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Over the past few months, the news has been depressing for investors (and many others as well!). Internationally: The Greeks, Italians, and sundry other Europeans threaten to bring down the Euro The US government does not know how to revive its listless economy Even >>read more…  An inescapable and only too visible trend is the rapid urbanisation of India. Existing cities are growing rapidly (and haphazardly) in all directions, those that cannot (like Mumbai) are growing vertically, and many villages now resemble towns. Current estimates of “urban” population are in excess of 300 million, and likely >>read more… A couple of weeks back I was in Bangalore for the Aero India show. Never having attended this event, I was amazed at the scale. To begin with, there were the hundreds (thousands?) of spectators getting their thrills from somersaulting planes and models of missiles, guns and other military hardware. >>read more… 
As India struggles to break out of poverty and accelerate growth, it faces numerous challenges. Among these, one of the biggest pain points is the complexity in acquiring land for projects of any kind – be it infrastructure or industry.
Land is a fundamental resource. >>read more…  An article in the Mint (yesterday, 27 apr), highlighted the growing interest of fund managers in “clean energy” opportunities in India. The article quotes several investors, who provide reasons on why they think this is a “hot” sector. These range from high growth, near insatiable energy demand, government >>read more… Earlier this week, while at Terrapin’s India Investment Summit 2010, I got a full dose of the learned views of fund managers, economists and other experts. Much of this comprised the usual “politically correct” themes that one hears at most conferences. There was a consensus that India >>read more… Market sentiment is fickle. Analysts and media seem compelled to manufacture reasons (post-facto) for why the market is going up or down. So one day the Nifty rises because FIIs feel that India is a great long term story. The next day, it collapses because China may reduce >>read more… The last few months have seen some spectacular sums pouring into equity markets via IPOs. Especially power utility stocks. After Adani Power, we had NHPC and most recently, Indiabulls Power. While over-subscription is expected in an irrational bull phase (like when Reliance Power broke all records last year), >>read more… IPOs in India invariably tend to attract huge media hype and analyst comment. No doubt this is a result of the substantial marketing spends legally carved out of IPO proceeds. Merchant bankers, PR and advertising agencies, and numerous others are rewarded well to promote IPOs. Analysts and journalists >>read more… The first prick in the Satyam bubble was the aborted merger of sister Maytas companies. This was also when we all discovered that Maytas was Satyam spelled backwords. Subsequently, things began to unravel very rapidly for Mr. Raju – and culminated in his dramatic confession, professing >>read more… |
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