Comments on sandip sabharwal: DECOUPLING STAGE II

Interesting comments by everyone. Thanks for takin...

2011-08-17T14:15:37.554+05:30

Interesting comments by everyone. Thanks for taking out time to respond.

but in that reference, their ability on SCIENCE, R...

2011-08-14T17:17:07.617+05:30

but in that reference, their ability on SCIENCE, RESEARCH AND MILITARY POWER going play a very pivotal role. We have seen such negative scenario in past also during COLD WAR regime, JAPAN being pictured as a ECONOMIC GROWTH et al. But they all failed for one reason or the other or on one count or the other.

Even all these rating agencies, I am sure, might have their own agenda to pursue their clients' interest. As these are PROFESSIONAL PEOPLE, so ethics come next. As immediately on release of S&P Rating Report a errata of 2 trillion immediately noticed. This is not a play thing that such a high value lapses occur at this technically / mechanically advanced calculations systems.

Few things to keep in mind for long term Western...

2011-08-14T15:15:17.156+05:30

Few things to keep in mind for long term

Western economies are now dependent on growth on the respective governments more than they have been in the last decade - hence the ecosystem has become more interventionist

Increasing debt will surely hinder the ability to service it along with interventionist ways will make the business and economic cycles short and more volatile

Hence asset markets will be affected accordingly and thus generating cash through profits will always be a wise thing in next 2-3 years

Hi Sandeep Really very tactical analysis shows in...

2011-08-13T23:27:18.713+05:30

Hi Sandeep

Really very tactical analysis shows in-depth understanding and inferences of the overall economic scenario. This analysis could very well be use for PERSPECTIVE PLANNING vis-a-vis hype / negative impact being drawn by media and other so called FIN. WIZARDS

It is not that simple. World economies are interli...

2011-08-13T22:46:23.081+05:30

It is not that simple. World economies are interlinked. If consumption story would have been that great then real estate prices would have remained the same. But they did not. Prices decreased and then increased to go beyond 2007-high. The problem was so big that politicians and real-estate developers also could not manage it.
The same thing will happen in indian real-estate as it is happening in world's big economies. Slow/no appreciation in value.
This is just not specific to real estate. Important point is remittance and exports have very big impact on India's sustainability.

nice article,with great assumptions.but my ? is wh...

2011-08-13T14:12:49.252+05:30

nice article,with great assumptions.but my ? is where will investor get returns.consumption story is already in place , exports will be less. only growth will come from by giving cheap credits . explain where investor will benefit more in their investments?

great stuff. please keep it coming.

2011-08-11T20:27:20.373+05:30

great stuff. please keep it coming.