“2009: The Year of Collapse for Indian Real Estate”
Stock market investor and trader Deepak Shenoy who had a very accurate prediction for markets in 2008 has come up with another for 2009. Here are some of his going…
Ashamed of being a Wall Streeter?
From the “Dear Lucy” career advise column in Financial Times. At a dinner party last Saturday I was asked by a fellow guest what I did and I said I…
Policy Confusion in the Air
In an article for The Economic Times, Suhel Seth, an advisor to British Airways, points out the problem facing Indian airlines has more to do inaction on “vital but unpopular…
“M&A landscape to alter significantly”
Moneycontrol.com has a video interview with Ashok Wadhwa, MD of Ambit and Sumanth Sinha, COO, Suzlon Energy, on the drying up of deal activity. Both panelists agreed that more transactions…
Correction in Valuations a Positive for PE: Adveq CEO
AltAssets reports on the Swiss-headquartered PE fund-of-funds manager’s annual press conference in Frankfurt. The current global financial crisis will impact private equity in three waves: firstly, through a correction of…
“Freeing Up Education Key to Avoiding Demographic Disaster”
In an article for The Economic Times, Janmejaya Sinha, MD at The Boston Consulting Group India, makes a passionate and stats-filled case for an urgent freeing up of the Education…
Why aren’t there more Shankar Sharmas?
On the “Samvat 2065” show on CNBC-TV18, Samir Arora of Helios Capital Management pointed out something I’ve been thinking of frequently in recent months: why are there so few market…
Rakesh Jhunjhunwala vs. Shankar Sharma
Normally, Samir Arora of Helios Capital Management makes for good TV. Not on the “Samvat 2065” program on CNBC-TV18 though. The often volatile sparring between his co-panelists – well known…
“The scope for PE is much larger”
In a column for The Mint, Govind Sankaranarayanan, CFO of Tata Capital, says the current tough environment for capital raising is likely to spur Private Equity investments in India. Somewhat…
Why the Oracle of Omaha is buying now
From Warren Buffet’s NY Times article. I can’t predict the short-term movements of the stock market. I haven’t the faintest idea as to whether stocks will be higher or lower…