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The entire $AIG research bag | socialone.info

Another AIG update

Posted on September 9, 2009. Filed under: Financial MarketsGlobalTARPUS | Tags: ,Edit This

As the world’s largest Aircraft Lessor, ILFC is still in play with a mountain of debt which was $17 billion even 12 months ago. ILFC and General Electric Co.’s GE Commercial Aviation Services, the world’s largest aircraft-leasing firms, are the biggest customers for aircraft makers including Airbus SAS and Boeing Co. ILFC, founded 36 years [...]

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Gaining market share in Life Insurance

Posted on August 25, 2009. Filed under: Financial MarketsMeltdownObamanomics | Tags: ,Edit This

The New York Life Insurance Company, 9th till last year, jumped to No. 2 in market share behind Metlife with a near 6% market share in Life taking a leaf out of the book of the World’s best. AIG dropped just 4 places in the whole melee of the stimulus and this continuing depression. New [...]

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AIG’s Taiwan Life Unit

Posted on August 18, 2009. Filed under: Financial MarketsGDOWGlobalInvestmentsObamanomics,TARPUS | Tags: ,Edit This

zyakaira notes: The Taiwan Life unit: The recent laundry list of asset sales planned by AIG see here continues to find conflict of interest in almost each of its deals, as AIG remains the buck stopper of the entire industry’s claims good or bad..
Bloomberg reports that Morgan Stanley’s (NYSE:MS) private equity fund pulled out [...]

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AIG sells fast to make $80b

Posted on August 17, 2009. Filed under: Bank StocksInfrastructureInvestmentsUS | Tags: ,,Edit This

AIG is in quite a turn having to sell most of its profitable Asian and other International Insurance and Investment Management Businesses ( also see here)
While it announced the division of its businesses into AIA + Alico in Life in Asia, Chartis for Property & Casualty and the Domestic US insurer, it has not gone [...]

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AIG results update

Posted on August 7, 2009. Filed under: Financial MarketsGDOWTARPUS | Tags: ,Edit This

AIG will soon be a domestic insurer if the planned three way split comes through to let the company return Federal funds as it has already spun off its International insurer AIA. In related news, all top four investment bankers are involved in this break up and sale of AIG. The current scrip (closing at [...]

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Tweets from the Market – July 24, 2009

Posted on July 24, 2009. Filed under: Bank StocksFinancial MarketsGlobalReal EstateUS | Tags:,Edit This

Do remember to validate picks at http://socialpicks.com/zyaadakairaada/portfolio $AMZN is down 8% as we speak
Facebook at 77 million visitors, Amazon 64 m, Craigslist at 47 m, WordPress at 26m and Twitter at 20m compared to Goog at 157m in June09
about 2 hours ago from TweetDeck
So $AMZN makes $1.75 bn per month from 64 million visitors
5 minutes [...]

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Dems want higher tax on wealthy for health care – MarketWatch

Posted on July 13, 2009. Filed under: HealthcareObamanomics | Tags: ,Edit This

WASHINGTON (MarketWatch) — House Democrats intend to pay for their health-care reform plan with higher taxes on wealthy Americans.
A tax on the wealthy is the “best way” to raise money for the overhaul, Rep. Charles Rangel, the New York Democrat who is chairman of the House Ways and Means Committee, told reporters late Friday.
The House [...]

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AIG $180 b down the tube | Reuters

Posted on July 9, 2009. Filed under: Bank StocksFinancial MarketsInvestmentsMeltdownUS | Tags:Edit This

American International Group Inc AIG.N, the insurer rescued by a series of federal bailouts, may have zero equity value due to the risk of more credit default swap losses and the disposal of key assets at low valuations, Citigroup said.Shares of the company fell 22 percent to $10.22 in early trade Thursday on the New [...]

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Lifestyle Infrastructure

One of our special themes at the Advantages weblogs has been our assertion that US, India, China and most of the rest of the world that is growing

is likely to do so on the basis of a consumption revolution. Below is out insight piece that opened the chapter on India's final coming out that was much awaited but wasn't really happening till 2009..

The Commonwealth Games Infrastructure Train

A few years ago, when the Indian women shot Gold in Commonwealth Hockey and our aim in general started consistently being medal grade, we won the bid for New Delhi to host the games in 2010. This business of infrastructure had been mystifying sportspersons for decades in India; none too easily supported by the overarching smell of rent and inadequate facilities for local sports persons historically.

Even today most sports would bow out in front of Cricket and that is not a full-fledged event at the CWG, though there is still a toss-up for the T20 version to be added. Like most other spheres of life, China has been doing it higher, faster and stronger, having already held the challenging Olympics in 2008 earning over $2b for Beijing, the host city.

The story is quite public and you must have all followed it at least since August 2009 when the first few fistcuffs were exchanged regarding the lack of preparations for the CWG event now just 6-7 months away. The Sports Minister and the Games Organising Committee Chair Suresh Kalmadi has variously ben painted and vilified while we look at the rejuvenated parts of Wembley in London and survive on facepaint and cheering the local IPL franchise in Cricket games. The painting of events apart we just thought it important for Sports and Tourist infrastructure worth $1.5 billion to be included in the India story at about this time.

This preamble would survive your taste buds and your snipping scissors in the mind and we�ll come back right after lunch is over for you..

And the Original piece..follow up article on our Lifestyle Economics stream

If you have been following the India story closely, India�fs new developments are focussed on Infrastructure and Retail along with giant leaps in the Entertainment business. You can look closely at the India stories athttp://advantages.us/inframils to get a flavor of what�fs happening in Indian Infrastructure

On the other hand Retail Lifestyle businesses are increasingly attracting investors�cRural Markets may grow at a faster pace at least on the Drawing board. �c Where is Investor access? Why is it still on the government to make it happen? The FDI limits and the others are fairly rational policies..but where are the investors?..

Nanos will roll into homes by July end and IPL teams are already applying for trademarks as it looks set to become the greatest sporting extravaganza in the world, already ranked at #2 behind the NFL season in the USA. The 3G challenge will tear at Telecom companies�f profits in the coming years�c

10-Year-Old Girl Scores Hole-In-One at US Kids Golf European Championship in Scotland
(The image is of a young indian golfer in Scotland)

BUT, Importantly, India caught on to serious lifestyle investments early in 2005, Today with the debut of Cox and Kings IPO..

Where it is now?

Towns like Jalandhar, Ludhiana in Punjab, Jaipur and Agra on the Golden Triangle and such state capitals, heritage and business towns like Ahmedabad, Surat and Nagpur present a unique opportunity for Indian hospitality business to scale up, esp as Indian railways, india�fs aviation footprint and the road infrastructure will follow in step with the boom. Note: The Indian Maharaja with TC, Maharajas Express with Cox & Kings, and the other two luxury trains have started first season bookings quite well and money is being spendt to add gym and pool to the Palace on wheels as well ( More here ) Golden Palace started from Bangalore is not doing so well apparently. The Maharajas Express for example is 84 persons at an average of $1000 per night for a 7 day- 8 night tour between Mumbai and Delhi

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