hownow

17 Comments

    • India's Approaching Age of Basic Materials [view article]

      Well Shiv, analysts all over are finally being seen in new light for their "special" visionary skills.. but it is worrying you manage to miss even their simple maths..

      materials - global supply /demand.
      Cap goods - domestic supply /demand.

       Sep 26 02:25 AM
    • ICICI Bank: Boring Business, Compelling Valuation [view article]
      ICICI bank is one of the pillars of the Indian growth story

      indiaplay.blogspot.com...

      ..and (till yesterday) took pride in bringing home to Indians, the benefits of US Banking sectors visionary growth.       Sep 26 01:25 AM
    • India's Recent Economic Growth Causing Infrastructure Problems [view article]
      Sandy,your "contact" in India sounds like an awfully sharp chap..

      Here's one of the heroes of Indian infra you could point your "contact" to

      indiaplay.blogspot.com...

      Sep 26 01:14 AM
    • Why the Blogosphere Has Turned on Paulson [view article]
      Yup and they maybe could explain how badly the US auto industry needs relief packages quickly too.. just like derivatives .. the US *needs* those cars..

      .. If these geniuses were around then, the US textile workers would still be proudly churning govt.subsidized, expensive clothes ..was too big to fail..too many job losses.

       Sep 22 10:16 AM
    • The Insanity of Adjustable Rate Mortgages Endures [view article]
      A question springs to mind..

      ..how long have you been holding this FNM,FRE *long* ?       Sep 22 09:30 AM
    • While Street Yells 'Sell!' Lampert Buys Back 4% of Sears [view article]
      Nobody wants buy his business ..nobody wants to shop at his business....business burning cash.. future looks no better. what do you do?
      .. you prop the shares.

      Lucky Eddie started believing his own genius.       Sep 01 03:52 PM
    • Lehman, How Much Is Your Headquarters Worth? [view article]
      CitiGroup will again upgrade LEH soon and Asians/Arabs will again rediscover fresh value and all will be well again. Sep 01 03:29 PM
    • Will the ECB Send Emerging Markets Down This Week? [view article]

      But India is decoupled ..thank god. ;)       Sep 01 03:24 PM
    • India's Growth Rate Slows Further In Q2 2008 [view article]

      Yes the direction is a bit unclear as evident :
      indiaplay.blogspot.com...       Sep 01 03:21 PM
    • India: The Bear Case [view article]
      Well it was evident to some clearly.

      indiaplay.blogspot.com...       Jul 06 09:16 AM
    • Has A Global Housing Slowdown Begun? [Housing Tracker] [view article]
      Indian real estate booming?????

      you need an update

      indiaplay.blogspot.com...


       Jun 24 01:41 AM
    • India Investors Best Off Sitting on the Sidelines for Now [view article]
      No,No..Soham!!!

      You cannot be changing your tune now..esp since you were advocating "long on economy" in april with your faulty data,

      seekingalpha.com/artic...

      when we should have been listening to Ludus here

      indiaplay.blogspot.com...

       Jun 11 11:22 AM
    • The Stock Market: Searching for Signs of Intelligent Life [view article]

      Markets are in good hands, just show some respect for the pros now:

      tinyurl.com/55cxeg       Jun 09 01:40 PM
    • Aberration in Clear Thinking by JP Morgan [view article]

      Lee still has some catching up to do with Citigroup stalwarts

      tinyurl.com/55cxeg       Jun 09 01:34 PM
    • Why I'm Starting to Build up Indian Banks [view article]
      er.. how's the trade panning out Mark?

      Here's a perspective for further positions:

      indiaplay.blogspot.com...

       Jun 07 12:10 AM
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