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The war in China

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We're back for a pun | Advantage zyaada

Well, we told you despite falling rankings we won’t be posting new this week, leaving you with a lot of research on current work at http://advantages.us or our new O’nomics subject depth at http://socialone.info but we are back for a bit to say something to you, that we think the nytpicker in you might like. And i hope the nytpicker also takes time to read this, and so on..

Well Ross Douthat, shouldn’t do that. His latest and quite popular piece on how and what Obama is as a person, is well near a disaster as Detroit airport and flight 253. It is really unproductive and inelegant to write of Obama’s personal judgment from these really managed pieces of agenda you have seen since August. There is nothing of Obama’s personal preference in his Healthcare handling, his noble prize acceptance or his impromptu trips to Singapore for the Olympic bid and whistlestop tours for the infrastructure stimulus.  

Our Douthat starts (link to article here) instead in his analysis as ‘crypto Marxist radical’, ‘post-American utopian’ and don’t forget ‘willing tool of the national security state’ in the same breath. He goes on to add a ‘doctrinaire liberal’ on a person who has been diligently just going thru his own well publicised agenda.

He is trying to pick up fragments of an american state with well established new priorities and raging fires as he stepped into office and nothing has changed or manifested in the 44th president more than the desire to go through his ‘The Audacity of Hope’ dialogue with his constituency(ies) and at this time Douthat should again ‘do that’ and read the book.

It is a small wonder therefore

.. he’s governed as a conventional liberal who believes in the existing system, knows how to work it and accepts the limitations it imposes on him…The upside of this approach is obvious: It gets things done. Between the stimulus package, the pending health care bill and a new raft of financial regulations, Obama will soon be able to claim more major legislative accomplishments than any Democrat since Lyndon Johnson.

Really, i think it is almost unthinkable when the printed word is being held to ransom that one should waste so much of it on imprecise and incomprehensible rat-a-tat op-edits. As it is, the equally unthinking loss-making ‘moguls’ that are currently running the media industry aground. Mr Douthat should be advised ( if not by the nytpicker) to get his writing style simplified and to read reference texts before shooting off esp on good old Boxing Day in the old kingdom.

On the other hand is Krugman, another NY Times columnist that the nytpicker spares while checking Mike Albo and Mary Tripsas travel bills. We being a finance consulting team, found ourselves ths being able to use this boring long holiday for giving a piece of our mind to the great Krugman as well. Friedman, didn’t take much long to get out of currency wwith his flat diktats and Krugman is also well on his way to losing his perch with his speaking ‘simple life’ and riding and writing in Aubergine drippings of drudge and huff ( that pun deserves careful shredding, write to us and we’ll feature you all week)

However, Krugman is brilliant in our inimitable style and his, just wading the noughties and the aughts decade for the three simple assertions that must form the basis of the new plan. No new jobs, no rise in housing prices and no gain in stocks in the decade ( link to article here )

Well It’s Onomics from here, all you have to do is start with the winners in growth (India and China) though in line with a generation of prejudice, the next decade will again see US flailing around China when the dragon has no intention of learning why it’s growing, cunning as it is and in the next decade the undefined discovered would be how India and the US were again bosom buddies in the trajectory …what a parable for when it is just Boxing day in the old kingdom. You’ll here more from me on the subject , but it has to be lucid and before Krugman, so it will be just one or two reads in the year..BTW, they have started operationalising on the Bottom of the pyramid ( CK Prahalad) and the innovation as espoused in the nervous nineties and we and twitter haven’t found a money making model yet. ( big money for us, though we’ve both made a lot for everyone else)

As we said, we’ll be back next week..

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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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