Blog Archives

The Global Agenda for 2012 – Thinking Ahead

Published articles on the way 2012 shapes up have a mile to go from here. However as New Year begins here in India, we at The Banking and Strategy initiative decided to use the lull ( in the markets too!)

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Posted in Amitonomics, Banking, Emerging Markets, European Sovereign Debt crisis, Financial Markets, Private Equity, Retail Lifestyle

Buy a hot-dog cart and don't bother for IPL teams | Advantage Dealbook

The PE shot selection shows the miracle | Advantage Indianomics It is amazing how top tier Private Equity firms start by building a portfolio in retail lifestyle and end up with Telecom investments,. Right now staying with Top 3 TOM

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Posted in Amitonomics, Banking, Emerging Markets, Home and away, India, India Infrastructure, Private Equity, Retail Lifestyle

India’s Extant FDI Policy Part-II | FIPB review 2009

India’s Extant FDI Policy Part-II | FIPB review 2009 (FIPBIndia.com) 2009 saw a maximum number of 444 revenue proposals that brought in FDI and 122 proposals that involved zero FDI but netted control structures with share swaps, currency derivatives, or

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Posted in Emerging Markets, Home and away, India, India Infrastructure, Private Equity, Retail Lifestyle

A Private Equity patch | Advantage Research

India, China need a Cinderella The Private equity circles are obviously focussed a lot on Asia, probably because the cheaper , well priced deals are right now available with local start-ups. However, it does not look like any of them

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Posted in Emerging Markets, Financial Markets, Financial Services, Global, Investments, O'nomics, Private Equity

The entire $AIG research bag | socialone.info

Another AIG update Posted on September 9, 2009. Filed under: Financial Markets, Global, TARP, US | Tags: Meltdown, RBS, AIG,Insurance, Aircraft Leasing, ILFC | 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

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Posted in Financial Services, Global, Infrastructure, Investments, US

AIG sells fast to make $80b

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

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Posted in Infrastructure, Investments, Uncategorized, US

State of the Insurance Market (India) | Midweek Dropzone

  New players like Airtel and HSBC have been non-starters _TYY4 less than 10 seconds ago from web Other players falling behind include quasi Asset management peddlers like ICICI Prudential and WL players like New York Life _TYY4 half a minute ago

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Posted in Financial Markets, India, India Infrastructure, Investments, Uncategorized

Citi divests non performing arms

Citigroup plans to sell 20 businesses in consumer finance area, many of them located in Europe, its CEO Vikram Pandit said in an interview with Singapore’s Business Times. He said the move was due to the shift in the consumer

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Posted in Financial Markets, Meltdown, TARP, Uncategorized

Should You Invest In Mortgage-Backed Securities? – WSJ.com

ZYAKAIRA(AMIT MITTAL) NOTES: YES YOU SHOULD. The Distressed prices can recover quickly once there is liquidity in the market, as it has already done for those that were TARPed with the real cash. Also the debt market is in the

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Posted in Financial Markets, GDOW, Real estate, TARP, Uncategorized, US

Europe Issues New Bank Guidelines – BusinessWeek

Europe Issues New Bank Guidelines zyakaira notes: These common rules specify stress tests for the 30 that have received state aid. Also they emphasize the fact that this aid must stay on the books to be of any value and

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Posted in Financial Markets, Global, Uncategorized