tag:blogger.com,1999:blog-2872898677347992827.post3964699521717945094..comments2011-09-21T22:29:51.789+05:30The Happionaire™ Bloghttp://www.blogger.com/profile/10079557323057055152noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-2872898677347992827.post-71591182703264506362009-12-31T16:18:42.303+05:302009-12-31T16:18:42.303+05:30Wishing you a very happy new Year 2010 Yogeshji!<br /><br />I believe that the Americans will innovate a lot and build a good economy which will sort out their debts.<br /><br />Regarding real estate, i read a report in the Hindu newspaper that the real estate companies are hoping that 2010 will be good for them!!! They are hoping that people will buy without them reducing any of their prices.Strange!<br /><br /><br />I have subscribed to FAMS services and have got Nov.14 report your colleagues have prepared.<br /><br />VigneshAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-82893586721281456212009-12-31T14:38:14.532+05:302009-12-31T14:38:14.532+05:30Thanks Yogeshji.<br /><br />In short, I will have to be in gold and cash atleast till a global knee reaction starts.<br /><br />I will try and learn some trading with a small capital. This should be useful to make some more capital which i can use for investing long term when the real opportunity comes....<br /><br />I met a lot of informed guys who share your opinion on real estate..Devnoreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-62488375139427519862009-12-31T12:27:35.748+05:302009-12-31T12:27:35.748+05:30Dev - Not just the English media, but also Hindi and other regional languages. But just as a prudent financial investment, I am not sure how much sense it makes. If you run a political party or a large business house, the story might be different. <br /><br />At the moment I hold n o alternate energy company. I did in the past, but exited when I felt the hype was too much. <br /><br />Mohit - That has always happened and will continue to happen as markets rise. <br /><br />Vignesh - We shouldn&#39;t underestimate them. I agree and in the longer run they too will come out of it. They are good hard working people. But what do we do of the immediate trillions of dollars of debt due? <br /><br />Yogesh Chabria<br />HappionaireThe Happionaire™ Bloghttp://www.blogger.com/profile/10079557323057055152noreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-44300255331433301812009-12-30T16:47:51.005+05:302009-12-30T16:47:51.005+05:30Hi Yogeshji<br /> I dont think we should underestimate the resourcefulness and creative thinking of Americans.<br />They will rise up again with their hardwork and intelligence.<br />I feel that America will come out stronger from this crisin and more innovative.<br />VigneshAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-85061374444889325902009-12-29T00:44:46.159+05:302009-12-29T00:44:46.159+05:30i am just frustrated.. yesterday a LIC agent came to me and adviced to invest my money in some LIC plan that is ULIP/Market based and gave me an asurance to get my money dounled in next 4 years. Ha Ha .. only god can save India Public.. people have a lot of savings and now they have started to invest in the stock market based plans .. a lot of innocent money to come to stock market.. :)Mohit Singhalhttp://licagentnoida.comnoreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-68766377757907995752009-12-28T17:14:15.935+05:302009-12-28T17:14:15.935+05:30You the abstract personAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-11677829294462176752009-12-27T22:06:54.453+05:302009-12-27T22:06:54.453+05:30Yogeshji,<br /><br />Thanks for replying.<br />I know media will get financial and political support in our democracy. A nation which has more English speaking youngsters than Britain will have a strong media as it grows bigger. This is my view to get into them. <br /><br />Also what is your views on Alternate energy companies? Apart from organised retail and domestic consumption items will they be good enough considering the orders they are getting?<br />I am worried of their huge debts...Devnoreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-56518239164415832732009-12-27T16:21:08.108+05:302009-12-27T16:21:08.108+05:30Devji - Almost all media companies are going through the same fate - except of course, a few cash rich ones. The media business will always find buyers in the forms of large business houses and corporates willing to offer support. <br /><br />Nareshji - Very rightly said. However, in the short term we will see a few more nations going bankrupt, as the US will try and do everything to make sure the world doesn&#39;t&#39; move off the dollar. But in the long run, the inevitable is bound to happen. I am almost 100% invested in rupee or rupee linked assets. <br /><br />Bridgebhai - Climate change is just an excuse for US to shift focus from more immediate problems they face. Climate and environment can not be protected by soley giving money = it is our baic nature. Today we India&#39;s are most careful about climate, food, electricity and conscious. We don&#39;t need to be given billions for this. IT in India will survive as we ourselves as immense need for IT. Today no business can run without IT. It has become like food, clothing, water, phone, internet, finance, etc. for business. <br /><br />Sunilji - I can understand the difficulties. I remember how I used to travel in my early days to BSE in 2nd class of trains. More investors will come if they were to create wealth - not if timings were more or less. <br /><br />Samantji - Once again, I believe that good IT companies will find lots of opportunities here. Today if I have to make cars, set up a steel plant or a power plant - will I not need IT?<br /><br />Have fun and happy holidays!<br /><br />Yogesh Chabria<br />HappionaireThe Happionaire™ Bloghttp://www.blogger.com/profile/10079557323057055152noreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-63481677526217046702009-12-20T09:30:12.259+05:302009-12-20T09:30:12.259+05:30@Bride - Brother Good Question - this is what i have also been asking for sometime ...also its not just IT alone in India that is dependent on US : IT-BPO, Textiles, Gems &amp; Jewellery.. and other industries that support them in india..eg. Food processing, logistics etc..Samanthttp://www.blogger.com/profile/09167931596259741004noreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-15269195445651111962009-12-19T20:00:48.706+05:302009-12-19T20:00:48.706+05:30Yogeshji,<br /><br />I myself have been working in a Stock Broking Industry for past several years and I surely know how demanding this industry is. Things are not as easy as they look like from outside and now with the increase in trading hours life will only get more tough ... given the fact about the Infrastructure bottleneck in Mumbai city (especially Public transport) it will be a lot frustrating. I really feel sorry for those guys who stay in deep suburbs in mumbai and have their workplace located in TOWN.<br />Sebi says that they want to align Indian markets with international markets, now dont we all know that NSE wants to tapp in on the SGX Nifty voulme.Sunilhttp://www.blogger.com/profile/17572190995922922740noreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-57031433993125597672009-12-18T13:44:19.112+05:302009-12-18T13:44:19.112+05:30Dear Yogeshbhai,<br /><br />Naresh Pisharody commented on US - &quot;Their reserves in form of currency and commodities like oil, gold etc. comprises of only 300 Billion USD. &quot;. I want to add onto it. Yesterday they have shown interest to give 100 Billion $ to support Climate Change.<br /><br />Either the 300 B.USD figure is incorrect or the US has lost its mental (fiscal) balance.<br /><br />But Yogeshbhai, whatever you are writing in your blogs so far appeals me and makes sense. However, what I fear is that if US will go down, how India&#39;s economy will be unaffected. I fear that IT and ITES in India will be finished if US will collapse.<br /><br />Please Please comment on this.Bridgehttp://www.blogger.com/profile/12909479730650582830noreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-2916975989343195622009-12-18T12:49:48.063+05:302009-12-18T12:49:48.063+05:30Dear Yogeshji,<br />Within the next 12 months, the U.S. Treasury will have to refinance $2 trillion in short-term debt and about $1.5 trillion additional deficit. The US treasury will have to borrow about $3.5 trillion in only one year. That&#39;s like 30% of their GDP. Their reserves in form of currency and commodities like oil, gold etc. comprises of only 300 Billion USD. This means that US&#39;s creditors will be averse to their treasury bills and hence the dollar can further depreciate and allow the creditors to move to other avenues like Gold. Some thing our RBI has realised recently and which you have been ouspoken about for months now.Naresh Pisharodyhttp://www.blogger.com/profile/11205514632254445715noreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-2552370260261185242009-12-18T08:48:48.883+05:302009-12-18T08:48:48.883+05:30Luxury-Home Owners in U.S. Use ‘Short Sales’ as Defaults Rise <br /><br />http://www.bloomberg.com/apps/news?pid=20601087&amp;sid=aQED_96QBBkkrohithttp://www.blogger.com/profile/12031040250916705132noreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-23711995690809487902009-12-18T06:58:50.455+05:302009-12-18T06:58:50.455+05:30Yogesh,<br /><br />WHich is the media company (Wasting money.. )that you are referring to? Guys who celebrate their 10th anniversary or some one else? Or is it a general statement on Indian media?Devnoreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-53260273171768421022009-12-17T20:23:07.620+05:302009-12-17T20:23:07.620+05:30Hello ChabriaJi,<br />What I understand from the fellow happionire(not happionire) comments asking for when will the crash happen.. is that either they are greedy or they do not have patiance.... Unfortunately wealth creation is not favoring such mentalities..... So do as everyone feels.... it is your money, your chance.. your risk.... Coz it never makes sense (as you said in this post) to say that market will fall tomorrow and if you invest tomorrow you can make huge profit by next month.... Keep the senses open.... be logical... dont be greedy.... have patience... these can help us/you.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2872898677347992827.post-44612823609485291712009-12-17T16:32:01.165+05:302009-12-17T16:32:01.165+05:30Thanks for once again helping us not panic and guide us.rishinoreply@blogger.com