YES, I’M TYPING IN ALL CAPS, WHICH USUALLY INDICATES SOMEONE IS YELLING…I’M F’N PISSED. To put this post in context, … More
Category: India
Dear Indian Investor
Tis the season for the Q3 quarter ending investor newsletters from hedge funds and man some of these newsletters read … More
Speechless
Wow, what a day on the Indian equity markets…Sensex down 1070 points and the Nifty down 360 points. Currently the … More
Paging Mark Haines
With the market rumors swirling about the imminent demise of ICICI Bank, Chanda Kochar the Joint Managing Director was all over … More
Boom to Bust
Over the past several years the great Indian real estate story has been front and center. From a Bombay point … More
Still Connecting the Dots…
On this day 3 years back I moved to India for business and it’s been quite an adventure ever since. Working … More
Real Estate Update
Several of my friends were in town this week for a real estate conference and I got a chance to … More
Excellent reports on Indian politics
Kotak Securities which is known more for it’s corporate equity research has partnered with the newspaper Business Standard to produce … More
Lehman has left the building
Actually Lehman has sold the building. Lehman’s US broker/dealer operations were sold to Barclays for USD 1.75 billion, which seems … More