, Sinha’s Wife Traded on MCX

NSEL: Show Cause Notices, Empty Warehouses and We-Want-That-Gold

SEBI was Told About FT Danger in 2007, NSEL Investors Being Probed Too

NSEL “Settles” with Mohan India, EOW Freezes Jignesh’s Accounts