Category «Features»

Italy Is Not Spain – It’s Worse: Umesh Shanmugam

With Rajoy quietly gloating at his political fraud being off the front-pages thanks to Italian elections, it seems the more we dig into Italian reality, the weaker the story becomes. The meme of the last few years has been that “at least we’re not as bad as Greece” and rightly so, for as Bloomberg’s Niraj …

Budget 2013-14: An analysis from the environment-development perspective – CSE director-general Sunita Narain unpacks the Budget

Good news: increased allocation for agriculture, watershed development — but we need effective implementation The recognition that small and marginal farmers need investment in improved land productivity and water use is a critical component of the budget. In the past five years (2007-08 to 2011-12), the country has spent some Rs 7,000 crore (against a …

Just Watch 17 Points for Budget 2013 – Umesh Shanmugam

The economy The finance minister has already committed that the fiscal deficit for FY13 and FY14 will be 5.3% and 4.8% of GDP, respectively. A lower number will be welcomed by the markets, provided it is credible. For example, with the failure of the spectrum auction, it might be difficult for the finance minister to …

JLL: Why And Where Corporates Are Relocating Their Headquarters

Santhosh Kumar, CEO – Operations, Jones Lang LaSalle India A number of large corporates across the country have relocated or are in the process of relocating their headquarters to other areas. There are many reasons for this. · Expansion Needs One of the primary objectives behind companies relocating their headquarters today is the need to …

Gold Weakness Could Extend – Umesh Shanmugam

GOLD moved lower as expected, but because of a very sharp and aggressive sell-off we reworked the wave count. We are now tracking a three wave A)-B)-C) Elliott wave pattern from 1795 swing with wave C) underway, which appears incomplete as we need five waves down from 1696. As such, Elliott traders must be aware …

Is Environmental Stewardship the Answer to all our Woes? – Shayantani Mitra

“We stopped checking for monsters under our beds when we realized they were inside us.” Global warming, soil erosion, deforestation, environment degradation, population explosion, resource depletion. . Are all words which have very quickly made it to our vocabulary. Children around the world are ‘forced’ to learn and study about the environment today. Organizations- both governmental …

Positives & Negatives of this Week – Umesh Shyanmugam

Positive: 1) Germany’s business confidence climbed to a 10 month high of 107.4 in February 2) St. Louis Fed President said The Federal Reserve’s “very aggressive” easy money policy is going to stay that way for a “long time.” 3) Via bespoke, the 2 day selloff has 8 of the 10 S&P sectors back to …