GauravBlog Logo

A Lion’s eye on the Bulls and Bears

“In India, companies may fall sick, but promoters rarely do!”

Gaurav's Blog

Categories

Global Geo Political Crisis

When you are Happy and you know it clap your Hands!….and when you are not……!

1 Comment / Aviation, Controversies, Corporate Governance, Cricket, Entertainment, Global Geo Political Crisis, Interesting News Sightings, Reflections, Sensex, Sports, VALUATION, When the Heart Explodes through the helpless Mind / By

I’m Happy about so many things…..

……proud of daughter and her School team of three bagging the trophy at the TIFR Brain Camp where they successfully defended their project “The Effect of Glucose on Cognitive Abilities” ~ 33 top students from 10 top Mumbai Schools attended the four day camp where they interacted with top neuroscientists 

…….love when Sensex drops and cannot sustain 20000 + levels as it will give some us interesting and lower risk levels in specific scrips to buy into….ideally would love the Sensex to drop even below my bottom range of 18500 I gave at the beginning of 2013 !….hope the US Fed obliges and begins tapering soon ! 

…….love to see Yuvraj back in form and want to see him regain his place in the India Team…he’s fitter and wiser and I guess more humble…and I’ve always loved this guy and his swagger !….he’s a match winner

…….loved the announcement of  Tata and Singapore Airlines launching their Airline 

…….happy to be recovering well and regaining strength and energy and appetite thanks in great measure to  the continuous and  overwhelming support, prayers and concern expressed by so many…deeply touched and makes me introspect am I this deserving !…had  an hours’ pleasant outing after 50 days !

……..happy for my cousin Bini Patel and her husband Gyan Correa  for their National Award winning film ‘The Good Road’ being selected as the India representation as the best foreign film  at the 2014 Oscars….hope it makes the final five !

I’m also not Happy on a few things…..sad,angry and helpless

……..Thought Karan Johar was a sore loser voicing his anger and that we had lost a golden chance to win when his ‘The Lunchbox’ was not selected and the 16 member jury opted for ‘The Good Road as above….I have seen neither but surely the Jury must have seen something good in ‘The Good Road’

……..Unprovoked Cowardly attacks continue unabated as innocent people including children and women are massacred around the world….An upmarket Kenyan Mall was attacked…..Suicide Bombers targeted a Peshawar Church….hundreds have died yesterday in both and even more have been been wounded

……UPA Government overturning a Supreme Court Order and passing an Ordinance to protect convicted MPs and MLAs from losing their Parliament and Legislature Seats…..this is the level of degenaration we have now stooped to that we shall be helpless when continued to be governed by Criminals !   read more

Outlook Business Magazine carries My Book Review of ~Screw Business As Usual~ by Richard Branson

Leave a Comment / Book Reviews, Global Economic Crisis, Global Geo Political Crisis, Inspiring and Motivating, Interesting News Sightings, Investing Approaches, Investing Themes, Media & Me, Reflections / By

“Capitalism 24902” and “Gaia Rocks!” and “doing good is good for business”…read on….

Outlook Business Magazine May 25,2013 Edition  carries My Book Review of ~Screw Business As Usual~ by Richard Branson

Unedited Review  Featured  on my company website earlier  too  as linked below

Richard Branson’s ‘Screw Business As Usual’ is fairly interesting but not as racy and peppy as his earlier books

Cheers !

USA Debt Ceiling is US $ 16.7 Trillion ~ Democrats want it raised while Republicans want Spending Cuts

2 Comments / Controversies, Corporate Governance, Economy, Global Economic Crisis, Global Geo Political Crisis, Interesting News Sightings, Investing Approaches, Investing Themes, INVESTOR MISTAKES, Reflections, Sensex, VALUATION, When the Heart Explodes through the helpless Mind / By

USA Debt Ceiling is US $ 16.7 Trillion ~ President Obama & the Democrats want it raised while Republicans want Spending Cuts

This is a Simple way to understand the Fiscal Cliff that USA is standing on right now

Last Time USA bought Time not to fall of the fiscal cliff from January 1,2013  with both sides agreeing to disagree and deferring the call to raise the debt ceiling down the road in 2013

Both sides are not any closer to a compromise yet but will have to deal with before September 2,2013 or else the financial implications not just in USA but Globally are far weightier than what Lehman’s Collapse triggered in 2008

Quantitative Easing by pumping in liquidity even if it has meant excessive printing of Currency,has been the panacea prescribed by the Fed Governor Ben Bernanke and the Democrats as the way forward for the Economy to revive  ~keeping Interest Rates Low with Fed rate near Zero, encouraging Investments and Consumption ~ Falling unemployment rate from near 10% levels to current 7.5 % as in April 2013  &  Inflation rate raising it’s head even if ever so slightly has been seen as signs of  a recovery and that QE Measures are making an Impact ~ The Record US Dow at 15000+ is being seen as a reflection of a recovery ~ Housing Prices are showing signs of a Revival

Is this a sustainable Reality or just an Illusion ~ Does nobody realize that US is simply trying to solve their Huge Debt Problem by Resorting to More Debt  and leveraging the US $ Status as being the World Reserve Currency to keep it’s Mint running 24 by 7 !

More than half the US Debt has been created after President Obama assumed Office for the First Time and now has been re-elected for a second term

For example if you do use the CPI Inflation Calculator in the above Inflation link it indicates that US $ 1 in 2008 (Lehman Collapse Year) has the same buying power as US  $ 1.08 in 2013 ~ That’s not really any significant rising Inflation that should indicate with conviction of a sustainable economic recovery in progress

Unemployment Rates Falling too a good indicator of jobs market becoming active again but one has to factor in the new stringent  US Employment Restrictions that have been prescribed for overseas recruitments and outsourcing  ~ and the fact that US has signed Big Business contracts in Billions of Dollars with India in particular in the field of  Aerospace and Engineering and Nuclear Technology in particular has created thousands of jobs in USA ~ and one more point ~ many of the new jobs created are temporary or contractual in nature ~ in fact an Economy Policy Institute Report warns that even by 2020 30% of the American Workers will be engaged in Low Paying Jobs defined as below poverty line to support a family of four ~ not much change from 2010 ! It further warns that given that 50% of the American College Grads are currently unemployed or underemployed it will be most of these that will hold such jobs ! In fact currently 46 Million Americans live on Food Stamps ~ that’s 15% of the Population read more

Union Budget 2013 ~ India is a BLESsed Economy…Felt like a stand up comedian as had the house of 400 well informed investors in splits !

2 Comments / Banking, Chuckle !, Controversies, Corporate Governance, Defence, Economy, Financing, FMCG, Foreign Institutional Investors, Global Economic Crisis, Global Geo Political Crisis, Gold and Silver, Holding Companies, Information Technology, Infrastructure, Insider Trading, Inspiring and Motivating, Investing Approaches, Investing Themes, INVESTOR MISTAKES, IPOs, My Speaking Engagements, Nifty, Oil & Gas Exploration, Power, Power Ancilliary, Real Estate, Refining & Petrochemicals, Reflections, Retail, SEBI, Sectors, Seminars & Workshops, Sensex, STOCKS, Union Budget 2012/13, Union Budget 2013/14 / By

Union Budget 2013 ~ India is a BLESsed Economy

Felt like a stand up comedian as had the house of 400 well informed investors in splits !  when I address and interacted with them on Budget Day Feb 28 evening itself at a Budget Review Event jointly hosted by AIVF,JITO and the BSE Brokers Forum at KC College Auditorium

Gaurav Parikh on Dias before his Humorous Address to 400 in the audience On Budget Day Feb 28,2013

Covered this on our Company website as below :

SCRIP STANDPOINT ~ A View

Slide Share ~ The Presentation at the Event to support the Address & Interaction

Excellent Empire Programme Round Table Discussion on Al Jazeera TV on the Futility of the Ten Years of US Occupation in Iraq

Leave a Comment / Controversies, Global Geo Political Crisis, Inspiring and Motivating, Interesting News Sightings, Reflections, When the Heart Explodes through the helpless Mind / By

Excellent Empire Round Table Discussion on Al Jazeera TV on the Futility of the Ten Years of US Occupation in Iraq

An experienced panel with good moderation

All Agreed that USA went into Iraq in the so called war on terror on pre conceived and ill informed notions that

  1. Iraq Oil will pay for the Cost of the Occupation
  2. Iraq Civilians will welcome the US as Liberators
  3. Democracy will spread outward from Iraq to the whole of the Middle East
This was voiced  for the Iraq Occupation ~ the Greatest US Foreign Policy Blunder ~ A Strategic Disaster ~A Moral Failure ~ a Catastrophe ~the justifications all turning out to be untrue that Iraq posed a Nuclear Threat,had connections with Al Qaeda and that on the overthrowing of Saddam Hussein’s Regime the US will be welcomed as Liberators by the Iraqis ~went in more for economic reasons than for human rights violations to extract natural resources rather than rebuilding Economy or State ~ Iran benefited from the sectarian conflict in Iraq Barbara Bodine,Professor at Princeton College and former US Ambassador to Yemen and also formally a part of the Office for Reconstruction of Iraq asserted that US went into Iraq with bombastic idealogies,self interest and no plan ~ we had a 120 civilians to run a country of 25 million !~ this was lunacy ~ we went in April and expected to set up the Country for self governance by August in the same year ~ it stretched to ten years ! ~ and those who made this decision ,may be now out of power and in  a minority ~ but the voices are still there and yet remain utterly unrepentant and won’t admit that their decisions were poorly made and poorly executed

Christopher Hedges,the Author of  The Empire of Illusion and former Middle East Bureau Chief of The New York Times puts it quite bluntly that US wants compliant states not open soceities and that it was a huge tactical mistake to use military force to tackle Islamic Fundamentalism ~ it was a woefully wrong strategy ~ “I don’t want my country to be occupied and be ruled by a puppet regime who only want to enrich themselves and their small circle”  ~ 4400 US Soldiers Dead,over 100000 and maybe upto 1.5 million Iraqis dead and the Cost of the Occupation is US $ 800 Billion

Jean Marie Guehenno,Director of the Centre for International Conflict Resolution in Columbia University and former Under Secretary General  of the Peacekeeping Operations of the United Nations, however was of the view that sometimes Military Force is indicated as in Mali where the French have intervened as there was clear and present danger that Terrorists would have taken it over

He was supported by John Nagl,retired US Lt Col and co-author of  US Army & Marine Corps Counterinsurgency Field Manual ~’ Boots on the Ground and Drones in the Air’ are a quicker way than Nation Building that can take many years ~ unstable places attract radical idealogies

There was Depth in the Discussion ~ View it as linked above

Scroll to Top