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The Wise Investor - June 2010 Newsletter From Sundaram BNP Paribas Asset Management

Tyler Durden's picture




 

Submitted by Sundaram BNP Paribas Asset Management

The Wise Investor - June 2010

 

 

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Sat, 06/26/2010 - 15:33 | 435558 AAA
AAA's picture

Good One

Sat, 06/26/2010 - 16:41 | 435626 Oh regional Indian
Oh regional Indian's picture

Wordy hocus-pocus.

The indian business mind simply does not possess the kind of homogeneity and boxed model representations that people like this like to paint on it.

India is a chaos market. Bigger is better. Inside information rules. The small investor has been the biggest loser in every Indian stock-crash.

 In addition, imagine knowing, as a large FII, that your every move is seen as a pre-cursor to a tightly coupled move in the market..... hmmmmm, it would take a collusion of two to completely rule the market. One take it up, one take it down.

It is a chaos retail market.

India is not an efficient capital nation. At all!

What is that saying, cannot white-wash a pig? Something like that. Go to it' sroots sand India is still a subsistence agriculture  nation at heart.

I hope the suits never get a chance to get their hands on them.

ORI

 

http://aadivaahan.wordpress.com

Sun, 06/27/2010 - 03:53 | 436178 Slumdog Millionaire
Slumdog Millionaire's picture

+1

Sun, 06/27/2010 - 21:24 | 437501 Fred Hayek
Fred Hayek's picture

I thought Mauldin's analysis of things in Europe, around page 20, was very good.

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