Rakesh Saxena

India Risk Rises as Pakistan Unravels

Dear Juan77: I don't know of any short India ETFs--but perhaps you can search this site for more information on the subject or ask one of the SA editors. I could not agree with you more on the inflated asset values in India. Many thanks - Rakesh


On Mar 13 02:12 AM juan77 wrote:

> Hi Rakesh, thanks for another nice article.
> I think the word hyper inflation sums up the situation in India -
> because asset prices were super inflated fueled by hype!
> Are there any short India ETFs?
> I look forward to your articles ever since I read your article where
> you predicted(very correctly) that BAC would fall to $5.

India Risk Rises as Pakistan Unravels

Dear Aalan: You raise a good question, and I should make two points in reply. Firstly, given my fundamental view that systemic risk globally has not been contained, and will not be contained for quite a while, I am not inclined to buy anything at this point. Secondly, since my core business is default risk and index put insurance pricing, I am assessing short selling windows all the time. I am not a value investor, and I don't as a rule make long-term "long" recommendations. I trust that provides the clarification you are seeking. Many thanks - Rakesh

On Mar 13 01:57 AM Aalan wrote:

> I wish I could say that I found this article informative and helpful.
> However, every article I have ever seen by Mr. Saxena is a recommendation
> to short. Mr. Saxena, if you have written articles in the past that
> have pointed to long opportunities, please direct my attention to
> them so that I can get some perspective. Identifying "risk" is an
> important contribution; but why should I believe an analyst who says
> everything should be shorted, any more than I should believe one
> who calls everything a "buy"?
>
>
>
>

India Risk Rises as Pakistan Unravels

DevKumar: If you were to become Prime Minister of India, then I may have to surrender to the Indian police also. You are scaring me. Please show some mercy.


On Mar 12 11:59 PM DevKumar wrote:

> Loser PROXIMO
>
> Are you Rakesh Saxena ? why don't you surrender to Thai Police.

India's Budget Stimulates Votes amid Negative Growth

Dear Yamu: Current budget-gap target is 5.5% of GDP. But many analysts predict dramatic revisions once the elections are over. For example, one BJP spokesperson indicated the need to increase defence spending further, by at least another 25%. Many thanks - Rakesh


On Feb 17 08:24 AM Yamu wrote:

> Any number on the budget deficit? At least they're using the mones
> to stabilize their country and keep it together...