Thanksgiving Massacre

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

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

Real Estate Update

Several of my friends were in town this week for a real estate conference and I got a chance to … 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