India Jitters

rffrydr · Posted: Sat May 03, 2008 9:14 am Post subject:

Cartoon meets reality at cliff's edge for Indian apartment developers:

http://inhome.rediff.com/money/2008/may/01realty.htm

Good snapshot of intersection of relative costs, inflation, policy and funding in developed "developing" economy.
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Thu May 15, 2008 11:25 am Post subject:

http://images.thestreet.com/tsc/common/images/storyimages/050608_simon01.gif

http://images.thestreet.com/tsc/common/images/storyimages/050608_simon02.gif
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Mon May 19, 2008 11:55 am Post subject:

EEM leading list of "Sell on Strength."

http://online.wsj.com/mdc/public/page/2_3022-mflppg-moneyflow.html?mod=mdc_uss_mnyflo
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Tue Jun 03, 2008 8:42 pm Post subject:

How it comes apart, reality....and, more to the point, perception:

http://www.gulf-times.com/site/topics/article.asp?cu_no=2&item_no=222235&version=1&template_id=36&parent_id=16
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Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Wed Jun 11, 2008 10:47 am Post subject:

India also surprising in the fight:

http://www.bloomberg.com/apps/news?pid=20601087&sid=adYX_8CTB4W0&refer=home

Alot of exporter have heavy bids under this asian growth--how long can policy be "circumvented."
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Today is the Tomorrow you worried about Yesterday!

HenryTo · Posted: Mon Jun 23, 2008 10:54 am Post subject:

Commodity boom not a good thing for India - although they have dodged the bullet this year. Look for more headlines in tackling the upcoming food shortages in India over the next few years:

http://www.iht.com/articles/2008/06/22/business/22indiafood.php?page=1

HenryTo · Posted: Tue Jul 22, 2008 12:04 pm Post subject:

This should be very bullish for India equities over the next few months:

http://www.bloomberg.com/apps/news?pid=20601087&sid=aHJJfKjcKSvY&refer=home