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Showing posts from 2017

2018 - will PE de-rate

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Thought for the day "In heaven an angel is nobody in particular." —George Bernard Shaw (Irish, 1856-1950) Word for the day Propine (v & n) To offer as a present Present, Gift Malice towards none Why do we and why should we celebrate a change in date on the night of 31st December? Besides calendars, what else changes on this day? First random thought this morning First thing in the morning, messages in my WhatsApp inbox make me feel guilty by convincing me that I am not doing enough for my elders, culture, religion and the Nation. Then tweets of so called liberals and elites multiply the guilt by suggesting that in our country caste of a person should be the supreme criteria for deciding his/her eligibility to hold any constitutional post. My pail of guilt begins to overflow as soon as I open the newspaper and learn how badly we are treating our medal winning athletes, how we are unable to safeguard nu...

2018-Macro outlook

Thought for the day "Old men are dangerous: it doesn't matter to them what is going to happen to the world." —John Milton (English, 1608-1674) Word for the day Facepalm (n) The gesture of placing the palm of one's hand across the face, as to express embarrassment, frustration, disbelief, etc. Often used as an interjection, e.g., " She read the post and comments and did a facepalm . Malice towards none If a Muslim or Christian converts to Hinduism, who decides which caste and Varna (Brahmin, Kshtriya, etc.) he would take? First random thought this morning The summary dismissal of infamous 2G case by the special CBI court, highlights a number important issues. The most important in my view, is pathetic and blatant disregard for the "bail is a right" rule. Many accused, who happen to be famous and reputed people in their own field, were apparently incarcerated without any substantial reason or evide...

2017 in perspective

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Thought for the day "Take care to get what you like or you will be forced to like what you get." —John Milton (English, 1608-1674) Word for the day Daily-Breader (n) A commuter Malice towards none Besides UP CM, PM and BJP President, can you name two more BJP leaders who campaigned in Gujarat and Himachal Pradesh? For sure, there must be many. The question is why aren't they visible to us! First random thought this morning Suddenly there is a rush in stock market to buy stocks of the company who may benefit from rise in rural income. People are buying FMCG producers, farm equipment and farm input manufacturers, automobile OEMs, as if from tomorrow morning Modi government will start depositing the promised Rs15lacs in the savings accounts of everyone. If we accept that our markets were fairly valued on 18th December, than every sudden 20% rise in price of a stock must be matched by 20% increment in the earnings fo...

Investors' dilemma

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Thought for the day "The single biggest problem in communication is the illusion that it has taken place." —John Milton (English, 1608-1674) Word for the day Bagatelle (n) Something of little value or importance; a trifle. Malice towards none What is the road ahead for Rahul Gandhi? After all Karnataka is looking no different than Himachal Pradesh. High anti incumbency sentiment and a surging BJP ready to exploit it. First random thought this morning Do you remember anyone asking or bothering how much you scored in your high school examination, once you settled in a job. 40% or 99% hardly make a difference once you cross the threshold in life. In their celebration, the Congressmen are perhaps ignoring the fact that the next opportunity for them in the state of Gujarat is at least 5yr away. After going through some 30 speeches of Rahul Gandhi in Gujarat, I could not find any hint of a solution to the problem...

Gujarat elections - 3

Thought for the day "Find enough clever things to say, and you're a Prime Minister; write them down and you're a Shakespeare." —John Milton (English, 1608-1674) Word for the day Apopemptic (adj) Pertaining to leave-taking or departing; valedictory. Malice towards none Who won the Gujarat elections? First random thought this morning Many of the arguments of studio experts and Congress sympathizers on news channels were totally ridicules. For example, one of the common argument was that BJP is nervous therefore Modi & Shah had to put so much effort. It's like Sri Lanka pleading that our bowling attack is weak, therefore India should not play Virat Kohli and Rohit Sharma against us. I think, BJP should be appreciated for not taking any election (even local body) lightly and making an all out effort to win, which Congress does not. The other most ridiculous argument is that Gujarat election should be seen as revival in the fort...

It's all economics stupid!

Thought for the day "Nothing profits more than self-esteem, grounded on what is just and right." —John Milton (English, 1608-1674) Word for the day Deasil (adv) Clockwise or in a direction following the apparent course of the sun: considered as lucky or auspicious. Malice towards none Manish Tiwari + Kapil Sibal + Digvijay Singh + Manishankar Aiyer + et. al. = Sambit Patra First random thought this morning The desperation shown by BJP in the ongoing Gujarat elections is completely beyond comprehension. This election is a fight of survival for the Congress Party. Whereas for BJP it should have been just another election. If Congress were to lose this election, like Bihar, UP, TN, WB, they would have lost another state forever, as the a local alternative is likely to emerge by 2022. Whereas, if PM had not invested his personal ego there, the BJP could have been easily assigned the adverse outcome to the local leade...

Some random thoughts

Thought for the day "He that studieth revenge keepeth his own wounds green, which otherwise would heal and do well." —John Milton (English, 1608-1674) Word for the day Wanderjahr (n) A year or period of travel, especially following one's schooling and before practicing a profession. Malice towards none How to bring Vikas in India? Grow Taiwanese mushrooms that sells @US$1200/kg. First random thought this morning The allegation of BJP leadership that Pakistan is trying to influence Gujarat elections has distinct reflection of the recent episode of US-Russia spat of interference in presidential elections. But from a different viewpoint, this also indicates complete Congressization of BJP. During 1970s and 1980s, it was very common for the Congress leadership to blame everything wrong occurring in the country on "external forces", implying Pakistan. Some random thoughts Unsuitable boy...