We are open to adding you as a private client.

The war in China

Recent Comments

About

Inform. Instruct. Indicate.

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

The first tweets 'after' the crisis – Aug 05, 2009

  1. Up and Hangover are still competing with Harry Potter after 2 months with $300m each1 minute ago from HootSuite
  2. MMRDA’s prior land deals with Jet airways and Starlite have however been canceled as both could not pay up _TYY42 minutes ago from HootSuite
  3. MMRDA-Mumbai Urban Infra Plan received an addl $320 m from the state incl Bhiwandi-Dombivili-Mumbra, Vasai-Virar & Mira-Bhayendar roads_TYY44 minutes ago from HootSuite
  4. Mumbai has also planned 3000 million ltr water projects for $1b with the Konkan Irrigation Dev Corp _TYY48 minutes ago from HootSuite
  5. Meanwhile, MMRDA has awarded the Mumbai Metro Phase 2 to Reliance Infrastructure (Anil Ambani) for around $2.3 billion11 minutes ago from HootSuite
  6. Axis Bank plans to raise 71.4 m new shares or an addl 20% of its capital to boost Tier1 ratio, with SUUTI unlikely to subscribe more_TYY413 minutes ago from HootSuite
  7. Overseas contribution for Love Aajkal was a healthy $3 m across Pakistan, UK and Oz _TYY416 minutes ago from HootSuite
  8. Saif’s Love Aajkal grossed Rs 62 crore ( $13 m) on the opening weekend, a hefty figure for Indian Rupee denominated tickets. _TYY416 minutes ago from HootSuite
  9. Multiplex revival boosted July figures and mall footfalls are up 50% from a y-o-y drop of 20% and more in the first half _TYY420 minutes ago from HootSuite
  10. Cognizant manages 94% repeat business from existing customers, Indian outsourcing business wd corrrespondingly stay at $50 billion _TYY422 minutes ago from HootSuite
  11. Cognizant maintained a Q-o-Q revenue increase of 3% to $776 million and operating margins increased with rise in attrition to 11.3% _TYY424 minutes ago from HootSuite
  12. As GE business continues to fall at Genpact, it admitted slower growth could mar its prospects _TYY427 minutes ago from HootSuite
  13. Today on advantages: HSBC and Barclays ride out global storm – FT.Com Banks: Both Bar.. http://tr.im/vvOe28 minutes ago from Plaxo Pulse
  14. Today on advantages: UBS Posts $1.3 Billion Quarterly Loss – NYTimes.com: UBS posted a.. http://tr.im/vvOh28 minutes ago from Plaxo Pulse
  15. Today on advantages: ANZ to buy RBS Asian assets for $550m | FT.com Banks: ANZ will buy Roya.. http://tr.im/vsff28 minutes ago from Plaxo Pulse
  16. Genpact and Cognizant reported optimistic earnings with $29.7 m (up 20%) and $141.3 million ( up 36%) respectively _TYY428 minutes ago from HootSuite
  17. The NMDC sale could fetch the govt more than $2.5 billion _TYY433 minutes ago from HootSuite
  18. Following on after the NHPC issue of $1.3 b and OIL’s $1b in September, REC to open in March 2010 for $.75 billion _TYY434 minutes ago from HootSuite
  19. As deposit rates hit southward, Axis gets ready to woo customers with new Mutual Fund and Insurance ventures by October _TYY436 minutes ago from HootSuite
  20. Will Axis be able to compete with Citi, HSBC and Stanchart in India? _TYY438 minutes ago from HootSuite
  21. Stanchart can manage its relationship with RBI and the inclusive growth agenda. India contributed 19% to Stanchart profits _TYY440 minutes ago from HootSuite
  22. RBS has not planned a sale of the wealth management team and still wants to be rid of the liabilities’ book _TYY442 minutes ago from HootSuite
  23. Stanchart is unlikely to however bid for all Indian branches of RBS while RBS planned an exit from all India business in consumer and retail43 minutes ago from HootSuite
  24. Stanchart’s India operations have reported $526 m in operating profits with a $94 m increase in impairments44 minutes ago from HootSuite
  25. ANZ is unlikely to be of significant size to bother HSBC, Citi and Stanchart in Asiaabout 1 hour ago from HootSuite
  26. ANZ has grabbed RBS business worth $3.2 b in loans and $7.1 b in depositsabout 1 hour ago from HootSuite
  27. Stanchart will get RBS in India and China for a couple of $100 million, but like others has frozen personal lines in the area _TYY4about 1 hour ago from HootSuite
  28. In Banking stocks, Axis hope to raise $1 b from the market, but some of its promoters are unlikely to have ore resources _TYY4about 1 hour ago from HootSuite
  29. Harry Potter is growing strongly to $220 million in 2 weeksabout 1 hour ago from HootSuite
  30. @blrmoneytalkz : Should You Invest In Mortgage-Backed Securities? – WSJ.com: ZYAKAIRA(AMIT.. http://bit.ly/3tJYR4

BOTTOMLINE: Outsourcing in trouble, Infrastructure hungry for Ca$h, Retail Lifestyle businesses up on the move, Asian Banks will remain gems in the global portfolio and lots of IPOs

@blrmoneytalkz

  1. BOTTOMLINE: Invest in Axis Bank, exit RBS, sell the casino banks and sit and enjoy annuity income ;) _TYY4less than 20 seconds ago from TweetDeck
  2. BOTTOMLINE: Asian Banks will remain gems in the global portfolio and lots of IPOs _TYY41 minute ago from TweetDeck
  3. BOTTOMLINE: Outsourcing in trouble, Infrastructure hungry for Ca$h, Retail Lifestyle businesses up on the move _TYY41 minute ago from TweetDeck

Amit Mittal
amittal92@gmail.com
MD, Advantage Research Pvt Ltd
@Innovative Film City, Bidadi 562109
On the web Advantage ‘zyaada’ http://advantages.us/zya

http://astore.amazon.com/mmmzyaada-20

Blog Traffic Exchange Related Websites
  • Delicious
  • Facebook
  • Digg
  • Reddit
  • StumbleUpon
  • Twitter

Post a Comment


Blog Awards

Top finance blogs award

The Banking and Strategy Initiative

Top finance blogs

Also

Postrank Top Blogs 2009 across 50 categories

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

This Day in History
This Day in History provided by The Free Dictionary

Today's Birthday
Today's Birthday provided by The Free Dictionary

In the News
In the News provided by The Free Dictionary

Spelling Bee
difficulty level:
score: -
please wait...
 
spell the word:
Spelling Bee provided by The Free Dictionary

Hangman
Hangman provided by The Free Dictionary

Powered by Postrank

Clicky Web Analytics