Several of my friends were in town this week for a real estate conference and I got a chance to … More
Category: India
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
The BRIC's are falling like…bricks
Back in October 2003 a report from Goldman Sachs highlighted the four countries of Brazil, Russia, India and China termed … More
Rethinking Retail
When it takes a foreign newspaper to highlight an Indian issue, that’s a clear indication that things are not going … More
Mark Mobius on Emerging Markets
Experts on emerging markets are far and few between. One of the big guns is Mark Mobius of Templeton. Mobius … More
Club 272
Club 272 is not some new club in India, but it’s the number of MP’s that the UPA government needs … More
Ridham and Blues
Ridham Desai, MD of Morgan Stanley India, has been appearing on the financial networks lately talking about the Sensex correcting by … More
Indian Quant Fund
Back in December 2007, Lotus India Mutual Funds launched India’s first “quant fund” called the Agile Fund. I use the … More