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Budget 2012 Will the FM think longterm for a change?

Feb 14, 2012

Budget 2012 Will the FM think longterm for a change?

The reduction of taxes, spending on rural employment and now a food security bill are all shortterm measures guaranteed to bring down the country in the long term. #Inflation #Reserve Bank of India #NREGA #Pranab Mukerjee #Budget 2012 #Budget2012 #NotJobsButPassion
2012 can see a global equity market rally with euro as the carry trade currency

Jan 10, 2012

2012 can see a global equity market rally with euro as the carry trade currency

Low eurozone interest rates and high liquidity from the central bank will can act as a catalyst for carry trades. #HowThisWorks #US Dollar #Euro #Eurozone #DebtCrisis #ECB #NotJobsButPassion
A 100th century to save a match

Jan 06, 2012

A 100th century to save a match

If ever there was a time to prove his greatness, it is today. Not that Sachin needs to, but this a time gifted to him by the gods. #Sachin Tendulkar #Gautam Gambhir #Dilip Vengsarkar #India vs Australia #NotJobsButPassion
RBI is being sucked into funding the govt's profligacy

Jan 02, 2012

RBI is being sucked into funding the govt's profligacy

The government's fiscal failures are, willynilly, being financed by the RBI. But for the central bank, interest rates would have shot through the roof. #RBI #fiscal deficit #DumbMoney #Bond yields #NotJobsButPassion
Uncomfortable times coming up in real estate?

Dec 27, 2011

Uncomfortable times coming up in real estate?

If business cycle conditions and financial conditions worsen, the problems of borrowing by real estate developers and speculators will get worse. #India #China #real estate sector #Realty Bites #Real estate bubble #bank loans #NotJobsButPassion

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Why we can not accept 'this' Sachin

Feb 21, 2012

Why we can not accept 'this' Sachin

Tendulkar has more cricket left in him good, worldclass cricket. But he isn't playing it today and that is the only issue. #Sports #ToTheContrary #Cricket #Australia #Sachin Tendulkar #NotJobsButPassion
Nearterm macro risks remain, but don't sell your stocks yet

Feb 10, 2012

Nearterm macro risks remain, but don't sell your stocks yet

It is definitely not the right time to sell and stay out. There is a lot of liquidity being pumped into markets by central banks #Uttar Pradesh #Inflation #Finance #WhyNow #Federal Reserve System #Market liquidity #NotJobsButPassion
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