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Global Economic Crisis

China and USA…Two Alerting Perspectives…. by each for each…Residential Housing Bubble in China & Country Rating Downgrade for USA…and where will our Sensex head in the second half of 2010 ?

2 Comments / Controversies, Economy, Global Economic Crisis, Inspiring and Motivating, Interesting News Sightings, Investing Themes, Reflections, Sensex / By

China and USA…different political idealogies that makes for strange bedfellows….China deliberately keeps it’s Yuan low to benefit from exports to USA…get’s paid in US Dollars which it reinvests substantially in US Government Treasuries !..nearly US $ 900 billion of the US $ 2.3 Trillion Fx Reserves of China are invested in these Treasuries USA was …

China and USA…Two Alerting Perspectives…. by each for each…Residential Housing Bubble in China & Country Rating Downgrade for USA…and where will our Sensex head in the second half of 2010 ? Read More »

S & P’s Sovereign Rating of USA remains at Top ‘AAA’….Amusing!

1 Comment / Controversies, Corporate Governance, Global Economic Crisis, Insider Trading, INVESTOR MISTAKES, Reflections / By

One often gets wise after the Event…. but what if one does not !… does not deliberately want to actually! I don’t want to get into the game of Bashing up the Rating Agencies… but was curious to see how Standard and Poors have rated USA on long term and short term sovereign domestic and fx …

S & P’s Sovereign Rating of USA remains at Top ‘AAA’….Amusing! Read More »

First Time we see Dichotomy between Strong FIIs Inflows and the Sensex Trend…A clear Macro Warning

Leave a Comment / Foreign Institutional Investors, Global Economic Crisis, Gold and Silver, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, Sensex / By

SENSEX CLOSE IN 2009 : 17465..SENSEX LEVEL NOW AT 11.09 am,MAY 17,2010 : 16628 Down 367 points from Friday Close….but down 5% from 2009 Close       FII EQUITY FLOWS AND SENSEX MOVEMENTS …A CLEAR DICHOTOMY IN 2010   Year Net Investment US($) million Sensex % Movement in the Year 2005 10707 42 2006 8106 47 2007 17655 47 2008  …

First Time we see Dichotomy between Strong FIIs Inflows and the Sensex Trend…A clear Macro Warning Read More »

Greece is Bigger than Greece!…Go For Gold !

Leave a Comment / Controversies, Global Economic Crisis, Greek Philosophy, Interesting News Sightings, INVESTOR MISTAKES, Reflections / By

Greece is bigger than Greece !…..it’s not a liquidity issue…it’s a big solvency problem!…and no amount of stimulus can solve a solvency problem ! The debt and deficit figures of several countries indicate doomsday scenarios across Europe…PIGS nations are in HUGE trouble…Portugal,Ireland,Italy,Iceland,Greece and Spain…are facing a doomsday scenario GROSS EXTERNAL DEBT (GED) AS A MULTIPLE OF GROSS DOMESTIC PRODUCT (GDP) ( In …

Greece is Bigger than Greece!…Go For Gold ! Read More »

USA Treasuries perceived as more Riskier than Top USA Corporate Bonds !…offering Higher Yields!

Leave a Comment / Chuckle !, Controversies, Global Economic Crisis, Interesting News Sightings, Investing Themes, Investor Gurus, INVESTOR MISTAKES, Reflections, VALUATION, When My Mind Meanders... / By

USA Treasuries and Corporate Yeilds…..Have a look at this Yield table below Issuer Credit Rating Maturity Annual Yield in % USA Government AAA 2012 1.18 to 1.24 Berkshire Hathaway (Warren Buffett) AA+ February 2012 0.89 Proctor & Gamble AA- August 2012 1.12 Johnson & Johnson AAA August 2012 1.15 For the First Time ever,the USA …

USA Treasuries perceived as more Riskier than Top USA Corporate Bonds !…offering Higher Yields! Read More »

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