Shiva

India Risk Rises as Pakistan Unravels

Linking Pak's turmoil to India's CDS spreads is a bit far fledged. India, just like other nations is reeling under weak exports,a ballooning current deficit and a weak employment scenario, with another factor thrown in- ELECTIONS. In the past few decades India has come a long way, totally dissociating itself from the Pakistan trouble. Its true that a collapse of Pakistan will spell trouble for INDIA, but tell me who is safer if such a thing happens especially given their nuclear capabilities? Hence I feel that linking security risk with its economic risk is a bit of a stretch. It can be true in case of Pakistan due to the total collapse of the administration over there, but not in case of India which is a thriving Democracy.

The Japan Problem

When a stock index touches its 26 year low, its very easy to ignore it in your portfolio allocation.

As GM Goes, So Goes the Nation (Part 2)

"Overconfidence, hubris, lack of courage, foolish decisions made, and crucial decisions deferred have been the hallmarks of GM and U.S."

Couldn't agree more. But I have a feeling that Obama is rising to the challenge of reversing all that went wrong. The only question that remains is- Will the US rise again and recover its place in the world or is it simply too late for magic....

7 Signs of an Economic Bottom

Increase in CPI may be a good thing for a while but it is bound to attain the shape of a monster thanks to the dollar printing & pumping, which is going on in the US. This is certainly not a signal that the economy has bottomed out.
The surest sign that markets/economy hasn't yet bottomed out- You see lots of articles around you saying that we have reached the bottom and its time to buy!!

The Volcker Effect: Making Markets Feel Good

I do admit that market movements are irrational most of the times. But seeing a person on TV would jack up the DOW and vice versa ?? I won't buy that....

The Rise and Fall of RBS: How Fred Goodwin Went from Hero to Zero

The worst part is that the tax payer's money is being used to plug the holes caused due to management's crazy hunger for growth.

It's Inflation, Stupid

US has been doing this for years that is Printing lots & lots of Dollars just because its still valued elsewhere. The biggest question this crises poses is that - Will the Dollar sustain the deluge this time?