PROXIMO

Emerging Markets: Millions Returning to the Natural Economy

Rakesh---You have indicated that your preferred investment style is short sales. Just curious, if conditions improved, say, several years out and a bull market in stocks likely, would you still be most comfortable focusing on opportunities in the short sector? Or would you look to go long? Just curious---if you happen to read this comment. Thanks, PROX.

Ecuador: Chronicles of a Default Foretold

Informative post. Thanks Max.

There Are Many More Satyams Out There

Obviously the author's article went over your head like American Airlines. If you had taken the time to do five minutes worth of research on SA you would know the author has a negative view of many world markets at this time, especially the USA. Maybe the next time you decide to post your ignorant comments you will either do some research first, or even better, since you run a 115 year old health care firm (that pays dividends!) you make have access to some medical professionals who can transplant a brain into your head.


On Jan 09 10:22 AM amruth1 wrote:

> I run a 115 year old publicly traded Indian health care company and
> I am proud of the fact that we have been giving dividends since 1936(
> when we did our listing). This has to say something about corporate
> governance!
> We are one of numerous Indian companies that do a honest days work
> and take care of all our stakeholders. For this author to say most
> emerging market companies have transparancy issues reeks of prejudice(
> and going by his name which is Indian makes this more of a Uncle
> Tom syndrome) . Are we all forgetting the Enrons, World Coms and
> the Maddoffs of the world? Seriously, seekingalpha should be careful
> about who they allow to write.
> Lot of people unfortunately read this sort of garbage and believe
> it to be true.

India Unraveling: Stay Short Emerging Markets

I concur with author's analysis (as usual). Regarding the Author's Reply, I am not convinced that any Obama bounces are more than likely this month. His election may have given infrastructure plays a little gas, but beyond that, I don't see him providing any relief.

Wrong Great Depression Lessons Will Haunt Equities in 2009

This author's articles always inform and usually go deep, which is why I enjoy reading them. As opposed to the preponderance of raw sewage that is routinely laid out in many of the columns of the other alleged experts.