http://disqus.com/people/13ac74eedc029f513a959c53da2ea89b/enTue, 06 Oct 2009 15:05:17 -0000http://vijayanand.disqus.com/the_law_of_startups_vijay_anand/#comment-2193451Read "Only the Paranoid Survive" by Andrew '10x' Grover. You will find it insightful.<br><br>Market as a segmentation process??<br><br>Think Internet, think nuclear technology, semiconductors...<br>think.. umm.. basically any new market.<br><br>Markets can either be born out of gradual change say, from Web 1.0 to Web 2.0 or it can arrive with a blast and boom, think nuclear technology or semis.SohamThu, 24 Apr 2008 05:27:13 -0000http://vijayanand.disqus.com/the_law_of_startups_vijay_anand/#comment-2193453yeah.. true when I meant nuke.. I meant basically the business of creating the plants...SohamThu, 24 Apr 2008 05:58:28 -0000http://inquisitr.disqus.com/twitter_blamed_in_jennifer_aniston_john_mayer_breakup/#comment-7462761Which fool would find, Twitterring more interesting than Jen Aniston???<br><br>John Mayer is the answerSohamTue, 24 Mar 2009 03:28:25 -0000http://trakin.disqus.com/rupee_sensex_and_india_too_fast_too_furious/#comment-12698257Hi,<br><br>I would agree more with your WSJ friend rather than you :P... but yeah, I dont think it will be a back to square one thing, but let me rehash a few things,<br>1. Apart from a strong educated middle class backbone, we effectively have nil, things to boast about. Infrastructure sucks, poverty level high, inflation high, corruption still rampant[what if media stopped talking about it] and bureaucracy still rules the roost[ ask the guys who want to startup, a one week company registration thingie in US takes 60 working days out here]<br><br>2. Rupee has been appreciating, yes! I agree but because of the falling dollar! Euro couldnt show much,and yeah Yen is rising [thats bad! for Indian business]<br><br>3. The real money maker can be KPO oriented manufacturing, thats where the mulla is, and unfortunately we are still in that mom-and-pop service industry.SohamTue, 18 Mar 2008 22:45:45 -0000http://trakin.disqus.com/can_india_globalize_and_still_be_insulated_from_the_west/#comment-12701382Interesting post, but I am afraid there are a few glaring gaps in it. Let me address a few, as I understand them.<br>Firstly, Mr MSA is right, today, India has no way to cushion its fall when the economic tide recedes. But, to assume that this is the truth, will be tantamount to not questioning the assumptions. The implicit assumption is, global economy is dependent on US. Which need not be true in the decades to come. Asia can very well, emerge as the next locus of global economy, and that economy will not be credit fuelled consumption driven economy.<br><br>Secondly, and more importantly, population != domestic demand. All Asian countries including China is grappling with domestic demand problems, except India. And that gives a strong raison de etre, India can come out with trumps before even China. <br>But to turn this advantage into a real 10x change, the government for the next 6 years has to be a totally different one, approach and embrace reforms on a war footing, take care of law and order in almost a Machiavellian paradigm.SohamSat, 27 Jun 2009 08:54:56 -0000http://trakin.disqus.com/can_india_globalize_and_still_be_insulated_from_the_west/#comment-12701384I think, I might have given a way too optimistic picture of Asia becoming the next powerhouse of global economy. There is a definite chance, but I dont really see any of them taking concrete measures to stamp their authority. Even China is accomplice to this crime. <br><br>Indian brands have been laggards in taking India in equation because they are busy chasing the currency advantage. 47INR is to 1 USD remember? Its too lucrative a deal. And lets accept it, making the poor buy your product is far more difficult that credit junkie US teenagers buying your product. <br>But I must give it to the latest generation enterprises who are catering to domestic consumption far and wide. They are looking at India from a perspective of opportunities rather than challenges.A natural evolution given the fact, that there is storm brewing outside.SohamSat, 27 Jun 2009 15:16:59 -0000http://trakin.disqus.com/india_doesnt_like_anything_chinese_but_china_likes_indian_spices/#comment-12701346Idiotic article.SohamWed, 01 Jul 2009 01:13:29 -0000http://popcritics.disqus.com/aml8217s_top_dvd_releases_for_1808/#comment-1198261Yeah seems like, its carnival time as some really great movies are going to get released. Zodiac is simply out of the world...SohamTue, 08 Jan 2008 09:36:43 -0000http://popcritics.disqus.com/nbc_cancels_the_golden_globes/#comment-1198244<em>Soham's last blog post..</em><a href="http://soulwitness.wordpress.com/2008/01/07/10-things-to-do-before-i-hit-30/" rel="nofollow">10 things to do before I hit 30!</a>SohamTue, 08 Jan 2008 09:40:22 -0000http://moneyvidyablog.disqus.com/the_need_for_a_credible_social_investing_site_in_india/#comment-4927388The one thing, which irks me is the absence of the real trading instruments available in the markets. Which actually, stops one from using a social investing equity curve as his credibility. Why not have commodity futures, index futures, options, currency futures included too?<br><br>More work? Sure it is...<br><br>But more holistic? You bet!<br><br>I am a retail investor who trades actively in FNO. But I can't check my own performance because there is no FNO.<br><br>I hope MV is listeningSohamTue, 06 Jan 2009 01:51:54 -0000http://moneyvidyablog.disqus.com/term_of_the_day_pip/#comment-4930536No thats a tick you are talking about... Pip is normally used in currency fut. its 1/100th of a percent.. So thats effectively 1 basis point. Usually 1 tick is equal to 1 pip. But not aways, USDYEN pair is an example.SohamTue, 06 Jan 2009 03:11:40 -0000http://marketingpilgrim.disqus.com/google_admits_to_gambling_46_billion/#comment-9426164Fantastic report. Shocking to say... :)SohamFri, 04 Apr 2008 14:57:08 -0000http://marketfolly.disqus.com/george_soros_hedge_fund_files_13gs_on_3_positions/#comment-19228505Having a macro bias and connecting it with stocks doesnt really quite line upSohamTue, 06 Oct 2009 14:27:47 -0000http://marketfolly.disqus.com/george_soros_hedge_fund_files_13gs_on_3_positions/#comment-19237528IOC is an oil play isnt it? So,if indeed Soros is bullish on oil, why did he choose IOC, instead of buying crude futures. Or, for that matter why isnt he long Chevron or Lucas Oil. <br>I am not very much qualified to make this comment, as neither I am a macro player, neither did I read Alchemy of Fin nor I have much info on US stocks.(I am based out of India, is a fan of the Palindrome, and itching to diversify into other asset classes), yet I was curious.SohamTue, 06 Oct 2009 15:05:17 -0000