Chillin' out till it needs to be funded
Our expert India bouquet for deals, marketing and Indian financial markets is now at home at http://advantage-zyaada.posterous.com, including The Investment Blog on Post, The Deal Post and The Marketing Post in a new redesign linked thru feature presentation.
Also look out for a weekly dab on the starting point for all things finance in a Happy Thursdays take on inflation, GDP and the bug bears. which reminds us…the monthly updates on India, Japan and China are lined up together ,each living down muted expectations as lower IIP and lower spending chase the same dreams as the 5 trillion-dollar spending Economy of the US. Also, Aussie and Brazil have finished their honeymoon runs ( with China, otherwise) and are ready for our reassessment at the “mother lode” at http://advantages.us.
Expect the calendar to fill up thru the second half of the trimester with pullback on the dozen large deals in play ..monopoly restrictions, commercial fall through, healthcare regulations, and newer redefinitions of Private Equity rearing up after a period of dumb and dumber consolidation and “evidence tampering” in the story flow of each.
Also Sports are due for a comeback but no promises as asia’s busy Season is over and Djoko and Nadal get snarled in the high net worth investors who patronise the game and Barca has already stamped their supremacy on the game
RM costs have crept up closest to 50% in decades in India and similar effects in Europe and USA are having disastrous results as Q2 economic reports in the USA signal a firm slowdown and Middle East Economists get a dressing down from Krugman for not supporting higher inflation.
Real incisive analysis is now theoretically possible as my spine is adjusted by frenemies across the world for the coming “big dip” in the ride and banks are definitely not the all-pervasive flavour thence neither is economic growth. But then thats just one side of it. And there is Christine Lagarde vs Agustin Carstens and the Kazakhs, Gary in Beijing, Obama and the GOP pickle, the digital media bull pen with Murdoch, the grammar of Bloomberg and the failed infrastructure initiatives of the BRICS leading to an injection in Africa, music for social ears, the bears expert commentary on the networks for all exchanges all commodities all concerns and all the rising crude and gold the world can load, the ubiquitous silver and the warehouses full of copper, moon dust and more by the middle kingdom, Fresh redefinition of Political stability and the limits of openness and FDI reform as India takes the road opposite while others take the high road in a hot inflation fed summer and the ever enduring death of the Dollar
Go on. let us know if we miss the trimesters Brainwracking, Bullimic and the Beanwrapped rumors..we are the network
Dim-sums anyone! Buffalo wings are done Too | Advantage zyaada (advantages.us)