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I’m More Like a Chess Player

October 26, 2006 – Many times people say to me “Oh, you’re contrarian right?” and though I subtitle my blog as “Contrarian investment news you won’t find in the mainstream media”, a much more accurate self-description of my style would…

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Indian Banks Anyone? Four Letters: HDFC

October 23, 3006 – Last week I wrote that I wouldn’t touch China’s banks with a ten foot pole as in investment vehicle no matter how big Chinese bank IPO’s are splashed all over major newspaper’s headlines. However, India’s banks…

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