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.
India's Budget Stimulates Votes amid Negative Growth [View article]
One word for Indian businesses and Indian govt. ..they're all SPENT.
Emerging Markets: Beware of the 'Head-in-the-Sand' Strategy [View article]
Similar "smartMoney" sand in Mumbai :) :)
indiaplay.blogspot.com...
Mumbai Terrorism Clouds Templeton's 'Buy India' Call [View article]
Finally somebody gets India at SA.
The rest been just periodically issuing bottom buy calls last 6 months.
And Mobius looks like he's going to do a Buffett (on GS/GE) on India.
Indian Equities: Still Not Time To Buy [View article]
AND you would do well to keep an eye on Ludus (though MIA lately)
indiaplay.blogspot.com/
Short India Is a Perfect Emerging Market Trade [View article]
2 points for the optimists:
1. ALL the retail investors are still holding their stocks since index 21,000 and will hold until 6,000.
2. Anyone tried selling property in India lately ?
Read indiaplay.blogspot.com for reality check haha :)
India Battered by Global Storm [View article]
Articles like these would go a long way in reviving the Glorious Indian Bull Run.
It is urgently needed :
indiaplay.blogspot.com...
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.
India's Recent Economic Growth Causing Infrastructure Problems [View article]
Here's one of the heroes of Indian infra you could point your "contact" to
indiaplay.blogspot.com...
India's Growth Rate Slows Further In Q2 2008 [View article]
Yes the direction is a bit unclear as evident :
indiaplay.blogspot.com...
India: The Bear Case [View article]
indiaplay.blogspot.com...
India Investors Best Off Sitting on the Sidelines for Now [View article]
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...
The Dance of the Elephant: India in Action [View article]
Also they need new investors surely
indiaplay.blogspot.com...