Thursday, October 30, 2008
Making it flatter
Fed Opens Swaps With South Korea, Brazil, Mexico
http://www.bloomberg.com/apps/news?pid=20601086&sid=aUNPTGKAY_bQ&refer=latin_america
In the battle of uncertainity
Perseverence is the key ...
So play by sessions.... The way gavaskar used to play in test cricket... Play by sessions...
Have a plan for each session and play for it.... Be sure to account for the variable change
nityn
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Strongly believe
I very strongly believe that one should be given enough free time in office to be able to bring out some new thing ... i am talking about innovation....
It also comes to SAV concept... Still don't know about then read tompeters.com
Tuesday, October 21, 2008
Bleeding World economy
This is going in favor for US economy. I guess...
Saturday, October 18, 2008
China Participates
Any successful bailout of the US financial system would likely rely heavily on
China, the largest surplus country which already holds close to $1
trillion in dollar claims, given that the U.S. will likely need to issue more
debt. . Furthermore investing in US financial system might be in China's
interest as it is already suffering from falling U.S. and global demands -
Suggestions are being made that China might invest directly in financial
institutions rather than indirectly through purchases of U.S. debt as it has
done in the past
So it seems CHINA will get involved. Now it is remained to be seen if middle east gets involved. The moment it gets involved we have pushed it. Yes pushed the crisis by few more years and made the world more complex and more FLAT (world is flat :))
We will then just do a tangential miss with the recession and then do a V turn and retrieve the growth path ... This is also called the PARADIGM shift ... or the breakthrough shift
nityn
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Thursday, October 16, 2008
Should or Shouldn't
If they hadnot given the same then the effect would have been in many other places and that too uncontrable...
Now when will this be over????
- Until middle east participates
- Until third world economies understand that ASIA is knocking at the door and their growth will be deoendent on others growth ... So lets grow together
mmmmm.......
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Tuesday, October 14, 2008
V turn
Its going to be a V shaped recession.... At least this is what I feel... It fell fast and it should recover fast... As per liquidity is concerned, it will come in....
Only that this time middle east is going to participate too..... The money is going to get circulated even more
nityn
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Monday, October 13, 2008
Dude -- Gear up
You listening .............. gear up..... Its going to be raining men ..............
Loads and loads of work is required to be done in order to redo and clean up the mess created by the SMART folks....
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Never have I seen this world Unity
Never have I seen such a will and effort in past ......
Doesn't that remind of world becoming more FLAT
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Buy US / EU
13th October 2008
The valuations of the companies in US and UK have gone so low that suddenly there will be interest by the cash rich organizations to pick up stake.
If I have got tempted to pick up some shares or some stake, I am sure big corporates would be trying their level best to get some cheap picks (value buying)
This phenomenon will exist for the next 6 months...
RBI gives individual to remit 200,000 $ a year for investing in overseas market.....
Caveat: Be sure that the profits you get should not be lost with currency changes ... :)
Nityn