The RBI has the most room to cut
Here’s an “interesting” graphic from WSJ that shows how India is clearly the leader – in high interest rates that is. India is clubbed with Japan (whose rates rule at…
Should the US be merged with China or Canada?
Peter Rip, General Partner at Crosslink Capital, has a post on how US is currently looking like a classic “restart opportunity”. The current discussions (December 2008) in Congress and the…
“US lawmakers have much to answer for”
In an article for Economic Times, noted IAS officer Srivatsa Krishna points out some historic regulatory blunders that led to the US credit crisis . First, at the heart of…
“Strong Dollar is bad news for Emerging Markets”
CNBC-TV18 has an interview with Shankar Sharma, Vice-Chairman and Joint Managing Director of First Global, in which he points to the inverse relationship between the US Dollar and the fortunes…
“VCs will require to invest more per company”
Outlook Business has an interview with Promod Haque, Managing Partner of Norwest Venture Partners, in which he says the need for VCs to provide more support to existing portfolio companies…
More on how the financial crisis could benefit IT firms
Mastek CEO Sudhakar Ram has an article in ET on how the current financial crisis could be a boon for “second and third wave” of IT Services companies. When we…
“One day they would regret”
Extract from the minute book of Bank of Rajasthan’s AGM proceedings (See Page 7 of 10). 5. What action we are taking against BNP Paribas and Avenue Capital as they…
“Real Estate Developers Seek Santa Claus”
Dhirendra Kumar of mutual funds research firm Value Research has an article describing how the current woes of the Real Estate sector are largely self wrought. In the last three…
Why India too got sucked into the liquidity crisis
Business Today has used a recent research paper titled “The current liquidity crunch in India: Diagnosis and policy response” by Jahangir Aziz, Ila Patnaik and Ajay Shah, to review why…
Growing with each blast
For an overseas investor researching “hot sectors” in India remotely, it looks like the easiest thing to do would be to list services that the government is expected to deliver…