Anshu Sharma - Seeking Alpha 'Anshu Sharma' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/author/anshu-sharma Satyam Fraud Raises Tough Questions About Owning Stock http://seekingalpha.com/article/113842-satyam-fraud-raises-tough-questions-about-owning-stock?source=feed 113842 Fascinating. Incriminating. Disappointing.

Satyam's CEO has written a mea culpa letter to the regulatory authorities indicating a fraud of epic proportions that included inflated cash balance, fake earnings and more. He said, the scheme reached "simply unmanageable proportions" and he was left in a position "like riding a tiger, not knowing how to get off without being eaten." CNBC referred to it as the "Indian Enron" on air today.

]]> Thu, 08 Jan 2009 07:33:15 -0500 Anshu Sharma Anshu Sharma submits:

Fascinating. Incriminating. Disappointing.

Satyam's CEO has written a mea culpa letter to the regulatory authorities indicating a fraud of epic proportions that included inflated cash balance, fake earnings and more. He said, the scheme reached "simply unmanageable proportions" and he was left in a position "like riding a tiger, not knowing how to get off without being eaten." CNBC referred to it as the "Indian Enron" on air today.


Complete Story »]]> SAY Anshu Sharma India's Exploding Real Estate Market: Shades of the Florida Condo Bubble http://seekingalpha.com/article/63763-india-s-exploding-real-estate-market-shades-of-the-florida-condo-bubble?source=feed 63763 I just returned after spending a few weeks in New Delhi, India. The incredible pace of growth in India inspired me to see if I can participate in the growth by investing. India does not allow direct investment in equity markets for non-resident Indian citizens (and definitely not not foreigners). I do invest in US-listed ADR like Infosys (INFY) and exchange traded funds or closed-end funds like the India Fund (IFN). But I wanted to invest directly. One option available is real-estate.

The numbers when it comes to real-estate just don't add up though. Real-estate in India is incredibly expensive and not just by Indian standards (with per capita GDP of US$ 700 per annum). Here are some numbers:

]]> Fri, 08 Feb 2008 06:23:56 -0500 Anshu Sharma Anshu Sharma submits:

I just returned after spending a few weeks in New Delhi, India. The incredible pace of growth in India inspired me to see if I can participate in the growth by investing. India does not allow direct investment in equity markets for non-resident Indian citizens (and definitely not not foreigners). I do invest in US-listed ADR like Infosys (INFY) and exchange traded funds or closed-end funds like the India Fund (IFN). But I wanted to invest directly. One option available is real-estate.

The numbers when it comes to real-estate just don't add up though. Real-estate in India is incredibly expensive and not just by Indian standards (with per capita GDP of US$ 700 per annum). Here are some numbers:


Complete Story »]]> IBN IFN INFY Anshu Sharma The New Internets: Where Microsoft Can Win http://seekingalpha.com/article/63174-the-new-internets-where-microsoft-can-win?source=feed 63174

Google (GOOG) has a clear lead over Microsoft (MSFT) when it comes to desktop based internet search and advertising. The big pond that Google is going after to expand its market is to aim for a bigger share of the advertising pie that includes print, radio and even television advertising.

Meanwhile, Microsoft is trying to catch up with Google in search and advertising. But that is not where it can out maneuver and beat Google. This may be the reason Microsoft is targeting ubiquitous computing - the new internets that are yet to be dominated.

]]> Tue, 05 Feb 2008 09:22:59 -0500 Anshu Sharma Anshu Sharma submits:

Google (GOOG) has a clear lead over Microsoft (MSFT) when it comes to desktop based internet search and advertising. The big pond that Google is going after to expand its market is to aim for a bigger share of the advertising pie that includes print, radio and even television advertising.

Meanwhile, Microsoft is trying to catch up with Google in search and advertising. But that is not where it can out maneuver and beat Google. This may be the reason Microsoft is targeting ubiquitous computing - the new internets that are yet to be dominated.


Complete Story »]]> GOOG MSFT YHOO Anshu Sharma Goldman Sachs: Indian/Chinese Institutions Could Buy American Banks http://seekingalpha.com/article/55007-goldman-sachs-indian-chinese-institutions-could-buy-american-banks?source=feed 55007 I never thought I would see this in my lifetime but emerging market financial institutions from India or China may be able to buy out American banks due to the fallout from mortgage crisis, according to the latest Goldman Sachs (GS) report. The report says:

Further, we would not be surprised to see the first acquisition of a major US broker or commercial bank by an emerging market institution. While most US brokers and some US banks have broadened their geographic presence over the past decade, none has developed a truly robust Chinese or Indian offering. With these economies growing at multiples of the US, we would not be surprised to see a larger international bank attempt to gain access to the US financial services community through acquisition.

Add to the mortgage crisis, the rapid decline in value of US dollar against these currencies and the growth rates of these economies - the scenario begins to look much more plausible. It's a matter of when and not if.

]]> Wed, 21 Nov 2007 07:02:34 -0500 Anshu Sharma Anshu Sharma submits:

I never thought I would see this in my lifetime but emerging market financial institutions from India or China may be able to buy out American banks due to the fallout from mortgage crisis, according to the latest Goldman Sachs (GS) report. The report says:

Further, we would not be surprised to see the first acquisition of a major US broker or commercial bank by an emerging market institution. While most US brokers and some US banks have broadened their geographic presence over the past decade, none has developed a truly robust Chinese or Indian offering. With these economies growing at multiples of the US, we would not be surprised to see a larger international bank attempt to gain access to the US financial services community through acquisition.

Add to the mortgage crisis, the rapid decline in value of US dollar against these currencies and the growth rates of these economies - the scenario begins to look much more plausible. It's a matter of when and not if.


Complete Story »]]> FXI IFN INP XLF Anshu Sharma