PROXIMO

Will China's Ideological Crisis Overwhelm Stimulus Spending?

The above Canadian newspaper, The Province, said in its May 12th issue that Rakesh suffered a stroke in March, and lost use of his left arm and side. He appeared in court in a wheelchair. I hate it that he's not posting articles now, as he was one of my favorites. I hope his medical and legal issues end up being resolved such that he has much to look forward to.

Will China's Ideological Crisis Overwhelm Stimulus Spending?

Above comment duplicate to March 12 India risk comment.

Will China's Ideological Crisis Overwhelm Stimulus Spending?

Rakesh--Enjoyed the article. When are you going to post again? I am in dire need of a fix. I'm concerned I may have withdrawls if no posts are soon forthcoming (just kidding). Although some of what you write typically goes over my head, I also learn much from your writings. I also very much enjoy articles on SA by Greg Weston,Andrew Left, John Lounsbury,Steve Hansen, Thomas Ryan, Charlie Bottle and Vinod Dar. I received an MBA from a small accredited university in south Texas several years ago, and although I got a lot out of the program, the reality is that you and the other names I just mentioned have it all over the faculty at grad school, in my opinion. Keep up the good work and thanks for all you do. Prox.

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.

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.