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  • India's Exploding Real Estate Market: Shades of the Florida Condo Bubble [View article]
    bubble 101 ...
    1. the price has to defy measurement on all possible parameters ( relative/absolute/medi... before it crashes.
    2. actual deal has to happen at the topmost price
    3. bubble collapses only Slide accelerates..not just slide happen
    4. bubble collapses only when an institution directly involved in the bubble "signals fatigue" ...
    5. icici stock starts falling and the investment rep comes back to you ( but now he represents citi!!)
    Feb 08 16:47 pm |Rating: 0 0 |Link to Comment
  • How Much Longer Will Indian Outsourcers Offer Cost Advantages? [View article]
    outdate way of analysis .. you can generate n no. of scenarios using x combinations of currency and wage inflation..

    why dont you take the PV of these benefits ... you will hit upon a new conclusion ( try it)...

    no effort made on assuming stochastic currency rates ..or a step function ... try to bring some novelty..try to incorporate cycles in your assumptions

    and again .. lots of numbers and information without any conclusion and insight on where are you leading us to ... dont tell me that we shd look forward to a possible event in 2017 ...
    Aug 19 01:30 am |Rating: 0 0 |Link to Comment
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