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<rss version="2.0"><channel><title>Disqus - Latest Comments for Gautam Kshatriya</title><link>http://disqus.com/people/bced629395d5124d8278e132804f1f48/</link><description></description><language>en</language><lastBuildDate>Mon, 04 May 2009 04:35:49 -0000</lastBuildDate><item><title>Re: Overseas startups jump to pick up Twitter&amp;#8217;s slack</title><link>http://venturebeat.disqus.com/overseas_startups_jump_to_pick_up_twitter8217s_slack/#comment-1476176</link><description>SMS GupShup, an India based startup has 7mn unique monthly visitors, pretty much all from India (the number of Twitter accounts from India stood at just over 1600 in end-2007). The service is completely free - and despite having to deal with much more traffic to its site and number of messages per day (approx 10mn per day) it hasn't broken down. Check out my related post: &lt;a href="http://www.moneyvidya.com/blog/?p=266" rel="nofollow"&gt;http://www.moneyvidya.com/blog/?p=266&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 15 Aug 2008 12:11:49 -0000</pubDate></item><item><title>Re: Ask Vijay: From Employee to Entrepreneur. How? | Vijay Anand</title><link>http://vijayanand.disqus.com/ask_vijay_from_employee_to_entrepreneur_how_vijay_anand/#comment-2193715</link><description>I don't know how feasible this is but if you work for a large firm and you're a highly rated employee it might just be possible for you to negotiate a sabbatical (unpaid leave for 3-6 months), perhaps even a year. This will give you the chance to really plunge into your idea full time. At the end of the unpaid leave you'd (hopefully) be in a better position to decide whether your project is really worth quitting your day job for...&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com/blog" rel="nofollow"&gt;http://www.moneyvidya.com/blog&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Sat, 09 Aug 2008 13:35:21 -0000</pubDate></item><item><title>Re: Starting off: The Incremental and the Iterative Way. | Vijay Anand</title><link>http://vijayanand.disqus.com/starting_off_the_incremental_and_the_iterative_way_vijay_anand/#comment-2193710</link><description>While I resonate with you fully on this post, I do feel however that even those that are at heart the 'iterative' types, should spend some time working - not necessarily for too long, but long enough to understand what it means to work in a professional environment - it will possibly make them better managers of their own business, especially when it (hopefully) becomes a medium organization itself. Don't stick around too long, however, otherwise you'll risk becoming cynical, comfortable, married-with-kids - and generally risk averse!&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriy@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriy@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com/blog" rel="nofollow"&gt;http://www.moneyvidya.com/blog&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Sat, 09 Aug 2008 13:54:32 -0000</pubDate></item><item><title>Re: Another bumper month for Telecom companies&amp;#8230;9.22 million subscribers added !</title><link>http://trakin.disqus.com/another_bumper_month_for_telecom_companies8230922_million_subscribers_added/#comment-12700251</link><description>Its quite interesting to see that (when I voted) 42% of people in your poll felt that broadband was expensive. I use MTNL's broadband service, and pay about Rs. 500 per month for a basic plan - which is approximately $12.5 per month. If you compare the cost of broadband on an absolute basis to countries such as the UK, you'll find that its actually far more expensive, with most plans starting at $30 per month. On a purchasing power basis, however (if you take purchasing power parity of 4), that's an equivalent of $50 - making it clearly more expensive. &lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Tue, 26 Aug 2008 04:10:35 -0000</pubDate></item><item><title>Re: Iphone at Rs. 31000 in India ! Wonder who will buy ?</title><link>http://trakin.disqus.com/iphone_at_rs_31000_in_india_wonder_who_will_buy/#comment-12700249</link><description>I think that Ashish Sinha (pluggD.in) said it all to well when he declared the iPhone an iHype and an iFlop. According to the Economic Times, the launch saw the sale of a measly 10 pieces!&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Tue, 26 Aug 2008 04:13:04 -0000</pubDate></item><item><title>Re: How India can win 10 or more Gold Medals by 2020</title><link>http://trakin.disqus.com/how_india_can_win_10_or_more_gold_medals_by_2020/#comment-12700242</link><description>What I found quite irritating was that when Abhinav Bindra won the Gold Medal, the government rewarded him Rs. 1 Cr. Now I'm not saying that he doesn't deserve the nations praise, but what if we could have used even half of that to invest in developing our sporting facilities and training our athletes? This is classic Indian Politics - back a winner to ride the wave his success. Its highly short-termist attitude. &lt;br&gt;&lt;br&gt;China is currently in first place in the Gold medals tally - with 51. They're not any more physically superior than us Indians, so you can throw that arguement out of the window. How have they been able to achieve this? Focused government support for sporting facilities and training. &lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Tue, 26 Aug 2008 04:19:31 -0000</pubDate></item><item><title>Re: BigTV launches today &amp;#8211; Should Dish TV, Tata sky worry?</title><link>http://trakin.disqus.com/bigtv_launches_today_8211_should_dish_tv_tata_sky_worry/#comment-12700226</link><description>What I don't understand is how Big will prioritize IPTV vs. its Dish in terms of marketing and distribution... &lt;br&gt;&lt;br&gt;Oh and check out my post about why Indian companies like Reliance are getting into every kind of business out there, and why they are able to do so: &lt;a href="http://www.moneyvidya.com/blog/?p=164" rel="nofollow"&gt;http://www.moneyvidya.com/blog/?p=164&lt;/a&gt;&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Tue, 26 Aug 2008 04:25:33 -0000</pubDate></item><item><title>Re: ISD at Rupee 2 per minute, STD at 50 paise &amp;#8211; Isn&amp;#8217;t that music to ears !</title><link>http://trakin.disqus.com/isd_at_rupee_2_per_minute_std_at_50_paise_8211_isn8217t_that_music_to_ears/#comment-12700223</link><description>While it's great news for consumers, it's sounds like death knell for both wired and wireless operators. If pan-Indian companies are smart, they'll switch to VoIP as soon as the technology has proven itself. This will lead to huge corporate savings as internal and external communication costs are slashed. I also wonder - could this, in a roundabout way drive rural internet penetration, with internet kiosks being set up in villages for people to call their relatives in the cities cheaply over VoIP?&lt;br&gt;&lt;br&gt;Another thing that I believe will really change the Indian telecom landscape is TRAI's announcement that it will allow Mobile Virtual Network Operators (MVNOs). Check out why I think this will be the case here: &lt;a href="http://www.moneyvidya.com/blog/?p=171" rel="nofollow"&gt;http://www.moneyvidya.com/blog/?p=171&lt;/a&gt;&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com/blog" rel="nofollow"&gt;http://www.moneyvidya.com/blog&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Tue, 26 Aug 2008 04:49:15 -0000</pubDate></item><item><title>Re: Tesco will supply goods to Tata as it plans to open grocery stores in India</title><link>http://profitedition.disqus.com/tesco_will_supply_goods_to_tata_as_it_plans_to_open_grocery_stores_in_india/#comment-1590205</link><description>I think that the alliance between Tesco and Trent, while essentially amounts to a franchise agreement and not a joint-venture is good for both parties - especially for the latter, as I point out in my post (check it out at: &lt;a href="http://www.moneyvidya.com/blog/?p=250" rel="nofollow"&gt;http://www.moneyvidya.com/blog/?p=250&lt;/a&gt;). While Trent has to pay a fee for access to Tesco's expertise (IT systems, infrastructure mgmt etc.) I think that this is a small price to pay for things that are essential requisites for cost efficiency in this space. &lt;br&gt;&lt;br&gt;As you pointed out in your article - Tesco also benefits, by learning how to operate in an Indian environment before jumping in independently into this format. You might also be interested to read my analysis on what impact the arrival of large format organised retail has on consumer goods manufacturers margins: &lt;a href="http://www.moneyvidya.com/blog/?p=258" rel="nofollow"&gt;http://www.moneyvidya.com/blog/?p=258&lt;/a&gt;&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 15 Aug 2008 07:21:31 -0000</pubDate></item><item><title>Re: Why do large Indian companies have to get into absolutely *everything*?</title><link>http://moneyvidyablog.disqus.com/why_do_large_indian_companies_have_to_get_into_absolutely_everything/#comment-4051613</link><description>Rohit, I think perhaps the answer to that question is that at this stage of the web - if we're talking about mass products, Indian companies don't feel that they need to innovate yet - they're still focusing on the mantra of 'more customers'. This is exactly the reason why despite the fact that we have Naukri, Clickjobs, Moster, TimesJobs, others like HT's &lt;a href="http://Shine.com" rel="nofollow"&gt;Shine.com&lt;/a&gt; continue to enter the market. Only when the market gets saturated will there be a need for these companies to try to develop their services so that they can compete for each other's customers.</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Tue, 12 Aug 2008 03:49:03 -0000</pubDate></item><item><title>Re: Investor Essentials: P-notes or Participatory Notes - what they are and why they&amp;#8217;re important</title><link>http://moneyvidyablog.disqus.com/investor_essentials_p_notes_or_participatory_notes_what_they_are_and_why_they8217re_important/#comment-4051636</link><description>@Krishna - As it seems you're right - thank you for pointing this out; I was under the impression that both domestic brokers and FIIs could issue P-notes to unregistered foreign investors, but I was wrong. (although I'll point out that the term FII is reserved for those registered with SEBI, therefore there is no such thing as an unregistered FII).</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 15 Aug 2008 01:54:23 -0000</pubDate></item><item><title>Re: The need for a *credible* social investing site in India</title><link>http://moneyvidyablog.disqus.com/the_need_for_a_credible_social_investing_site_in_india/#comment-4051627</link><description>@Krishna - You raise a very valid point about each investor being unique in terms of investment time horizon, and return outlook. I would go on to say that different investors have different risk appetites. A good social investing site would be one where by looking at user's profile or his actions on the site, you could quickly understand these things about a person - and therefore evaluate whether you as another user should listen to what he is saying.&lt;br&gt;&lt;br&gt;@Manish - Agreed that the Wisdom of the Crowd doesn't work every time. But it is my belief, that if a tool is built in such a way that (subject to enough people providing and opinion) those that have demonstrated a superior track record in terms of forecasting get a greater weight than those that have a poor record, then it would work more often than not - this is the basis of Motley Fool's CAPs. Another example - &lt;a href="http://Marketocracy.com" rel="nofollow"&gt;Marketocracy.com&lt;/a&gt; (I talk about it here in my Book Review of Wikinomics: &lt;a href="http://www.moneyvidya.com/blog/?p=67" rel="nofollow"&gt;http://www.moneyvidya.com/blog/?p=67&lt;/a&gt;). Marketocracy runs its fund based on the 100 best performing fantasy portfolios on its site. In its 6 years it has generated cumulative returns of over 80%, while the S&amp;P; 500 has returned 30% for the same period - this, in spite of the internet bubble of 2000 and the subprime mess of 2007/8(and 9?). So it is taking Crowd Wisdom' into account but putting greater stock into the higher performing crowd.</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 15 Aug 2008 03:19:54 -0000</pubDate></item><item><title>Re: Startup Essentials: Book Review - Purple Cow, by Seth Godin</title><link>http://moneyvidyablog.disqus.com/startup_essentials_book_review_purple_cow_by_seth_godin/#comment-4051644</link><description>@Krishna and @Sangfroid - when I say that India is not 'as sophisticated a market' - what I was mean is that in terms of pure technological innovation, and availability of goods and services we are behind countries such as the US, UK or Japan. When you walk into a supermarket in the US - you see tens of brands of tissue paper - single ply, double ply, multiple colours, different shapes, scented, textured etc. etc. Therefore it *is* possible for many basic goods and services to create a differentiated, more innovative product, whereas in countries mentioned above, a lot of things have already been done. &lt;br&gt;&lt;br&gt;This is exactly why the big companies - the Tatas, the Reliances etc. - are getting into every sector. The market in India (urban and rural) is at a stage where things that are no longer considered remarkable in the west - say cable TV for example - are still considered remarkable. Did Tata or Reliance have to invent the set top box? Not really. &lt;br&gt;&lt;br&gt;This is not to say that there isn't innovation in India - clearly I think there is. That innovation as you rightly said Krishna, for products such as cellphones isn't necessarily around building a super sophisticated PDA phone - but more around pricing, efficient distribution, and localisation.</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Mon, 18 Aug 2008 05:27:22 -0000</pubDate></item><item><title>Re: Startup Essentials: Book Review - Purple Cow, by Seth Godin</title><link>http://moneyvidyablog.disqus.com/startup_essentials_book_review_purple_cow_by_seth_godin/#comment-4051645</link><description>In fact - take another example - online brokerage. If you were to use an Ameritrade / E*trade or Charles Schwab and compare it to the platforms that we have in India - say Reliance Money - you would immediately see the difference. Compared to Reliance Money's interface and tools the American platforms are far superior. Indeed if Reliance wanted to do so, it could probably invest a few crores of rupees and build a wonderful platform - indeed go a further step in terms of localization. In order to do so, it wouldn't really have to think much - it wouldn't have to invent anything. For a lot of improvements, it could just look at the American platforms. Of course, it won't do so at the moment. Why? Because right now people will sign up with Reliance Money simply because they're a known brand and are offering cheap commissions. *Not* because they've got the best online brokerage interface, not because they have superior service. The sign of a more mature (to be used interchangeably with sophisticated) is when companies are having to innovate with their product to *hold on* to their customer base - to retain them. But right now, they don't have to - simply because they're too busy opening new brokerage accounts - people are lining up to do so.</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Mon, 18 Aug 2008 05:37:09 -0000</pubDate></item><item><title>Re: Marshall Wace - social investing, hedge fund style</title><link>http://moneyvidyablog.disqus.com/marshall_wace_social_investing_hedge_fund_style/#comment-4051657</link><description>Just wanted to point out that as far as I'm aware, the Eureka Fund is a traditional fund, not driven by TOPS. Moreover, the estimated AUM for MW is not $7bn - the current figure stands closer to $15bn. In terms of a search for novelty and exclusivity - surely its easier to do so in a less developed market, with fewer players seeking alpha, than a more developed market such as the US / UK were every strategy has already been 'done'?</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 22 Aug 2008 09:32:18 -0000</pubDate></item><item><title>Re: Marshall Wace - social investing, hedge fund style</title><link>http://moneyvidyablog.disqus.com/marshall_wace_social_investing_hedge_fund_style/#comment-4051660</link><description>I'm not sure what you mean by 'delude' others?</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 22 Aug 2008 10:45:18 -0000</pubDate></item><item><title>Re: MoneyVidya: Blogging about Finance, Technology and Startups (read our up to date posts below!)</title><link>http://moneyvidyablog.disqus.com/moneyvidya_blogging_about_finance_technology_and_startups_read_our_up_to_date_posts_below/#comment-4051618</link><description>you know, you guys are posting your comments to the wrong post</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 22 Aug 2008 11:17:54 -0000</pubDate></item><item><title>Re: Marshall Wace - social investing, hedge fund style</title><link>http://moneyvidyablog.disqus.com/marshall_wace_social_investing_hedge_fund_style/#comment-4051662</link><description>@Akshay - thanks will correct typos (Clarke etc.)&lt;br&gt;@Karan - was going to write about the Alpha Network (read my mind) but thanks for the tip-off on the Trade Idea monitor...</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 22 Aug 2008 11:19:16 -0000</pubDate></item><item><title>Re: Marshall Wace - social investing, hedge fund style</title><link>http://moneyvidyablog.disqus.com/marshall_wace_social_investing_hedge_fund_style/#comment-4051663</link><description>@Akshay - both TOPS and Eureka were down, but did they underperform the market? Specifically did TOPS underperform? I also think that looking at a 1 month performance doesn't say much, one way or the other in terms of benchmarking performance - which is why I've only looked at those TOPS funds that have a 3 year track record.</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 22 Aug 2008 11:22:13 -0000</pubDate></item><item><title>Re: Response from ICICI Bank to my post &amp;#8216;Fresh Rumours: ICICI Bank Collapse imminent? Not likely.&amp;#8217;</title><link>http://moneyvidyablog.disqus.com/response_from_icici_bank_to_my_post_8216fresh_rumours_icici_bank_collapse_imminent_not_likely8217/#comment-4051713</link><description>kpst - thanks for bringing the error to my attention - have made the correction, and added another para in as well...</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Tue, 30 Sep 2008 08:35:13 -0000</pubDate></item><item><title>Re: Fresh Rumours: ICICI bank collapse imminent? Not likely.</title><link>http://moneyvidyablog.disqus.com/fresh_rumours_icici_bank_collapse_imminent_not_likely/#comment-4051706</link><description>Sree - I'm really not sure on what basis you've made the assertion that their 'brains are like criminals'. What I do know is that its a fairly nonsensical statement.</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Wed, 15 Oct 2008 02:07:22 -0000</pubDate></item><item><title>Re: Response from ICICI Bank to my post &amp;#8216;Fresh Rumours: ICICI Bank Collapse imminent? Not likely.&amp;#8217;</title><link>http://moneyvidyablog.disqus.com/response_from_icici_bank_to_my_post_8216fresh_rumours_icici_bank_collapse_imminent_not_likely8217/#comment-4051712</link><description>Well I can understand that they have to put up a uniform face, and I haven't got any real problems with that, except that they're not really answering the question at hand: What is the full extent of your Mark to Market losses from your exposures to Credit Derivatives? Has it gone up from the $260mn that you reported earlier? Have you squared off these exposures? Telling me things like 'ICICI is well capitalised' and that the 'RBI has retained prudent credit practices' doesn't really tell me anything, does it?</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Wed, 15 Oct 2008 02:11:37 -0000</pubDate></item><item><title>Re: MoneyControl.com – Out Of Control, Fear Marketing or just a big Boo Boo?</title><link>http://moneyvidyablog.disqus.com/moneycontrolcom_out_of_control_fear_marketing_or_just_a_big_boo_boo/#comment-4051737</link><description>We just like to point out stuff that doesn't add up.&lt;br&gt;&lt;br&gt;:-)</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Sat, 25 Oct 2008 12:32:21 -0000</pubDate></item><item><title>Re: Is the market at the bottom?</title><link>http://moneyvidyablog.disqus.com/is_the_market_at_the_bottom/#comment-4051756</link><description>@Ajay - yes you're right we could see a deeper drop - as I pointed out in the article, I believe that it all depends upon FIIs - if they keep pulling out due to liquidity pressures, more so than they have already, then we're in trouble, and we will see a drawn out bear market.</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Wed, 05 Nov 2008 23:26:24 -0000</pubDate></item><item><title>Re: Nifty PE near historical lows</title><link>http://moneyvidyablog.disqus.com/nifty_pe_near_historical_lows/#comment-4051748</link><description>Hi Deepak, thanks for your comment. Agreed. I do expect trailing EPS to go down further, which is why said that 'around' now, but not 'right now' is the right time to invest. If we assume a EPS drop of over 10% as you suggested could happen, to  200, but are able to invest at Nifty = 2500 that will give you a PE of 12.5 which isn't too expensive. If EPS falls by 20% to 180 then at Nifty 2500 the implied PE would be 13.9 - not exactly cheap but compared to our long term historical average of over 18 not exactly disastrous. If EPS goes south from there then I guess we're in the toilet anyway.&lt;br&gt;&lt;br&gt;Its a little early to call but my feeling is that the technical rally that saw us climbing up from our low came to an end last night.  As I write this comment the Nifty is already down almost a 100 points. If I see that the Nifty begins testing 2500 again I would slowly start accumulating, despite the downside risk on EPS.</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Thu, 06 Nov 2008 00:01:48 -0000</pubDate></item><item><title>Re: Is the market at the bottom?</title><link>http://moneyvidyablog.disqus.com/is_the_market_at_the_bottom/#comment-4051750</link><description>hi ankit, thanks for your comment - yeah i'm pretty sure about the 20% figure. I sourced it from DNA Money (I've linked to the article above).</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 07 Nov 2008 13:10:02 -0000</pubDate></item><item><title>Re: Nifty PE near historical lows</title><link>http://moneyvidyablog.disqus.com/nifty_pe_near_historical_lows/#comment-4051744</link><description>@Deepak - Yes I did use historical NSE data, but wasn't aware that it was flawed (thanks for pointing this out). You're right about us not having enough cycles to make comparisons. Its interesting that the Sensex data shows PEs of around 10. When did this happen?&lt;br&gt;&lt;br&gt;If you look at my more recent article, &lt;a href="http://www.moneyvidya.com/blog/is-the-stock-market-at-the-bottom/" rel="nofollow"&gt;http://www.moneyvidya.com/blog/is-the-stock-mar...&lt;/a&gt; I learned from a Morgan Stanley research report that in the last couple of bear markets, Sensex PE went down to lows of 13.6 (September 21, 2001) and 15.1 (December 5, 1996). &lt;br&gt;&lt;br&gt;I understand that there are examples in the developed world where PEs must have fallen to drastically low levels. Is it fair, however to compare developed economies' PE lows to developing economies' PEs? Surely the mean PE for developing economies should be higher, given higher growth rates of national income?</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Wed, 12 Nov 2008 02:30:48 -0000</pubDate></item><item><title>Re: InRev CEO Bhupendra Khanal denies claim about stockezy!</title><link>http://stockezyblog.disqus.com/inrev_ceo_bhupendra_khanal_denies_claim_about_stockezy/#comment-8976999</link><description>Let me start off by apologising.&lt;br&gt;Tushar,&lt;br&gt;&lt;br&gt;Apologies to both you and Bhupendra.&lt;br&gt;&lt;br&gt;Actually what happened is that  one of our content guys was posting press releases about &lt;a href="http://MoneyVidya.com" rel="nofollow"&gt;MoneyVidya.com&lt;/a&gt;. He didn't pick up that this was actually a *guest post*, and not an article by Bhupendra, and as this press release was going out, I unfortunately failed to pick this up either.&lt;br&gt;&lt;br&gt;We tried to delete / edit the press releases as soon we saw the error, but some press release sites are taking time to remove the release as requested. Please bear with us while we continue to try to resolve the issue. If you find any replicas of this press release that we've missed, please let me know and we'll do the needful ASAP.</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Mon, 04 May 2009 04:35:49 -0000</pubDate></item><item><title>Re: Indiatimes Relaunches Site; Integrates Virgin Radio and Digg-Like Site</title><link>http://paidcontent.disqus.com/indiatimes_relaunches_site_integrates_virgin_radio_and_digg_like_site/#comment-18826681</link><description>Have to agree with Dhiraj - the changes are too minor to be called a &amp;#39;redesign&amp;#39;. &lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Thu, 14 Aug 2008 15:26:21 -0000</pubDate></item><item><title>Re: ADAG RoundUp: Dreamworks Funding; $1 Billion PE Fund; Big TV IPL Rights</title><link>http://paidcontent.disqus.com/adag_roundup_dreamworks_funding_1_billion_pe_fund_big_tv_ipl_rights/#comment-18827592</link><description>And there&amp;#39;s yet another fund that will probably focus on expansion capital. What we need are some more funds that focus at the seed stage! Only then will it become easier for individuals to quit their jobs and start building on their ideas - otherwise, the probability of us seeing an Indian &amp;#39;Facebook&amp;#39; will continue to be low!&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com/blog" rel="nofollow"&gt;http://www.moneyvidya.com/blog&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Sat, 09 Aug 2008 17:22:00 -0000</pubDate></item><item><title>Re: Social Diary Firm Lifeblob Gets $1 Million Funding From Seedfund</title><link>http://paidcontent.disqus.com/social_diary_firm_lifeblob_gets_1_million_funding_from_seedfund/#comment-18827788</link><description>While I commend the Lifeblob team for building a beautiful (albeit slightly confusing looking - not exactly intuitive from day one) application, I wonder what their revenue model is. Some have suggested that the sale of user behavior related data - but I&amp;#39;m rather skeptical that this will be a credible source of cash for some time - its going to take some time before they build enough traffic for them to mine useful data. The other question that I have is - why have this as a standalone application? Surely integrating with social apps such as FB which already have apps such as &amp;#39;events&amp;#39;, makes sense?&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Mon, 18 Aug 2008 17:21:37 -0000</pubDate></item><item><title>Re: Online DVD Rental Service Seventymm Raises $12 Million In Third Round</title><link>http://paidcontent.disqus.com/online_dvd_rental_service_seventymm_raises_12_million_in_third_round/#comment-18827801</link><description>I think that Big Flix&amp;#39; move to do the online-offline is a great one-two combo, in terms of convenience. Online rental requires a lot of planning, and actually often more legwork. I&amp;#39;ve often picked up DVDs from my local store at the spur of the moment, on the way home from work - I just walked into the store, saw the DVDs that were on display and picked even a mediocre movie, just because I felt like watching *any* movie. On the other hand I&amp;#39;ve often lamented them not having an online catalog, which makes browsing and booking movies much easier. Big Flix&amp;#39; model fulfills both needs. &lt;br&gt;&lt;br&gt;Indeed, in the DVD rental wars (as they shall be known when we tell of them to our grandkids) I think that Big Flix will win. Read my post on why I think so: &lt;a href="http://www.moneyvidya.com/blog/?p=369" rel="nofollow"&gt;http://www.moneyvidya.com/blog/?p=369&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 22 Aug 2008 07:42:29 -0000</pubDate></item><item><title>Re: LiveJournal Steps Into India With Flash-Fiction Contest</title><link>http://paidcontent.disqus.com/livejournal_steps_into_india_with_flash_fiction_contest/#comment-18830690</link><description>I&amp;#39;m really not sure that their press release has been very well thought out. Their first prize is &amp;#39;Rs. 19999&amp;#39; - why not &amp;#39;Rs. 20000&amp;#39;? Clearly their not trying to get you to *buy* a product - their trying to *sell* you a prize! &lt;br&gt;&lt;br&gt;They also state that &amp;quot;Short-listed stories *may* also be featured in a book that LiveJournal *plans* to publish at *a later date*&amp;quot; - they&amp;#39;re not really committing to anything are they? :-)&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Tue, 12 Aug 2008 12:17:48 -0000</pubDate></item><item><title>Re: No iPhone Price War In India; Airtel Comes In At The Same Crazy Price</title><link>http://paidcontent.disqus.com/no_iphone_price_war_in_india_airtel_comes_in_at_the_same_crazy_price/#comment-18832232</link><description>The pricing is *hardly* unexpected - *everybody* knew that the iPhone was going to cost upwards of Rs. 30k - pretty much in line with global pricing. As for Vodafone and Airtel undercutting each other on price - again, it was never going to happen - Apple just wouldn&amp;#39;t allow it. &lt;br&gt;&lt;br&gt;While all the talk about the iPhone being the Nokia killer is in my opinion, rubbish, I do feel that the the Bangalore reader above is too far on the other extreme. While the population is small, I think that you&amp;#39;ll find a lot of middle managers / businessmen that currently have a Blackberry (but don&amp;#39;t *really* need it) moving to the iPhone. &lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 22 Aug 2008 06:21:26 -0000</pubDate></item><item><title>Re: Airtel Claims 0.26 Million mCommerce Subs; To Pilot Mobile Transaction Platform</title><link>http://paidcontent.disqus.com/airtel_claims_026_million_mcommerce_subs_to_pilot_mobile_transaction_platform/#comment-18832821</link><description>This really is quite exciting. I think what is required for this to really take off what I call a bread-and-butter partnership - such as one with the Delhi Metro. Users will immediately see the convenience of being able to purchase travel tickets using their mobile phone, rather than having to buy separate tokens / cards. Barclays in the UK has recently introduced a credit card that doubles up as an &amp;#39;Oyster card&amp;#39; - the contact-less card use to enter and exit the subway train terminals. If I understand the new initiative above - it&amp;#39;s a similar concept, except there isn&amp;#39;t a direct link between the customer&amp;#39;s bank account and the payment device - as is the case with Barclay&amp;#39;s Oystercard.&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com/blog" rel="nofollow"&gt;http://www.moneyvidya.com/blog&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Tue, 12 Aug 2008 05:14:54 -0000</pubDate></item><item><title>Re: Friendster Closes $20 Million Round; Focuses On Asia Now; New CEO</title><link>http://paidcontent.disqus.com/friendster_closes_20_million_round_focuses_on_asia_now_new_ceo_15/#comment-18832987</link><description>I think I first started really using social networks when I was in college - around 2004/2005 - and because Facebook was not yet &amp;#39;open&amp;#39; to Warwick University, i started with Hi5 and Friendster. As soon as Facebook became available, I switched, and so did most of my friends. This was because at that time, not very many people that I knew were on *any* social network - they hadn&amp;#39;t built up a network yet - and therefore didn&amp;#39;t find it difficult to switch.&lt;br&gt;&lt;br&gt;It makes sense, therefore for Friendster to look at penetrating markets that haven&amp;#39;t already been heavily exposed to social networking. Get people on board quickly, get them to commit to your app, and just hope that you can do it long enough before FB aggressively starts marketing itself.&lt;br&gt;&lt;br&gt;FB is however, a far, far superior platform, so I wonder if Friendster will be able to fight it off... everywhere I look in India, people are moving from Orkut to FB... and Orkut had been around here for a while...</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Wed, 06 Aug 2008 14:19:24 -0000</pubDate></item><item><title>Re: iPhone&amp;#39;s Indian Reception: Small But Enthusiastic</title><link>http://paidcontent.disqus.com/iphone39s_indian_reception_small_but_enthusiastic/#comment-18836637</link><description>Entrepreneurs? Really? These guys are either:&lt;br&gt;&lt;br&gt;1) Funded (Early stage, not seed Stage)&lt;br&gt;2) Second generation (established) businesses owners that fell into the &amp;#39;entrepreneur&amp;#39; category by mistake&lt;br&gt;&lt;br&gt;:-)&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Fri, 22 Aug 2008 13:45:01 -0000</pubDate></item><item><title>Re: 40% Rise In CPM In First Half , Need To Educate Market, Increase Net Spends: mKhoj</title><link>http://paidcontent.disqus.com/40_rise_in_cpm_in_first_half_need_to_educate_market_increase_net_spends_mkhoj/#comment-18842453</link><description>40-50% sound like very interesting numbers, but knowing the base from which we&amp;#39;re seeing these jumps would be even more interesting...&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;http;//www.moneyvidya.com/blog</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Wed, 13 Aug 2008 08:50:04 -0000</pubDate></item><item><title>Re: Web18 Launches Hindi News portal IBNKhabar.com</title><link>http://indianweb2.disqus.com/web18_launches_hindi_news_portal_ibnkhabarcom/#comment-19950452</link><description>&lt;a href="http://Patrika.com" rel="nofollow"&gt;Patrika.com&lt;/a&gt; is a new portal in the local language news segment. It has an interesting twist - in delivers news not by topic, but by region. It still has a long way to go, however. Check out my review here: &lt;a href="http://www.moneyvidya.com/blog/?p=371" rel="nofollow"&gt;http://www.moneyvidya.com/blog/?p=371&lt;/a&gt;&lt;br&gt;&lt;br&gt;Gatuam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Tue, 26 Aug 2008 03:23:57 -0000</pubDate></item><item><title>Re: Mikogo: Share your Screen Content over the Web</title><link>http://indianweb2.disqus.com/mikogo_share_your_screen_content_over_the_web/#comment-19950480</link><description>I wonder how Mikogo plans to compete with services such as DimDim - especially since the latter allows 20 users  - and doesn't even require a software download?&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@gmail.com" rel="nofollow"&gt;gautam.kshatriya@gmail.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com/blog" rel="nofollow"&gt;http://www.moneyvidya.com/blog&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Mon, 18 Aug 2008 07:06:03 -0000</pubDate></item><item><title>Re: BigAdda moves into Mobile Social Networking</title><link>http://indianweb2.disqus.com/bigadda_moves_into_mobile_social_networking/#comment-19950485</link><description>Does anybody have any numbers around the popularity of these various online social networks in India - i.e. number of users etc.? If you do, please drop me an email (below) - I'd really appreciate it!&lt;br&gt;&lt;br&gt;Gautam Kshatriya&lt;br&gt;&lt;a href="mailto:gautam.kshatriya@moneyvidya.com" rel="nofollow"&gt;gautam.kshatriya@moneyvidya.com&lt;/a&gt;&lt;br&gt;&lt;a href="http://www.moneyvidya.com" rel="nofollow"&gt;http://www.moneyvidya.com&lt;/a&gt;</description><dc:creator xmlns:dc="http://purl.org/dc/elements/1.1/">Gautam Kshatriya</dc:creator><pubDate>Thu, 28 Aug 2008 01:12:42 -0000</pubDate></item></channel></rss>