brij srivastava

29 Comments

    • India: The Bear Case [view article]
      India creates billionaires overnight.This phenomenon needs a complete scrutiny.The answer lies in pricing of public issues by govt.agencies and also in rampant price rigging by operators (read:promoters).


      Jul 07 12:20 AM
    • Has A Global Housing Slowdown Begun? [Housing Tracker] [view article]
      Your views are on track,but investment in indian realty should be done after seeing this present government out. Invest in india only when there is a government with clear majority.Thats my take on this subject.
      Jun 25 01:12 AM
    • Citi's Pandit Skewered [view article]
      Pandit in india are priests i.e. high class brahmins who are well versed to perform all the necessary hindoo rites, incl.the last rites.
      May 18 07:45 AM
    • Goldman Sachs: Gasoline Not Driving Oil Price [view article]
      We dont need a Goldman's paid Murthy to look amazed at oil's prices today. Oil is going through its last leg of commercial use and now there is no choice left but to take a hard look at the outer space i.e. solar energy and other alternate sources.
      Any indication by US or Japanese/European/Chin... car manufacturers turn to batteries by a small fraction it will bring boiling oil to cooler climes.       May 09 11:52 PM
    • Why I'm Closing India Fund [view article]
      I totally agree with Trader Mark. May 09 09:15 PM
    • Citigroup: Morgan Stanley's Top Short Idea for 2008 [view article]
      In such situation as Citi is in,any layman would layoff.Morgan Stanley need not pay its analysts to forecast what seems obvious.Short idea is understandable,but what should be the covering up rate? Dec 12 09:58 PM
    • China Versus India in the Last Two Months [view article]
      India is the Office and China is the Factory.....thats how the neo-world has evolved.West provides the necessary Capital. Dec 12 09:37 PM
    • Why China Won't Dump USD Reserves [view article]
      Damodaran bhaiya,interesting point.But,when i put myself in China's situation,i feel an inside urge to pull out of US treasuries.Decisions have only two results i.e either right or wrong...but safety over-rides all other decision making tools in current situation.Chinese have a right to make a financial decision,lets see how they cope up with it. Nov 17 09:28 AM
    • Sliding Dollar Turns U.S Into World's Discount Mall [view article]
      Law of comparative advantage,Mr.Greenberg Nov 10 04:29 AM
    • Who's Failing Us With Bad Information? [view article]
      Lift the corporate veil............check all the accounts of employess past and present.I hear that Mr.Prince gets a $40 million parting gift from the Citibank...thats what u call an icing on the cake.
      Nov 10 04:18 AM
    • Indian Stock Plunge a Yearly Call [view article]
      As per Chidambaram's statement in US that there are no more than 30 FII's who issue PN's in India out over 1000 FII's registered and he is on record saying that SEBI had been in touch with those FII's for past 10 days before the media made it public.Business channels which i watched just before openeing of trades were informing public confidently that the markets could crash 10% and then there would be a trading halt for one hour.Then again if there was further fall ,then again the trading would be halted.Markets opened and shut shop within A MINUTE.I find it very creepy.
      I wonder why SEBI did not disclose this price sensitive information the moment they got in touch with FII's issuing PN,s.There was a gap of 10 days if we take the Finance Minister,s statement.
      There is a loss of over a trillion INR of investor,s wealth.
      Now the point i make here is....SEBI's deliberation with 30 odd FII's was on for past 10 days and market did not crash until the media broke the NEWS.One trillion rupee loss and market shutting within a minute of opening after news break shows the role of media in creating a mayhem.My personal view is Finance minister and SEBI were doing routine official work but it is the media who created this panic which lynched hapless traders and investors.In my case I have had enough of so called business channels in india.
      Another thing which crosses my mind is that what's the harm in Finance Minister of India asking people to disclose identity...everyone investor in india does that.So whats the big deal?Besides SEBI gave 18 months to wind up incase foreign investors were not willing to oblige.
      Oct 20 06:52 AM
    • Merrill Takes $5.5 Billion Write-Down [view article]
      Sub-prime lending went on unabated for long.No body checked the damage it could pose until it raised its ugly head up.This whole business was so corporatised that no one was willing to blow the whistle.....as everyone in it was well greased to let it go on.....after all it was the depositors money that was being blown ruthlessly.Now shareholders are bearing the brunt. Oct 07 04:01 AM
    • Are Indian Stocks Getting Too Far Ahead of the Pack? [view article]
      The mantra is..........weak INR is good for india i.e a stronger $.....We have been fed on this premise since independence.I am not looking outside towards the US,but,am looking inward as to how our policy makers chisel out the rupee.My fingers are crossed,Mr Pandya. Oct 06 01:29 AM
    • Is the Party Over for Indian Outsourcers? [view article]
      Is the Party Over for Indian Outsourcers?............. Sir,definitely not.Rather this party seems to be over for the outsourcers who have lately been feasting on cheap indian talent/enterprise.Time to get real now.Strong rupee is what outsourcers need to tackle now,incase they dont wanna do the job themselves.This party will be over when Law of Comparative Advantage is no more relevant....basic economics Mr.Trent.Look for time immemorial,we were told that strong dollar is good for us,even now the effort is on to supress appreciating indian rupee by the indian authorities.Realistic rupee will in turn bring more clarity to this poser of yours.
      As far as visa restriction by us authorities is concerned,its more to do with US policies,which is governed by various other factors,some not incidental to main issues.       Aug 11 08:40 AM
    • Is India's Economy Overheating? [view article]
      Mr.Sharma,thank you for the feedback. Auto sector slowdown as you term it maybe a caused by various other factors (including rate hike),the auto companies would never have gone for expansion knowing fully well the imapct of interest rake hikes.
      Real estate in india has always been a black money play.Now lately with increased income with families due to salaries hitting roof,real estate is now coming to terms with clean money chasing clean properties.There has to be some gestation period for maket forces to apply.The fall in property prices is very well understood and what we have seen is just a begining.The cycle could last a period of ten years.
      As for IT companies,the party is nearing its end...how long can a government flog its own currency to keep a certain sector flourishing?IT companies have had tax free run for too long now.Rupee is at its begining of its rising graph....no amount of government intervention can keep it suppressed for long.Even Dubai exchange is getting ready for rupee futures,wake up call.
      Still i agree with you......it is a wait and watch situation...hope not for long though.Thanks       Jun 18 04:53 AM
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