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Showing posts from April, 2016

Skilling India - 2

Thought for the day "I never saw a discontented tree. They grip the ground as though they liked it, and though fast rooted they travel about as far as we do." —John Muir (American, 1838-1914) Word for the day Avuncular (Adj) Of, relating to, or characteristic of an uncle, e.g., avuncular affection . Malice towards none Augusta may be for Sonia Gandhi what Bofors was to Rajiv Gandhi, but who would be the V. P. Singh to her? First random thought this morning On second thought, I feel like converting. Anyways it's a season of turncoats. I find that regardless of all his rhetoric and idiosyncrasies, Trump is a serious and successful businessman. He will be much convenient to deal with than a Democrat Hillary. Skilling India - 2 I had the opportunity of working with some of the active participants in the Prime Minister Skill Development Scheme. After having witnessed the training process and assessi...

Skilling India - 1

Thought for the day "Keep close to Nature's heart... and break clear away, once in awhile, and climb a mountain or spend a week in the woods. Wash your spirit clean." —John Muir (American, 1838-1914) Word for the day Endemic (Adj) Natural to or characteristic of a specific people or place; native; indigenous Malice towards none Salman Khan has inspired millions of youth to follow a strict fitness regime. Name 5 Olympians who have inspired 100k people in similar way. First random thought this morning Reportedly, the farmers in deserts of Jaiselmar have unearthed a number of water springs. Many believe that these springs could have their source in the elusive Saraswati river. Nonetheless, it is adding a new dimension to the region's economy by supporting farming activities. It might be worth exploring whether, it is part of major change in the Nature's cycle. If that be so, it might be tim...

I am holding on to my cheese tightly!

Thought for the day "The mountains are calling and I must go." —John Muir (American, 1838-1914) Word for the day Pecuniary (Adj) Of or relating to money, e.g., pecuniary difficulties . Malice towards none Does anyone see any similarity between KG-D6 and Reliance JIO? First random thought this morning These days, there is no dearth of analysts and economists who have sighted flocks of Black Swans flying over Chinese skies. I always thought, if you could see them - they are not black! For record, did anyone saw Enron or Lehman collapsing? I am holding on to my cheese tightly! As I stated in past couple of posts (see here and here ), I am not at all convinced about the so called "Monsoon Trade" in Indian equities. I believe that the markets have overreacted insofar as the price action in many agri inputs, farm equipments, rural financiers, and consumer stocks are concerned. I find m...

Was in rome, didn't see the pope

Thought for the day When we try to pick out anything by itself, we find it hitched to everything else in the universe. —John Muir (American, 1838-1914) Word for the day Eudemonic (Adj) Pertaining or conducive to happiness. Malice towards none Did you know that foreign citizens can become members of Indian Parliament? First random thought this morning Wonder why should CPM support Congress? Do they believe that Congress will further the cause of Marx? What difference they find in Congress and TMC? It's certainly not about any ideology. BJP and AAP leadership have also demonstrated in past 3years that ideology can take a back seat, while political parties are in the pursuit of power. Now if I do not have to look for ideology when casting my vote, what should I look for? Obviously - I will vote a person who is most likely to help me in achieving something that I cannot do in normal course of my business. Wa...

Nifty: Financial outperformance may peak soon

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Thought for the day "God has cared for these trees, saved them from drought, disease, avalanches, and a thousand tempests and floods. But he cannot save them from fools." —John Muir (American, 1838-1914) Word for the day Hoi Polloi (Plural Noun) The common people; the masses (often preceded by the ). (Source: Dictionary.com) Malice towards none Is it immoral to be rich in India? First random thought this morning Regardless of the severe drought and water shortages in many parts of the country, so far there is no water cut or shortage at my place. We have however pledged to immediately reduce our water consumption by 40% permanently. My children resisted initially, but are even more enthusiastically committed to the pledge now.   Nifty: Financial outperformance may peak soon Last month, I had argued ( see here ) that financial will lead Nifty higher. I also argued that Nifty faces Nifty faces...

Its not about drought only

Thought for the day "Worry does not empty tomorrow of its sorrow. It empties today of its strength." —Corrie Ten Boom (Dutch, 1892-1983) Word for the day Namby-pamby (adj) Lacking in character, directness, or moral or emotional strength. e.g., namby-pamby writing. Malice towards none Over 250mn Indians are struggling to get a pitcher of drinking water, even risking their life. Nero is busy discussing Kohinoor. First random thought this morning By criticizing the seemingly innocuous use of a popular Hindi idiom by governor Rajan at some academic forum, BJP leaders have taken the intolerance debate to next level. Union commerce minister Nirmala Sitharaman, who never bothered to raise any objection to the numerous obnoxious, racist & sexist comments made by party leaders, was particularly uncharitable in her criticism of the governor. For the n th time, I want to rewind the tape and hear what Mr...

Mindless bulls may hit the wall this fall season

Thought for the day "The first step on the way to victory is to recognize the enemy." —Corrie Ten Boom (Dutch, 1892-1983) Word for the day Miche (v) To lurk out of sight. (Source: Dictionary.com) Malice towards none Secondary school students are a worried lot these days. Going by the current rate of growth, their history books would have added at least 50 more chapters on great personalities in next three years! First random thought this morning Upper reaches of Himachal Pradesh received unprecedented snowfall in April, at a time when most of the country is witnessing intense heat wave conditions. On the top, astrologers are predicting major natural calamities as sworn enemies Mars and Saturn come face to face. They feel tremors in Japan and Ecuador were just a forewarning. The Finance Minister is upgrading growth estimates every week! Mindless bulls may hit the wall this fall season ...

States of the Union - 2

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Thought for the day Never be afraid to trust an unknown future to a known God. —Corrie Ten Boom (Dutch, 1892-1983) Word for the day Fuliginous (adj) Sooty; smoky, e.g., the fuliginous air hanging over an industrial city. (Source: Dictionary.com) Malice towards none Shahrukh Khan claims to be the greatest patriot in the country! Any higher bids? First random thought this morning Now a days it is common to watch, hear and read stories narrating how a child born in a very poor family landed a good job or succeeded in competitive examinations, etc. Ostensibly, the objective is to highlight the social awakening and to motivate millions others who are facing similar types of socio-economic challenges. Unintended consequences are rise in fear psychosis in a section of the society that is unnecessarily feeling threatened by rise of the downtrodden. This reminds me the most overrated Hindi movie of recent times ...