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  • Circling the Wagons? The Goldman Sachs Amendment | Advantage ‘zyaada’ While BP has purportedly started toying with Bankruptcy for just a 25% share of the Deepwater Horizon, paying for its costs, Joseph Stiglitz, an Economist known to favour India and China brand of regulation has added to further woes for merger and deal specialists Goldman Sachs and Morgan Stanley. While JP Morgan has a significant [...]
  • Bernanke’s warning of unsustainable debt | Advantage ‘zyaada’ Bernanke twists in the screw   Bernanke erred on the wrong side once earlier in July-September 2008, when so close to the answer, he chose to maintain ‘Everything’s OK’ in the public domain. Now, probably as he comes to believe his own superhero skills after being feted as having successfully crossed the chasm, he is [...]
  • Britain’s biggest slides the longest | Advantage ‘zyaada’     BP’s woes continued to spill after last month’s spill now officially becomes financial business in view of losses of $30-40 billion from spill control and livelihood claims of local fishermen. Around 200000 drilling and ocean jobs have been lost in the Gulf of Mexico around the censure of Offshore drilling in the meantime. [...]
  • The Office of fair trading strikes in the money | Advantage zyaada The English psychology of trying for second place (mistakenly read as the Hindu rate of growth in our part of the Commonwealth)     The European markets have in general been independent of UK’s actions throughout recent history. But as global investment banks get pipped to the post after a horrendous second life in the [...]
  • Using reserves for the India Infrastructure Debt Fund | Advantage zyaada When Deepak Parekh retired from his long held position at the head of HDFC and HDFC Bank, the institutions did survive resiliently and his advised Satyam sale was followed by us among others with more interest. Consequently, when he comes back to marry using India’s sovereign forex reserves for its infrastructure financing gap and set [...]
  • The Private Equity juggernaut needs convertibles | Advantage zyaada Also, the Infrastructure Financing club under Parekh, separately profiled today.. Sources, Acknowledgements and lingering Paranormal activity [] Please do look out for the next late late post on the Infrastructure Financing club worth $12bn planned with Deepak Parekh supervising the set up. The fund is targeting Sovereign Funds, Private Equity and Sovereign debt issues to [...]
  • On spending being key in China | Advantage ‘zyaada’ Economics China’s FTSE Indices show a large up trend three years back till end 2007 across the A50 or the All Shares or the Blue Chip 100 Index and even sectoral indices like the FTSE Xinhua Insurance Index. Then equally similar is the big down facing slide ball curve since end 2007 which precluded the global [...]
  • Europe’s choosing the road less travelled | Advantage ‘zyaada’ submit_url = "http://advantages.us/2010/amit/europes-choosing-the-road-less-travelled-advantage-zyaada/"; The Crisis Advantage Unlike the earlier lessons of Financial history when Europe had a hardly $300 billion sized market and LTCM broke down, this time around Europe is a substantial hub. Europe did not seem that chunky, even when global investors had to build developed market indices and create new ETF assets [...]
  • HSBC follows the gory trail | Advantage ‘zyaada’ Breaking up Private Equity FT , the old faithful, has been following this mostly lucid, rational and predictable of UK’s FSA and the Competition Commission actively stewarding ‘their constituents’ to a brighter, manageable future breaking up local bank franchises across retail, sme, business banking and now pe areas. Without specific direction in the case of [...]
  • The new Swiss Emental and Gouda cheese with rosemary | Surviving Brand India Nearer to the echelons of power, a psychologically displaced group of Indians and disgruntled/muddled global corporations ring fence the corridors of power but continue to form a shabby third / sometimes second tier of investments in the country. Reliance is the epitome of such gross investments in the country, both brothers straddling status, narco-metric and [...]
  • We are attending the Global Investors Meet in Bangalore IT & Maintenance teams please excuse…we won’t be posting any tonight either, tweets are unlikely too.. Related Posts:A leg of Tweets – Holiday season, Dow 10K, JPM results.. | gyancafeA leg of tweets .. Holiday season in the US 2009 & Bank resultsKingfisher's woes | Advantage LifestyleMMRDA, JNNURM and the Lodha CatchIndian Market Tweets – [...]
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