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The war in China

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The Investment blog is Advantage 'zyaada' freemium offering for your runaway success. We outrank WSJ, FT and most mainstream financial content consistently.


Indian Market Tweets – June 17, 2009 | @zyakaira

Infosys unlikely to save Q2 as clients try to raise budgets with internal sponsors. Top 5 consulting likely to continue their hold on budget
- half a minute ago from TweetDeck

IBM finds new success in the Indian IT Services and Outsourcing market with Tata Sky and the other DTH service. Where’s WIPRO?
- 1 minute ago from TweetDeck

Soft interest rates mean Kotak and JM lose heavily on Capital protection schemes as fixed income schemes perform better #Indian #Investments
- 3 minutes ago from TweetDeck

Since the start of 2009, almost $1.7 billion has been raised by home builders, according to Thomson Reuters data another $2 bn in the works
- 5 minutes ago from TweetDeck

ICICI and HDFC Bank go slow on Credit Cards, recall dormant accounts #Indian #Banks
- 6 minutes ago from TweetDeck

Indian Banks have actually stopped the personal loans line of business esp HSBC and Barx. #Indian #Banks
- 6 minutes ago from TweetDeck

@anitamacklin hey! you’re welcome
- 7 minutes ago from TweetDeck in reply to anitamacklin

We hve two sub continent teams in the #t20 semis..I can smel a racist ICC meeting again!! We will live for #IPL http://tr.im/ipldeccan
- 8 minutes ago from TweetDeck

What will Budget sops of 3 lakshs plus loow interest on home loans translate to in the market #budget @zyaada @boutblack @boutwhite
- 10 minutes ago from TweetDeck

Indian Banks have actually sopped the personal loans line of business esp HSBC Barx
- 14 minutes ago from TweetDeck

B’lore promo #1: Fast Social media updates leave you dizzy? Feel priceless about it with the New Nokia N97.. http://tr.im/N97BLR #bangalore
- about 1 hour ago from web

@Charispalmer: Australia’s web infrastructure incl online banking? My comments to @bhowarth for Nett mag http://tinyurl.com/lmdmdf
- about 1 hour ago from twibble

@zyakaira @zyaada The cost of Healthcare reform | Washington Post: President Obama’s pla.. http://tr.im/hlth1706
- about 1 hour ago from Ping.fm

RT @investtwit: Reliance Infrastructure top gainer on Nifty http://tinyurl.com/koy4j6
- about 1 hour ago from twibble

Reliance Infrastructure Fund looks good. may mop up more than 5000 crores? _TYY4
- about 1 hour ago from twibble

What do new private sector entrants plan to achieve on the Indian Banking scene _TYY4
- about 1 hour ago from twibble

Will budget proposals specify this year’s disinvestment targets _TYY4
- about 1 hour ago from twibble

India needs specific plans for disinvestment _TYY4
- about 1 hour ago from twibble

@fnindia yes bank cannot effectively compete in the market place with such small ticket business #indian #stocks
- about 1 hour ago from twibble in reply to fnindia

B’lore promo #1: Fast Social media updates leave you dizzy? Feel priceless about it with the New Nokia N97.. http://tr.im/N97BLR #bangalore
about 2 hours ago from web

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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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