Trade
August 23, 2010
This Port Stock maybe a good buy for all the India Infrastructural Growth Faithful but not for a value investor.This company still have to prove it can generate earnings on a sustainable basis.While a number of PE players have paid more than the issue price in this company,this still does not justify a buy in my opinion.This company might be a good stock to own in 2-3 years but currently you can avoid this issue.
August 20, 2010
Note India is the 2nd faster growing economy in the world and presents a lucrative market for US MNCs facing a slowing domestic economy.Also unlike China,India does not have a deficit-surplus issue with the US.India is a crucial market for US which wants to double exports in the next 5 years.India can put punitive duties on imports of aircraft products.Note US exported more than $2 billion in airplane and space parts from the US in 2009 and is expected to grow this strongly in 2010 as well.India can easily replace Boeing with European manufacturer Airbus.India will be the biggest aircraft market in the world in the next 5-6 years as air traffic explodes.Airbus and Boeing are fierce rivals with their disputes frequently putting EU and the US government in WTO disputes.
August 13, 2010
Germany which was a Reluctant Rescuer of Spain and Greece during the Greek Contagion has emerged as the surprise beneficiary of the crisis.The country’s economists and […]
August 10, 2010
The new law will impose a $2000 annual via fee for companies with more than 50% of its employees in the US who are working on visas.The law is specifically targeted at Indian IT companies from the letter and spirit of the law.It remains to be seen how this affects the growing closeness in India-USA relations.Though India has shown maturity by not coming out with a sharp retaliatory action,it will sour relations.
August 6, 2010
When Push comes to the Shove,every country looks after its own.Russia has stopped exports as prices increased domestically without a care about the rest of the world.This is not only specific to Russia but all the world's countries where nationalism reigns supreme.With most of the worlds commodities approaching "Peak Supply" it is a worrying thought.
July 5, 2010
Effects of Globalization of Agriculture Globalization of Trade,Capital Flows and Labor has led to many desired and undesired effects.While the globalization of Services and Industry has […]
July 2, 2010
The problems of Multinational Corporations (MNCs) operating in China seems to be growing by the day.Once the darling of MNCs around the world due to its […]
June 22, 2010
First the European Union raised an alarm over shortage of 14 materials used in new age Green Industries most of which are found in China.Now the […]
June 21, 2010
Language of Money papers over Rio Tinto tensions Australia has rolled out the proverbial red carpet for visiting Chinese leadership signing billion dollar agreements on mutual […]
April 30, 2010
Copenhagen was a disaster and there has been no agreement on how to proceed with policies on a global basis to deal with the ever growing […]