Posts

Catch-22.

Thought for the day "No matter how corrupt and unjust a convict may be, he loves fairness more than anything else." Anton Chekhov (Russian, 1860-1904) Word for the day Slugabed (n) A lazy person who stays in bed long after the usual time for arising. (Source: Dictionary.com) Malice towards none People who have recently performed Chhath Puja in toxic Yamuna waters are more likely to get sorrow, than blessings in return. I do not have any Award to return. But if I were somebody who is heard, I would have certainly protested loud! First random thought this morning The government seems to be in split mind. On one hand they sincerely wish to get opposition's, especially Congress Party, cooperation on key economic legislations, while on the other hand they do not want to be seen compromising on their committed for "Congress Free India". So on the same day, Swamy and Jaitely send totally conflicting sign...

Only for the brave hearts!

Thought for the day "Don't tell me the moon is shining; show me the glint of light on broken glass." Anton Chekhov (Russian, 1860-1904) Word for the day Saporific (adj) Producing or imparting flavor or taste. (Source: Dictionary.com) Malice towards none Indian banking industry has emerged as the epitome of women power. Some pigeons are still in denial. First random thought this morning The Chhath was celebrated in Delhi this time at much larger scale as compared with past years. Though, this was the trend for Ganpati and Durga Puja celebrations also, Chhath assumed much larger significance in view of the recently concluded Bihar elections. No wonder one overenthusiastic Bihari friend was heard evoking Nostradamus to suggest that a worshiper of Sun will rule India and make it a global power. The query - "Where does the French oracle say this?" - my friend finds completely unworthy of a...

Investment strategy 2016 - 1

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Thought for the day "Any idiot can face a crisis - it's day to day living that wears you out." Anton Chekhov (Russian, 1860-1904) Word for the day Indefatigable (adj) Incapable of being tired out; not yielding to fatigue; untiring. (Source: Dictionary.com) Malice towards none Madison, Allphones, Wembley.......Veni, vedi, vici. First random thought this morning The winter session of the Parliament will begin next week amidst a great deal of anticipation. Sanguine are anticipating that the government will cover more than the half distance to meet the resurgent opposition in their camp in order to successfully carry out its agenda of inclusive and faster development. Skeptics anticipate a "no show" as the stalemate continues. Cynics are anticipating the opposition to gang up and thwart all legislative business, as the government stays put on its standpoint. Investment stra...

At least not yet

Thought for the day "When a woman isn't beautiful, people always say, 'You have lovely eyes, you have lovely hair.'" Anton Chekhov (Russian, 1860-1904) Word for the day Diaphanous (adj) Very sheer and light; almost completely transparent or translucent. (Source: Dictionary.com) Malice towards none After Paris Attacks, Europe may not change the way USA did post 9/11 WTC attacks - because here the malice lies within. First random thought this morning Narendra Modi is perhaps the only post independence Indian leader that has divided Indian populace in two vertical camps - pro-Modi and anti Modi, leaving no one neutral. During 1970s we witnessed deeply divided opinions about late Mrs. Indira Gandhi, but neutrality was still an option then. Many exempted Mrs. Gandhi by blaming her son Sanjay Gandhi for the governance lapses and atrocities. To some it may sound ironical, but the truth remains tha...

Nifty: midterm weakness creeps in

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  Thought for the day " People don't notice whether it's winter or summer when they're happy. " Anton Chekhov (Russian, 1860-1904) Word for the day Inconnu (n) A person who is unknown; stranger. (Source: Dictionary.com) Malice towards none Sooner the government turns its focus to people from markets better it would be for everyone. First random thought this morning In our zeal to defeat enemies, we mostly fail to recognize when we have turned just like them. Socialists like Lalu and Mulayam are more feudal now; BJP appears more like Congress; Mamta is definitely more communist than CPM; Japan became more like USA post WWII; China is more like Japan now. What is the point of waging a war if the winner must emulate the ideology and conduct of the conquered?     Nifty: midterm weakness creeps in I had written on 26 October 2015 that "Nifty has reached a critical level from midterm pe...

Strategy for Samvat 2072

First random thought this morning The market behavior yesterday made one thing quite clear that not many participants are expecting and major legislative action from the government. No one appear concerned that the government will face incrementally stiffer challenges in conducting the legislative business in the Parliament. I guess this is a good news. Any marginal success on this count will be a major positive surprise for the market. Strategy for Samvat  2072 Unlike Vikram Samvat 2071 that began on an extremely buoyant note with PM Modi appearing in full control of the things, Samvat 2072 may not be welcomed with similar enthusiasm. The sentiments are somber and confidence diminishing. The below par corporate performance, worsening socio-political environment clouding the outlook for any major economic reforms in near future, specter of US rate hike and consequent turbulence in the global markets is indicating development of a perfect storm...

From Patna straight to New York

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Thought for the day " They who dream by day are cognizant of many things which escape those who dream only by night. " Edgar Allan Poe (American, 1809-1949 ) Word for the day Twilight (n) A terminal period, especially after full development, success, etc.: (Source: Dictionary.com) Malice towards none "My name is Rajan - Chotta Rajan!" First random thought this morning PM Modi once famously told the Congress Leadership, on the floor of the Parliament, that his political acumen ( सूझ बूझ) is beyond any doubt. The recent socio-political events may however force him to rethink accuracy of that claim. After belittling and rendering the award returnees irrelevant, restoring the order in FTII, punishing the illegal beef trader and getting justice for Kalburgi and Mohd. Ikhlaq - a retrospection would guide him that the things could have been handled in a different and perhaps better way. From Patna st...