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Today's Posts - Jul 25, 2008


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Investment Sector: Emerging Markets
Submitted 2 months ago by Drdutta contact me
By 2015, if all goes as planned, Indian real estate majors – DLF, Emaar and Unitech – will have more hotel rooms than the established hoteliers.DLF Ltd, the country’s largest real estate company by market cap, had just announced a $400 million deal to take over Aman Resorts, a chain of 22 luxury hotels and spas spread across ... More...


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Investment Sector: Emerging Markets
Submitted 2 months ago by Drdutta contact me
From a microfinance institution’s point of view, India, it would seem, is a nation   divided. While nearly, 7.5 million poor people in the southern and eastern parts of the country have access to micro-credit, only around 350,000 people in the north and west have managed to do so. This state of affairs could lead to lopsided econ... More...


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Investment Sector: Emerging Markets
Submitted 2 months ago by Drdutta contact me
After days of speculation and denials , Ranbaxy Laboratories and Orchid chemicals finally announced an alliance "involving multiple geographies and therapies for both finished dosage formulations and active pharmaceutical ingredients." But what does this agreement actually mean on the ground?In my opinion, deal unites Orchid’s ma... More...


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Investment Sector: Emerging Markets
Submitted 2 months ago by Drdutta contact me
If you liken India's truck and commercial vehicles industry this year with a high stake round of famous card game, poker, the comparison wouldn’t be misplaced. For one, the central pot has a whopping Rs 13,174 crore—that’s how much money Indian and global manufacturers are pumping in to build fresh capacity and expand operation... More...


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Investment Sector: Emerging Markets
Submitted 2 months ago by Drdutta contact me
The 21st century may usher in a multi-polar world order, catalysed by the staggering economic success of two key regions that have been reshaping the global economic paradigm in recent years, much like Japan and the East Asian economies did from the sixties to the nineties.China and India, or Chindia, will likely determine the contours of this w... More...


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Investment Sector: Emerging Markets
Submitted 2 months ago by Drdutta contact me
Even if they had planned it, India’s premier policy making duo could not have synchronized it better. On April 29, Finance Minister P Chidambaram announced a slew of measures aimed at taming inflation. Among other things, he imposed an export duty on some kinds of steel products, did away with import duties on it, and also on some inputs l... More...


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Investment Sector: Emerging Markets
Submitted 2 months ago by Drdutta contact me
The Indian television industry, which has about 300 channels in operation today, is on the threshold of a massive expansion. It grew 18% in 2007 to Rs 22,600 crore, according to a PricewaterhouseCoopers (PwC) report on the Indian entertainment and media industry. And with 200 new channels slated for launch this year, the size will reach gigantic... More...


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Investment Sector: Emerging Markets
Submitted 2 months ago by Drdutta contact me
What is the difference between futures and options?An option gives the buyer the right but not the obligation, while the seller has an obligation to comply with the contract. In futures, both the buyer and seller have an obligation to honour the contractA call or put options can lapse, but if you choose to exercise it, the counter-party (seller)... More...


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Investment Sector: Emerging Markets
Submitted 2 months ago by Drdutta contact me
How futures and options work in a volatile market like IndiaTwo- or three-year options are a reality and could prove useful for the long-term investorA long straddle, or a long strangle are good options to use in a volatile marketLearn the art of arbitraging.buy in the cash market, short-sell in the futures marketDue to intra-day volatility, the... More...


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Investment Sector: Emerging Markets
Submitted 2 months ago by Drdutta contact me
Oil is on the boil again because of soaring crude prices. At $120 (Rs 4,800) a barrel, crude prices are up more than 300 per cent from their 2003 levels (it was at $28 per barrel in 2003 and $45 a barrel in 2004).A lot of this rise has happened during the first four months of 2008. Rising demand from India and China, coupled with a supply crunch... More...





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