Geopolitical and Market Trend Analysis

Solving certain ecological crises Bengal might face

2010-08-10T21:08:00.000-07:00

This is a pattern I have noticed for 7-8 years occuring between the period July to November, during the monsoon period and also the post-monsoon period. It is TOO VAST a topic to cover right now, but here are some ongoing Crises and Solutions:

First let me point out to some Crisis Dates. These are Full Moon and New Moon dates , when there are maximum level of Tide incoming.

Note that it doesn't mean crises will occur especially on those dates.

MOST IMPORTANT POINT IS TO THROUGH MASS MEDIA , of which innovative measures can still be found, to reach the far-flung areas -ASK PEOPLE NOT TO PANIC.

Reason is: If people HAVE CONFIDENCE and DO NOT PANIC, HALF THE BATTLE IS WON.

These dates are :

August: 24th
September: 8th and 23rd
October: 7th and 22nd
November: 6th and 21st ( Note: these are probably "bhora kotal" dates)
December: 5th and, to some extent 21st

Of course, due to after-effect of Global Warming, there can be massive rainfall, and coupled with Tide surges, these can be devastating.

Solution: The embankments can be strengthened using innovative measures. Such innovative measures have to be cheap and, one can learn from primitive methods used. Let me give examples - Mud embankments strengthened with stone/rock boulder chips in between. This , as far as I know, increases the compaction factor.

I will give the solutions to the "bhora kotal", a special problem of Bengal.

And super-cyclone occurences, which are occuring throughout the world, in different names, called Hurricanes in North and South America, Typhoons in the South China Sea, and Hurricanes in the Bay of Bengal.

Learning from survivors of Leh

2010-08-10T20:51:00.000-07:00

One can study from the three survivors of Leh flash floods.

Of course, the survivors are traumatized after 2 days' buried beneath the debris. So, I am of firm conviction it is not at all a good idea to ask questions right now. They are right now so traumatized that it would be very difficult to get any rational, logical answers from them.

However, let me analyze a few things:

Labradors were used to retrieve the survivors. But as well as I can remember, there are other breeds of dogs, which I cannot remember, but are probably Golden Retrievers and Saint Bernard dogs. Saint Bernard dogs are of course, used in snow-clad areas of very high altitudes.

One good idea would be to use more of these dogs. Because animals have a sixth sense, which of course, has been found partially scientifically, and they can locate survivors far easily than mechanical devices.

Proper training, keeping the Labradors motivated throughout, and having an optimum amount of skilled canines, is of course a Disaster Management policy, that has to be exploresd, researched more thoroughly.

Solving the Mumbai Oil Spill

2010-08-10T20:37:00.000-07:00

Let me point out the problems and solutions to the Mumbai oil slick from a layman's point of view:

From Times of India report, it may take 6 to 8 months to remove the ship from the shallow bed on which it is lying. Solution: An Underwater ROV can be placed to keep a watch on what is happening in and around the ship.

Meanwhile MPT officials have sent in a team to pump out the oil. This is a very good move. Also pumping out oil won't take very long.

The oil slick has reached the shores. Solution: Mumbai authorities have taken right decision to ask people not to panic. One has to look at that Dale Carnegie's portion of "How to Stop Worrying" - tell the people, what is the worst that can happen. The answer is that in Reality, not really something disastrous.

How to solve the oil slick. Solution: Any oil slick will be maximum in the middle. So, the best thing would be to focus on the middle of the oil slick, which has the most concentration. One has to only study the flow of oil to understand this.

I'll be putting forward more on the Mumbai oil slick SOLUTIONS.

Solutions for Containing Mubai Oil Spill

2010-08-09T00:58:00.000-07:00

Got wonderful Audio-Visuals and Coverage from India Today regarding Oil Spill:
http://indiatoday.intoday.in/site/Story/108351/LATEST HEADLINE

VISUALS show a lot about the oil spill which is into the 3rd day due to Two Panamanian cargo ships colliding.

Here are my amateur oil spill threats and mitigation /solutions:

We see the cargo containing oil falling - 300 containers carrying oil have
tumbled into the water. SOLUTION :The sea floor bed is relatively shallow.
Those oil containers would be sitting on the sea floor. So, an ingenous solution may be - putting across a long line of plastic with depth of approximately 2 feet. Oil floats on water, and it would be difficult to cross the barrier.

If ship goes down, which it seems it would within a certain time. SOLUTION : Monitor damage to marine life from hazardous elements. Also, monitor chemical amounts ingested by fish. Because this fish might be consumed by humans.

Most important of all - people should be told not to panic. The methodology is given in my earlier postings.

Oil slick is 5 nautical miles in length. SOLUTION : Weather and tide patterns from a historic point of view have to be studied to come to an understanding WHICH WAY THE OIL SLICK WILL BE MOVING.

Solving Environmental Crises - Part 3

2010-08-08T21:31:00.001-07:00

This is Part 3 of my humble endeavour to give ideas in solving Global Environmental Catastrophes.
I gave some solutions with respect to the Leh Floods, the Pakistan deluge, the China mudslides and floods, and the Russian wildfires.

Now, here's turning to the Gulf Well Oil Spillage Crisis. Here are my ideas:

First and foremost, people have to be told through Public Broadcasting System not to panic, and to be told that it is a natural catastrophe over which Mankind has no hand. To be more precise, it is an Act of Nature.

Volunteers in cleaning up the oil spill can be given special incentive. This can be in the form of a contest. The person who cleans up the most oil-smattered ecological debris in a plastic bag gets the highest prize.

Research into oil-eating bacteria.

The plug is capped. So, this is a great thing. Since it has been capped on mid-July, there is little chance of more oil spilling.

Innovative sensors can be put to check on the cap. These can be pressure-sensors attached to the cap. Reason is : If the oil starts to surge up, the pressure-sensors can gauge any upcoming oil spill.

Residual oil spill can be tracked by looking at the thermohaline Gulf Stream convective ocean current. The way in which the oil will be moving can be tracked in advance.

I will be writing about 7-8 articles on Environmental Disaster Management if my Net connection stays o.k.

Mud Slide in China - how to solve it

2010-08-08T00:51:00.000-07:00

Just few minutes back, surfing the Net got this News from China about a massive mud slide and Flood in China:

"The death toll rose to at least 96 people on Sunday after massive landslides hit northwest China, state media reported.

About 2,000 more people are missing after the landslides, which were triggered by heavy rains, Xinhua news agency said.

The landslides occurred early Sunday morning after heavy rains started pummeling the area Saturday, authorities said."

How to solve it:

Afforestation
Chinese are very efficient in utilizing manpower. Step 1 can be very effectively carried out.
Using plastic bags filled with sand to contain the weak spots in the landslide zone.
Again as in last posting, building dams in upper catchment area.

Step 4 is for solving the flood problems.

Solutions for the Global Environmental Catastrophes

2010-08-07T20:25:00.000-07:00

Since we all live and move within a certain location radius, it is not possible for us to see a Global Environmental Catastrophe.

Here are a few Solutions for the Global Environmental Catastrophes occurring throughout the world:

1. Forest fires around Moscow causing widespread smog. Solutions: The Nuclear Plant has to be saved at first priority. A ditch can be built around the Nuclear Plant constantly filled with Foam, the only thing that resists Fires. Foam is far better than Fire.

2. Leh Floods in India. A good idea would be to construct a Preventionary Dam, with a Diversionary Canal upstream from where the water came.

3. Pakistan Floods. The same idea as in the Leh Floods. Build upstream Dams to divert water in case of Flash floods.

4. Hurricane Season in U.S.A. and other countries. Good thing would be to identify spots where Hurricanes originate. A Plot Graph of locations where Hurricanes have originated. If this can be done, one can look at the root of the problem.

My Understanding of Islam - part 3

2010-07-20T00:51:00.000-07:00

This is part 3 of my understanding of Islam. And may I say,to understand Islam, as with all Religions, one needs to not only intellectually , in a prosaic manner Read through the vast lietrature of the Holy Koran and its many associated works, but interact with Muslims.

And it is through this INTERACTION with my 3 close Muslim friends, as well as students who happened to adhere to the faith of Islam, as well as numerous Muslim acquaintances with whom I had chit-chatted on the roads of Calcutta mainly, that I came to an understanding of this Religion.

All with whom I have interacted are mainstream and follow the middle path.
But let me share with you what all have in COMMON: FAITH. DEEP FAITH.

The other traits which I have noticed are:

HONESTY. Almost none have shown to be dishonest. And I was especially astounded at the level of honesty found among the poorer sections of the Muslims. Where does this honesty come from, I wondered, using my brains. But, the answer lay somewhere else, the Honesty comes from the Faith itself.

BRAVERY. When accosted with wierd problems out of a property dispute which is ongoing, the first person I approached was Muslim by faith. In the U.S. of A, the first person who risked his car to teach me driving was a Muslim.

FRIENDSHIP. If you look at my second para, you'll understand that my Friendship with Muslims have stood the test of time. Not only that, even 4-5 hours of friendship, say, on a travelling train, where I can put my luggage in peace, and disembark on a station to buy some poori-luchi, stands the test.

Muslims that I have known, in ONE SIMPLE PHRASE -

NEVER BACKSTABBED ME.

......to be continued

My Understanding of Islam - part 2

2010-07-17T12:04:00.001-07:00

My appreciation of Islam grew when I specialized in studying its one aspect - the DEPTH OF THE HOLY KURAN'S LOVE OF NATURE.

That was part of my last posting, but there are so many things unsaid. Like the Prophet's primary dictate regarding the absolute abolition of cutting of trees. His respect for the BASIC ELEMENTS OF NATURE, in which lies the foundations of ECO-CONSERVATION.

Most interesting, I found the Prophet Muhammad's classification of animals. I will dwell upon this later.

Now, comes a STARTLING FACT I DISCOVERED IN ISLAM. And this idea was also formed after my strong interactions with 3 of my very close Muslim friends.

This was the CONCEPT OF SOCIALISM & BROTHERHOOD INHERENT IN ISLAM.

Take a look at the Holy Gatherings. The orderly praying. And after that, the giving away of alms to the needy. This is done after special Holy festivities, too.

Most important is the feeling of Brotherhood, that of All People Being EQUAL, the FEELING during the Mass Prayer. I thought to myself - If the FEELING (Dil Se) OF EQUALITY is absent in other political -isms (Note: Not Religious -isms), what is the point in pushing forward such an agenda.

I will dwell more on this FEELING AND ACTUAL EQUAL DISTRIBUTION OF WEALTH UNDER ISLAM in some of my later writings.

My understanding of Islam - part 1

2010-07-15T03:01:00.000-07:00

The purpose of this post is to dispel certain misgivings / rumours I have been hearing about me
lately. First let me clarify one thing - I AM HINDU , but regard all religions with respect, and
am a man in search of God.

Post- 9/11 , like MOST people around the world, I began interested in understanding Islam.
Of course, before 9/11, I had 3 VERY CLOSE Muslim friends. I also had some other friends of
Islamic faith, but they were mere acquaintances. Now, with 2 of my Muslim friends, I used to have HOURS AND HOURS of philosophical discussions, and sometimes they used to touch Religion.

So, I had a tentative, HEART-FELT, INTUITIVE UNDERSTANDING of Islam before 9/11.
9/11 shocked me, as it did every human being. And, being the curious creature that I am - like Muezza the Cat, I began delving into the Net about Islam.

My anger slowly dissipated over years as I began to see the surface beneath the depth of a great Religion.

HOURS AND HOURS I spent trying to understand Islam. At the point of time that I am, I have
reached certain conclusions -

Islam respects Nature. In fact, the Holy Koran is rightly called the Book of Nature. One can see
a wonderful movie called "Muhammad, Messenger of Allah" directed by Moustapha Akkad, to come to a
basic understanding of the message of the Prophet Mohammad. In true Islamic tradition, the
Prophet is not shown. Anyway, a cursory viewing of the film reveals the deep love theProphet
Mohammed had for Nature. In this movie is shown the Prophet Mohammed's doctrines underlying his PROHIBITTING CUTTING OF TREES. As also, is shown how his life is saved by Qaswa, his devoted Camel, as also, a spider, doves, the elements of Nature like the DESERT itself.

Searching the Net, one can find wonderful stories about Muezza the Cat. Almost every Muslim knows about the stories of Muezza. This love of the ordinary Cat is extended to all the Big Cats.

It took me hours of research to understand that Islam respects Nature to the extent that ALL
ENVIRONMENTALISTS AND WILD-LIFE ENTHUSIASTS LIKE ME, can learn a lot from Islam.

My take on Paul the Octopus

2010-07-11T08:07:00.000-07:00

After my favourite team Germany, of which I was a supporter since 1986, lost - I really am stupefied about this Paul the Octopus.

Obviously, Paul is a FAR BETTER PREDICTOR/MARINE NOSTRADAMUS or whatever than I am, there is no doubt.

Anyway, logically speaking, I can only say these things -

Such predictions have a "mass psychology" effect on the whole team. These are the psychological pressure points :

An entire country's population watching the team.
11 players , after winning 5 games, TOTALLY IS UNDER INDUCED FAILURE SUGGESTION - that they are going to lose.
FIFA World Cup is about STRATEGY more than dribbling the ball around. How can the Coach cool-headedly draw up a strategy beforehand.
Within the fastest game on earth , forgetting jal-alai, COACHES DYNAMICALLY CHANGE STRATEGIES. With the spectre of Paul hanging on their heads, obviously the Coach can't concentrate. And draw up better plans to counter the offense via more off-side traps, more man-to-man marking, whether to allocate 1 or 2 "sweepers" -the genius concept created by Franz Beckenbauer, whether to switch attack from the left flank to the right flank, whether to initiate attack from the classic midfield position, whether to give very long passes to - say 1 to 3 passes to give the ball to the right person to get a shot at the goal, whether when you are down by one goal - to focus how much on defence and so on and so forth.

I wouldn't eat this Paul the Octopus, the famed Cephalod, neither would I carry out ridiculous experiments on it, but let it loose back into the ocean where it belongs.

Severe Weather Predictions for Bengal for next 5 months

2010-07-04T05:26:00.000-07:00

Based on certain parameters, most of which are attributable to Global Warming, one can predict severe Floods, post-Flood problems, Tidal Surges and Cyclones :

This whole summer, as also the weather uptil now, has seen a SUSTAINED LONG TIME of higher than normal temperatures over the whole of Bay of Bengal. I am quite sure it is beyond the realm of weather satellites to cover this whole humongous water stretch. Now, what happens due to this whole mass of WARM water body ? It acts as an ENGINE . An ENGINE for CYCLONES to SUPERCYCLONES, as well as sudden FLOODS due to local INTENSE DEPRESSIONS.
SEVERE FLOODS , caused due to many factors coming together, like heavy rainfall in upper catchment areas + elevated river bed due to silting + many other factors , which I will talk about later. These will flood extensive areas of sub-Gangetic West Bengal as also other states.
TIDAL SURGES , like the bhora kotals to others, would add to the FLOODS AND/OR CYCLONIC RAINFALL EFFECT, to overcome the bundhs and embankments and cause FLOODING.
SUPERCYCLONES, like AILA of the past year. Statistically speaking, it is highly probable that at least one of such INTENSITY would hit sub-Gangetic Bengal. There is also a medium to high probability that 2 such SUPERCYCLONES could hit sub-Gangetic Bengal. The MULTIPLE EFFECTS, of course, are left to one's imagination.

As in the past year, of course, such SEVERE WEATHER WARNING would be for next 4 to 5 months.

Geopolitical Factors that might affect the Asian Markets

2010-05-22T00:15:00.000-07:00

I am leaving the Middle-East to the Indian sub-continent in this scenario.

There's massive problem in the South-East Asian Theatre and the Far East.

South East Asian Theatre:

1. Thailand. Great Instability. What with the Red Shirts infuriated, there is bound to be further backlashes.

2. Burma. There was a chance for democracy. It has failed, and situation will deteriorate.

Far East Theatre:

Horrible things have been discovered. Covert torpedoing of a South Korean ship, breaking all international rules. No warning issued, no notification given that the S.Korean ship had accidentally strayed into N.Korea's maritime waters. Loss of 40+ lives.

Japan, S.Korea, Taiwan are , obviously on standby. With the heavily protected DMZ of S.Korea manned by UN troops also, there is little chance of success by the N. Korean regular troops to launch a full-scale offensive.

But the threat of missiles remains.

It is good that the international community is exploring diplomatic options.

But all this instability may affect the Far East and South East markets.

WHO WANTS TO MURDER ME ?

2010-05-21T06:35:00.000-07:00

Citizens of the World, do read this post very rationally. It is posted to MAXIMIZE my chances of survival.

In the event of my death, be it appearing natural or accidental, I want a DETAILED AUTOPSY to be carried out. And do remember, I AM NOT THE TYPE TO COMMIT SUICIDE. We Dutta-Roys FIGHT TO THE LAST, and within the last century, none has committed suicide.

Do not cremate me for upto 14 days. The TRUTH behind my murder should be clear by then.

The reason is, if I die, that is an ACT OF MURDER.

All I can figure out is that the suspects would be, at the most 2 to 5 people.
I am fearful for my life for the following reasons:

1. Primarily, there have been 4-5 murder attempts on me. Since a property dispute was going on, I could not figure out the truth. There was temporary lapse of rational thinking.

2. Extremely sophisticated military espionage gadgets were used by civilians to murder me. These have to be found out.

3. Audio-visuals of what was going on inside my room have been beamed to many places deliberately, in a highly sophisticated manner for the period of 14 months, to create immense psychological trauma.

First and foremost, I would like to point out I do not belong to any political party. I would not like any party to take advantage of my death.

Though Hindu by birth, I have the utmost respect for all Religions, and have friends belonging to every Religion. I do not want any people, belonging to any Religion, to take advantage of my murder.

There are a few people who have a personal vendetta against me. But even their motives should be examined very carefully to come to the TRUTH.

This post is auto-forwarded to Advocates, whom I have met, a few professionals, as well as a few friends who know of what is happening for the past 2 years. With regard to the highly surveillance and sophisticated military gadgets used by civilians against me, citizens in my neighbourhood may have some idea.

The AUTOPSY should be carried out jointly by the C.B.I., C.I.D., as well as some Indian Army Military experts.

To MAXIMIZE my CHANCES of survival, I am desirous of joining a Media Organization. Of course, I'm afraid to undertake the journey.

God give me Courage.

SOMETHING THAT THE PERSON(S) WHO WANTS TO MURDER ME SHOULD KEEP IN MIND :

YOU WILL NOT HAVE THE COURAGE TO FACE DEATH. AND YOUR TRIAL WILL TAKE
SUFFICIENTLY LONG TIME.

SO, IF ANYONE KNOWS WHOEVER IT IS BEHIND THE
HEINOUS CRIMES COMMITTED AGAINST ME IN THE PAST 1 YEAR, TALK TO ME.

Root Cause of being Anti-Establishment

2010-05-19T12:50:00.000-07:00

The root cause of being Anti-Establishment lies in the Mind.
It does not depend on one's Bank Balance or Total Assets.
I've seen , in India, as well as many other countries, quite rich people (say assets with$5 million) being severely anti-Establishment. Studying these people, I've found it's some die-hard things that they Believe in. It is also, in SOME MINOR CASES, FRUSTRATION. AT NOT REACHING THE SUPER-RICH BRACKET (VHNWI).
The super-rich (VHNWI) are never anti-Establishment. I guess, that's because they just have to be pro-Establishment, to maintain their Brand Equity. What they have achieved through hard work. Example is Bill Gates, he's slipping from his No. 1 position, and that is not his concern. His concern is that people still maintain Faith in Windows and what Microsoft has to offer. Same happened in case of Steve Jobbs, and will probably happen in case of Google's founders.
Meanwhile the middle-class and the poor are a study in contrast.
Let me look at India.
I myself, a middle-class Indian, am pro-Establishment in 90% of things. Though my earnings have really fallen the last 1 year. Still, it's my bent of mind. I like the Capitalist system. I like a Socialist State trying hard, very hard, to embrace a DUAL SYSTEM, trying to balance out Industrialization, at the same time trying to solve the problem of its Rural poor.
I said 90% pro-Establishment.
I'm 10% anti-Establisment in case of Environmental and Wildlife Issues. To a medium degree, because of what I believe in.
With respect to the vast poor people in India, frustration is the root cause of anti-Establishment.
But at the same time I have found some amazing cases of poor people who are pro-Establishment.
Trying to understand the root cause of Anti-Establishment is a very, very difficult thing.
Because it lies in the Mind.
And the Mind itself is mind-boggling ;-)

Revolutionary Project to SAVE South China Tiger

2010-05-14T06:30:00.000-07:00

Way back in 2005 or something, I saw a Documentary in the National Geographic channel regarding a REVOLUTIONARY Project to save the South China Tiger.

The basic idea was that there were regions in Africa - Ecosystems, basically, that would sustain and increase the almost extinct in the wild South China Tiger.

It's an extremely detailed Project done by a handful of individuals.

If you are REALLY INTERESTED in saving the tiger, all you have to do is go to their website (which I rediscovered today thanks to Al-Jazeera) :

http://english.savechinastigers.org

It's a model worth studying, believe me.

Some conclusions I've reached

2010-05-11T10:31:00.001-07:00

While looking at Global Events ( be it Geopolitics, Current Affairs, Psephology, Defense Analysis, Global Warming, Environmental Crises) most of us always predict the Future from 2 completely polarized, opposite angles:

1. Scientific / Tech Angle. This is , as in modern times, highly specialized. To be quite precise, super-specialized. Whole Governments/Countries depend on this method only.

2. Religion.

Now, could there be a Middle Way to take into account all Religions.....comprising the empirical knowledge/analyses that were after all developed through thousands of years

AND

a Generalized Scientific/Tech approach based on mathematical calculations that really do not require much more than a pocket calculator ?

If you are skeptical, let me give you some examples -

In Business, the richest people made money, say from the stock market and other speculative means, using not much sophisticated Maths. Of course, they spent hours making those calculations.

In Technology, such as I.T., the richest people made money following an uncanny trend to guess in which direction technology would go. Example - Bill Gates figuring out Windows being the future and grabbing the license for DOS from IBM, and then picking up the WIMPs template from Apple.

In War, the greatest generals did not pass out from Colleges. Examples - Napoleon, Stalin, Hitler, Mao, George Washington and so many others. And none of them were specialized and had formal war training. It was the Strategy that mattered.

Environmental Issues...Al Gore made startling revelations that surpassed many specialized scientists.

BBC exit polls totally accurate

2010-05-10T06:38:00.000-07:00

I was surprised at the accuracy level of the exit polls conducted by BBC and 2 other organizations.

Watched thru' a part of the program and part on the Net, it was amazing.

Another interesting thing happening in the European Union is how its tackling its financial crisis. I'm sure it EU will overcome.

Conservatives may scrape through

2010-05-06T16:44:00.000-07:00

3 results gone to Labour Party.
Now, I have done not even 1 percent the usual psephological analysis I do, but it seems Consevatives may scrape through.

Reasons:

1. > 50% were dissatisfied with the unemployment factor......that's one of the number 1 or munber 2 reasons that count in elections. Number 2 could be security/law and order situation in aparticular country/state. In case of UK, that is not much of a factor, though.
2. 3 results declared show Labour Party winning, but much greater "swing factor" in favor of Conservatives.
3.Would the Lib Dems cut into the Labour Party vote bank ? Since both have a lot in common, so there would be vote division. Advantage Conservatives.

Uh oh...I again took a sneak peak ....9 results declared, Conservatives 0.
But swing factor is +4% in favor of Conservatives.....still hold they'll probably scrape thru' , as others' swing factors show negative.

South East Asia Domino Effect revisited

2010-04-28T10:57:00.000-07:00

Decades ago, decision makers were obsessed about the "Domino Effect" in South East Asia.
But could it be that this time their attention is elsewhere (it is only natural).

Note: I am differentiating this theater from the Middle East, and taking the liberty of adding the Indian sub-continent.

Now that everybody os obsessed with the Middlle East and elsewhere, are we missing a "Domino Effect" of INSTABILITY creeping in ?

Take a look at the events occurring in Myanmar, Thailand, parts of Indonesia, parts of Phillipines, recent Kampuchea border incidents...and add-in India and Pakistan. Though Thailand's a pro-democracy movement, still the crux of the matter is - greater chaos.

The Indian sub-continent is suffering a lot from chaotic elements destabilizing a huge, populous region.

If we take this Theatre as one, it has several common characteristics and I can FOLLOW A LOGICAL PATTERN:

All the countries have been mainly non-aligned ....remember the many non-aligned movement.
All the countries are RAPIDLY changing alignments to certain powers, sometimes 2 powers with different ideologies.
This is resulting in a mini "Clash of the Sub-Civilizations" within this Geopolitical Theatre.
Most conflicts are in the nature of Intra-country conflicts, or Civil Wars.
There is a frightening potential of a "Domino Effect" being triggered by a Totalitarian Regime.

Sinking of New Moore Island a pointer to Global Warming's Effects

2010-03-29T11:54:00.000-07:00

I remember, while a kid in Class 8, sometime in 1979, I guess, listening to my Geography teacher, highly erudite vis a vis the border dispute arising from the appearance of an island....It was called the New Moore Island. The rate at which it was growing led many to discuss heatedly whom it belonged to - India or Bangladesh.

Well, seems like Nature had the final say.

Now, New Moore Island has been swallowed by the transgressive sea, just as Digha and other sea towns are being...

Well, check out some stuff from Rave and Rant by Eugence:
"Many of the people on this site are demanding evidence that Climate Change is
happening. After all it is still cold in the winter.

For the people in low lying islands there is little dispute. They can see
their homes disappearing a little more each year. There are many island
nations like the Maldives, Tuvalu, and Kiribati where the highest point in
the nations range from six to fifteen feet. These islanders are looking for
new homes.

This year an island in the Bay of Bengal disappeared below the waves, ending
a territorial dispute between India and Bangladeshi. The Bay of Bengal
island, which India called New Moore Island and Bangladesh referred to as
South Talpatti, has ceased to exist.

This island was uninhabited and had no structures on it, but used to be 1.3
miles long and 1.1 miles wide and was 6 feet above sea level in 1990."

Foggiest Republic Day in India pointer to climate change

2010-01-25T21:28:00.000-08:00

This year witnessed probably the foggiest day in Delhi marring the Republic Day celebrations. And this is a pointer of things to come, courtesy the worldwide climatic deviations due to Global Warming.

Well, this winter only, we witnessed the longest chill period. Considering the extremely low mean maximum temperatures, as also the very small mean difference between maximum and minimum temperatures, IT WAS THE MOST UNUSUAL COLD WAVE.

As to the summer extremes and whether the Himalayan Glaciers are facing extinction, only time will tell.

Coming back to the fog..........
I think we would be seeing a gradual increase year by year to more and more FOG-LADEN WEATHER, affecting TRANSPORTATION, such as Railways, Airlines and Roadway Communications of India. I pointed to the 4-5 reasons behind this phenomenon in one of my blogs.

The Railways were very unfortunately hit by this prolonged fog, resulting in quite a number of unprecedented accidents.

There could be a solution to this that could be researched - usage of YELLOW FOG LIGHTS that would have a GREATER RANGE in visualizing the train track lengths.

Mother's Ill Health Cause for Longest Break from Blogging

2010-01-24T03:59:00.000-08:00

This is about the longest break from blogging.

It's due to my mother's severe ill-health. As you all know, she was hospitalized with Life-Threatening Deep Vein Thrombosis, and had suffered a series of multiple small subacute infarcts due to mini-strokes.
Recovery is taking a long time, and it is heart-rendering to see the detrioration in her gait. She is slowly recovering.

This came as quite a severe shock to the whole family, and my father as also me are also under quite a lot of physical and emotional distress.

However, I will soon resume Blogging.

German and EU Elections

2009-10-01T18:28:00.000-07:00

I have this personal theory about psephology. (Election Prediction Outcome).

When a country / set of countries does well economically for a sustained period, the centre-right parties do well.

When that country , due to some reason, is doing bad on an economic front, the people would vote centre-left.

This is because, rising unemployment and other issues would lead the people to make a change towards a system that would provide them witha "safety bracket".

So, take a look at the German and EU Elections.

Because Europe is relatively doing good compared to other countries,

in Germany the centre-right CDU/CSU party led by Merkel won.

Same happened in the case of the European Union. The elections were won by the right of centre European People's Party (EPP).

In case of the U.S., drastic economic downturn caused the Democrats to overturn the Republicans. People were looking for "safety brackets" with respect to jobs.

India is the most complicated , and here, IMHO, the rural economy not deteriorating caused the centrist Congress party to win.

Our Deltas are Sinking

2009-09-23T14:03:00.000-07:00

I was aghast at seeing the Ganges' water level at a recent visit to the Botanical Gardens. The flood waters were barely 2 feet from the railings.

Anyway.....Yet another factor why there is more flooding - due to lesser replenishment of sediments, the Deltas are sinking.

The various Dams that have been built across the Ganges and its tributaries come into mind. Ganges - well, the Tehri Dam. As to its tributaries, so many...starting from the Yamuna, Kosi and even the Tista.

Looking at a News Source : BBC . Reporting by R. Black

"Damming and diverting rivers means that much less sediment now reaches many delta areas, while extraction of gas and groundwater also lowers the land.
Rivers affected include the Colorado, Nile, Pearl, Rhone and Yangtze.
About half a billion people live in these regions, the researchers note in the journal Nature Geoscience.
They calculate that 85% of major deltas have seen severe flooding in recent years, and that the area of land vulnerable to flooding will increase by about 50% in the next 40 years as land sinks and climate change causes sea levels to rise"

The recently concluded Japanese Elections

2009-09-16T11:30:00.000-07:00

The Democratic Party having come to power signals quite a change in Fiscal Policy, I would presume.

So often we forget that after all Japan still is the world's 2nd largest economy.

With strategically placed very healthy amount of Forex, Bullion, Reserves.

A harmless vortex, but..

2009-09-11T12:09:00.000-07:00

Take a look at a longitudinal vortex appearing really harmless at about 10 degrees north and 90 degrees east. South of Andaman Nicobar.

I would say it is rather harmless.

But such complex is Nature to predict.

Given a warm stretch of water in the Bay of Bengal where it can derive its energy + the already vortex formation (which is in another Sat Image of Kalpana-1 showing wind directions) + no barriers of opposing low prssure troughs....who knows, even this harmless vortex might bring in considerable rain.

Life Will find a Way - that Famous Quote

2009-09-10T02:08:00.000-07:00

Time and Time again I console myself with that famous quote from Jurassic Park - "Life Will find a Way".

At least one thing is CERTAIN - that increasingly Planet Earth is moving towards a more chaotic future courtesy the following -

Over Population. Type in Human Biomass and you'll come up with some amazing facts and figures.
Global Warming
Effects of Global Warming - Hurricanes, Severe Drought, Sudden Floods, Desertification, Drop in Water Table level, Transgression of Seas,
Global Conflict
Reduction in Biodiversity
Pandemics like H1N1, H5N1

But still, I believe in that phrase - "Life will find a Way".

So, here I quote from a certain Dr. Deb Brown -
"My 96-year-old grandmother is a vibrant, sharp-minded woman who spent most of her life gardening in her large backyard in Massachusetts, and her significant contributions to the American Hosta Society have earned her over 2,500 results if you Google her name.
Many spiritual Teachings tell us that we can learn all we need to know just from observing nature. So I asked my grandmother several years ago what she learned from a lifetime of gardening. She thoughtfully considered the question for a moment and then responded with a twinkle in her eye, “Life will find a way. The crocus will come up through the snow. The grass will grow between the cracks in the sidewalk. The plant that you think is dying will suddenly thrive. Life will find a way.”
I’ve thought of her words many times over the years, particularly when times are so dark that I can’t turn on the T.V. or the radio without hearing about death, conflict, and destruction. I breathe, and I remind myself that life will find a way."

And folks, incidentally, from now on, my Original Analysis / Original Writing / My Take will be appearing in Blue.

And I'm thinking of putting all my Blogs into this one only. Save 2 or 3 specialized ones.

Bengal Flood Prediction Comes True

2009-09-09T01:18:00.000-07:00

I will continue to issue warnings regarding Flood Advisories, H1N1 & Bird Flu Cautions, Potential Tidal Surges, Drought Situations, Transgression of Seas & Mitigation Methods, other Global Warming Related Severe Side Effects, etc. so that the Government can take proper steps. I know that the Government faces a tough task having to rely on various media channels.

Do Note my Flood Advisory made on September 5. And do read in details the observations made. Of course, sliding the Kalpana 1 Satellite Dynamic pics Timer from the default 95 to 1000 milliseconds I noticed the DRAMATIC VORTEX FORMATION.

I rely heavily on the Indian Meteorological Department's website for the case of India. The Site's real good.

Do check out the following news :

Villagers were caught unawares after the DVC released water from the Maithon and Panchet dams, following heavy rainfall in Jharkhand and parts of Bihar.
The rising water levels are causing floods in different areas of Burdwan, Bankura, Hooghly, Howrah and East and West Medinipur Districts.
Consequently, over 200,000 people have been rendered homeless in about 150 villages.
“Water rose suddenly yesterday at around 9 in the night. Our homes have been inundated. We are forced to spend the day on the river dam, which is higher” said Runa Doloi, a resident of Singpur village.
Among the worst affected villages are Singhpur, Ramchak, Chawli, Mansukha, Khansbar, Ranichak, Ramchandrapur which have been submerged by the floods.
Over the past forty-eight hours 100 thousand cusecs"

Good reporting was also done in a local News Channel named Channel 10. I found they gave very up-to-date prompt reports.

IT'S A CHAIN-REACTION.

Low pressure increases storm surge.
Add the tidal surge.
The strong vortex was going to suck up a lot of water and there was going to be heavy rainfall in Gangetic West Bengal.
The sub-cyclonic formation was of enough width to carry it forward and deposit rain in the upper catchment areas.
The reservoirs have to release water.
The water raises the water-level at the lower Ganga Plains tributaries flowing into Hooghly, as well as those draining thru' the Sunderbans.
The water due to moderate rain in Burdwan, Bankura, Hooghly, Howrah and probably even Midnapur and 24 Parganas next cannot go out due to the risen up water level.

Making Money from Gold , Silver Easier than Stocks

2009-09-07T04:10:00.001-07:00

Above are snapshots of 2 softwares from the same company.

One, as you can see is buying and selling of stocks. Other is Gold.
As is evident, it's far easier buying/selling/place alert/put hold on Gold and Silver Buying.
Also, I heard, a few people have made a fortune from selling off their Gold held in Certificates.

But, yet we hesitate in Bullion and go for Stocks.

Is this another example of the "mass psychology" effect ?
The trading is probably governed by a long-standing tradition, as well as our ego.

Flood Advisory for the Bengal Coast

2009-09-05T07:23:00.000-07:00

I did the following as a Project to see that a vortex formation of a Low-Pressure (Cyclonic) Disturbance was clearly there from 4th September 1 a.m. (01:00 IST).
I found this vortex growing steadily from 01:00 IST 4 September 2009.

Courtesy the Kalpana Satellite Pics.

Well, go to the Indian Meteorological Department Site:
http://www.imd.gov.in/section/satmet/img/sanew.htm

Here you have the dynamic satellite pics from the Kalpana-1

Satellite , Asia Mercator Projection. It's an ANIMATION. With sliced Sat Pics.

Make the Pause at 1000 Milliseconds. (the default is set at 95). Fill in 1000 to observe the Vortex Formation clearly.

Now observe closely.

You'll SEE the vortex formation.

It has the potential of a moderately heavy cyclone.

Now add the constant drizzling rain in the upper catchment area adding to the Hoogly and distributaries' water volume.

Also add 4 more Factors:

1. The Full Moon Tide Effect. 4 September was Full Moon.
2. Storm Surge Effect due to low pressure.
3. The Funnel shaped Bay of Bengal, resulting in the combined Full Moon Tide Effect & Lo-Pressure Surge Effect. Obviously experts must have made measurements with
Reynold's Number and what not in the different sub-channels.
4. The embankments that may be in bad shape.

One has to keep watch on potentially devastating floods

Innovative Telecom Scheme by a Major Player

2009-09-01T23:14:00.001-07:00

Do take a good look at the INNOVATIVE schemes launched by a major Telecom Giant in India.

Source - Times of India Group:

"NEW DELHI: Telecom major Tata Indicom on Tuesday launched a 'pay per call' plan for its pre-paid subscribers, in which subscribers will have to
pay fixed charge on a per-call basis both for local and STD usage, regardless of the call duration.

"Our pre-paid subscribers will pay a fixed charge of Re 1 per local call and Rs 3 for STD calls for unlimited duration, said MD of Tata Teleservices Anil Sardana while launching the new tariff system. Tata Indicom operates CDMA-based mobile services in the country and has a customer base of 40 million subscribers.

The new tariff system, which will intensify the rate war, is valid on all calls made by Tata Indicom subscribers to "any mobile phone or landline connection on any network", said a statement issued by Tata. The new offer has also cut SMS charges to 50 paise per SMS for both local and national messages. "

My take -

This scheme will immediately draw a huge subscriber base towards the Tata Group.

My analysis is that younger people talk for hours on the phone, especially teenagers, young adults and women. So, now, with India having a HUGE YOUNG POPULATION, this is a very smart move. A huge chunk of the population will want to pay just Re. 1 for , say, 20 minutes of call.

A Gallup poll/statistical analysis will definitely reveal the actual figures for the URBAN areas.

Very smart business move.

Of course, I think, the other telecom giants also will see the wisdom and start similar schemes.

My Hurricane Bill Predictions - Part 6

2009-08-22T19:42:00.000-07:00

As of 8 pm EDT, Hurricane Bill has weakened to a Category 1. Current max. sustained wind speed 85 mph. Expected to pass offshore of New England.

A Category 1 Hurricane has the following damaging potential - "Some damage to building structures could occur, primarily to unanchored mobile homes (mainly pre-1994 construction). Some damage is likely to poorly constructed signs. Loose outdoor items will become projectiles, causing additional damage."

Internal assessment of Hurricane Bill (National Hurricane Center) reveals -

"BILL IS EXPECTED TO MAINTAIN ITS STRENGTH FOR THE NEXT SEVERAL HOURS BUT WITH COLD WATERS AHEAD...A GRADUAL WEAKENING SHOULD BEGIN TONIGHT. BILL SHOULD BE FULLY EXTRATROPICAL IN ABOUT 48 HOURS AFTER THE CENTER PASSES NEAR OR OVER NEWFOUNDLAND.
......
LARGE SWELLS GENERATED BY BILL ARE STILL AFFECTING THE EAST COAST OF
THE UNITED STATES. THESE SWELLS WILL CONTINUE TO SPREAD NORTHWARD
TONIGHT AND SUNDAY...CAUSING EXTREMELY DANGEROUS SURF AND
LIFE-THREATENING RIP CURRENTS."

So, my take is Hurricane Bill would be primarily WEAKENED DUE TO COLDER WATERS that it is touching.

But one has to keep in mind the damaging potential of a Category 1 Hurricane when it strikes the NEW ENGLAND AREA.

I should feel safe within a very consolidated structure at an altitude that would be beyond reach of the combined rip tide + storm surge effect.

Hurricane Bill Predictions - part 5

2009-08-21T22:39:00.000-07:00

It seems Hurricane Bill poses much lesser risk now. Mainly because it will
TRAVERSE THE OPEN SEAS, far away from landmass. Though it will generate big
swells, rip tides and heavy rain.

But I'd like to point that many parameters makes anybody amongst us very
difficult to predict a Hurricane's exact trajectory and magnitude. But one
amongst these many parameters is the behaviour of the "lesser creatures".

Which way is are the Turtles and other Marine Animals headed ? It has been
shown time and time again that the lesser creatures have a sixth sense.

I studied this phenomenon in past 2 occassions - during Hurricane Katrina's hit
(which I could predict was going to be disastrous) and the Boxer's Day
Tsunami of 2004.

Countless examples of the animals escaping the tsunamis of south of
Banda Aceh, Sri Lanka & Tamil Nadu during the tsunami.

Check out the following article snippet:

"As Hurricane Bill spun north-northwest at about 20 mph Friday with maximum
sustained winds of 105 mph, Bree Varda, a loggerhead sea turtle, paddled due
south at a maximum sustained speed fast enough to put her in third place in a
10-turtle marathon"

"Bree Varda seems to be getting out of Dodge. She swam well west of Hurricane
Bill on Thursday, the last time she surfaced long enough for trackers to get
a satellite signal. She had covered about 314 miles in 19 days and was
heading south toward Grand Bahama. She trailed in the race behind two
leatherback turtles, a much larger species."

My take :

The turtles would instinctively go to the calmest water. So, their trajectory
might be perpendicular to the path of maximum damage of the Hurricane.

Though, being a wildlife enthusiast, I am against radio-collaring an animal
if it comes to any harm.

My Hurricane Bill Forecasting - part 4

2009-08-21T04:29:00.000-07:00

Hurricane Bill strengthened upto Category 4 as correctly predicted by me. Do see last 4 postings.

Now, here are 2 things, according to my analysis, that are going to save hundreds of lives :

1. Trajectory Change. This may make a dramatic effect in weakening Hurricane Bill from Category 4 to Category 1, saving hundreds of lives.

2. Distance from landmass. Notice that the projected path with its area of influence will be outside Bermuda. Thus the effect on Bermuda may be that of a Tropical Storm or Category 1. Given the huge expanse of the
Atlantic.

Do see the following pic:

But, there is still a chance that it might wobble if there are UNEVEN ISOBARIC PATCHES.

Also, one has to remember that this is a Hurricane that is see-sawing between Category 3 and Category 4.

So, going by the adage -"Better safe and sorry" one has to watch for stretches of unusually warm water that might fall if the Hurricane deviates from the projected trajectory.

My Hurricane Bill Forecasting - part 3

2009-08-20T20:31:00.000-07:00

My forecasting is PROVING CORRECT (Do see my earlier 3 postings), as Hurricane Bill, feeding on the warm waters,is now strengthening from Category 3 to Category 4.

If isobaric data were available, I could have given a real good forecasting as to which way Hurricane Bill would be moving. You see, if the Hurricane, changes course towards a warmer, moister stretch of water, it has the possibility of gaining strength to a Category 4.

Though I hope, it veers away from any landmass.

Check out source from Associated Press:

MIAMI (AP) _ Bermuda issued a tropical storm warning Thursday as Hurricane Bill regained some of its muscle, while dangerous waves and riptides were likely along most of the eastern U.S. coast over the weekend.
The Category 3 storm's top winds increased to 125 mph (201 kph), and forecasters warned it could return to Category 4 strength by Friday as it feeds on warm Atlantic waters. The stronger designation comes from winds that exceed 130 mph (209 kph).
"It's moving over waters of 84, 85 degrees Fahrenheit (about 29 Celsius), which could provide some fuel to it. We still think it could restrengthen back into a Category 4. The environmental conditions appear to be right," said Eric Blake, a hurricane specialist at the National Hurricane Center."

Meanwhile, here in India also, the Cyclone Season is coming up. This coupled with inundated flood waters due to rainfall in the upper catchment areas, can be disastrous.

After carefully studying NOAA websites, and even BBC, CNN 's reporting I am amazed at the way the developed countries go by the motto - "Better safe than sorry" and has developed levels of advisories.

My Hurricane Bill Forecasting is Correct

2009-08-19T11:16:00.000-07:00

I predicted yesterday that given the huge stretch of unusually warm water Hurricane Bill will be Category 3 or even higher.

See the reasons please.

My forecasting has come correct as revealed in the following . Source: bloomberg.com:

"By Brian K. Sullivan

Aug. 19 (Bloomberg) -- Hurricane Bill, already deemed a major storm, intensified over the Atlantic today and is forecast to plow toward Canada after passing between
Bermuda and the U.S. East Coast.

Bill packed maximum sustained winds of 135 miles (217 kilometers) per hour, up from 125 mph earlier today, the U.S. National Hurricane Center said in an advisory at about 11 a.m. Miami time. That makes Bill a Category 4 hurricane on the five- step Saffir-Simpson scale of intensity, where a Category 3 storm, with winds of at least 111 mph, is considered major.

A weather front moving east across the U.S. will probably keep Bill away from the country’s eastern seaboard, said Jim Rouiller, a senior energy meteorologist at Planalytics Inc. in Wayne, Pennsylvania.

“This is a very dangerous Category 4,” Rouiller said by telephone. “The East Coast is lucky.”

It's good news that no major coase is threatened till now. But, it seems it is veering off towards the Canadian Coast.

Predictive Strength of Hurricane Bill

2009-08-18T07:54:00.000-07:00

Well, the Hurricane season for the American Continent
started late, but check out the following :

source: noaa.gov
"The planet’s ocean surface temperature was the warmest on record for July, breaking the previous high mark established in 1998 according to an analysis by NOAA’s National Climatic Data Center in Asheville, N.C. The combined average global land and ocean surface temperature for July 2009 ranked fifth-warmest since world-wide records began in 1880."

Also, check out this source from Wall Street Journal :

"Citing warm ocean water and light wind shear, Dennis Feltgen, a National Hurricane Center spokesman, said Bill was "in a very good environment to continue to strengthen.""

My take:

This means that even if a future Hurricane passes through the warmer waters, it will have the source that would provide the core engine to BOOST UP THE STRENGTH of a hurricane.

Meanwhile, looking at the Atlantic map, it seems that tropical storm Claudette (weakened) near the Florida panhandle is in a different path from Hurricane Bill, and will have no effect with respect to Bill.

Now, check out Tropical Storm Ana, which has made landfall over Puerto Rico. Hence, it has weakened.

But if you have a Low-High-Low alternate isobaric regional patches, (which I don't have currently) that means, there is a medium probability that Hurricane Bill will move over the vast warm water stretches, and gather strength.

My prediction is it'll definitely be Category 3, or even more, but the direction it'll take is the most important.

One should not ARTIFICALLY BOOST markets

2009-08-17T14:16:00.000-07:00

It just doesn't work in the long run. That's what I learnt from the GURUS of Market Economy - be it Warren Buffet , Alan Greenspan, George Soros or Benjamin Franklin.

As a matter of fact, artificial boosting of the market by injecting funds/capital inflows might HURT THE MARKET IN THE LONG RUN. Because, after all, you're borrowing it from somewhere.

So, as the following report goes, one needs to be cautious till about 2010 - middle, GLOBALLY.

Read this stuff. from Associated Press

"

By TIM PARADIS, AP Business Writer Tim Paradis, Ap Business Writer – 32 mins ago

NEW YORK – Investors are finding out what everybody else already knew: The consumer isn't going to spend the economy into recovery.

Major U.S. stocks indexes tumbled by the biggest amount in six weeks Monday as investors grew worried that they have been too quick to bet on an economic rebound during the market's five-month rally. Overseas markets plunged and investors' demand for safe-haven investments sent the dollar and Treasury prices shooting higher.

The Dow Jones industrial average skidded 186 points and the major indexes fell at least 2 percent. The Nasdaq composite index was hardest hit, falling 2.8 percent, but it also had the biggest advance as Wall Street rallied this year.

A shudder in China's main stock market touched off a wave of selling that spread to Europe and then the U.S. A drop in quarterly profits at home improvement retailer Lowe's Cos. added to worries that an improvement in the economy is far off.

Joe Saluzzi, co-head of equity trading at Themis Trading LLC, said the selling was warranted.

"The economics obviously don't support where we've been," he said.

The slide on Wall Street was steep but felt more controlled than the plunges of the past year because stocks ended just off of their worst levels and because analysts have been calling for a retreat after the Dow and Standard & Poor's 500 index raced up 15 percent in only five weeks.

The Shanghai stock market tumbled 5.8 percent Monday as investors worried that stocks had risen too quickly and that the Chinese government would tighten bank lending policies. Investors outside China have been hoping that strengthening there would spill over to other economies.

Worries grew when Lowe's said consumers are putting off big purchases. That's troubling because consumer spending accounts for more than two-thirds of U.S. economic activity.

Some investors used to seeing a quick bounce-back in stocks have underestimated how difficult the recovery could be, even though many analysts have warned that it could take well into 2010 for the economy to regain strength. And some traders seem to be in the same mind-set as three years ago, willing to take big chances even when there was little economic or corporate evidence to justify a huge advance.

Now, with consumers facing high unemployment, weak home prices and mounds of debt, investors are worrying that they had grown too optimistic even though the stock market tends to improve before the economy after a recession."

Meanwhile, I've decided to totally cutoff Election Outcome Predictions and concentrate on the following AREAS for Predictive Analyses. I'd feel real good with a small 2-3 team of statisticians/sociologists/economists :

Disaster Early Warning System ( I'll tell you about how I knew it was a Tsunami on Dec 26, 2004 within 30 minutes. And how I could figure out Hurricane Katrina was going to be a Major Disaster. I'm following the latest Hurricane Bill, BTW - given the fact it has a lot of water to cover from which it can suck in its "life blood" though I don't have access to data like surface water temperature (averaged) plus macro atmospheric dynamics. or say forecasting how dangerous a "bhora kotal" adding on a cyclone can be. )
Disaster Management (say, how to rectify the "bunds" in the Sunderbans or the dykes in the Netherlands)
Global Warming After-Effects (say glacier retreat and effects on the ecology/human aspect)
H1N1, H5N1 and other Pandemic Predictions with respect to Magnitude. (For example, what are the risk factors for escalation of a pandemic)
Alternative Medicines. For example, for the above Pandemics.
I.T. and other technology trend analysis.
Macro-Economic Projections.

And some other non-controversial stuff. But one has to do these things in a relaxed manner.

Indo - US Environmental "Green Deal"

2009-07-19T21:59:00.000-07:00

Source: Times of India

"Environment minister Jairam Ramesh asserted that New Delhi was "simply not in a position" to accept any legally binding emission reductions and made it clear that India was not running away from responsibilities on the issue.

The minister's comments came at a joint press conference with US secretary of State Hillary Clinton after she toured the ITC Green Building here which showcases environment-friendly practices in India.

The US wants India to agree to limit its carbon emissions ahead of the signing of a new UN climate treaty in Copenhagen in December.

Giving a suggestion in this regard, Clinton pointed out that India's green house gas pollution was projected to grow by about 50 per cent between now and 2030 and the country was vulnerable to climate change."

My take :

This is great dialogue. Mrs. Hillary Clinton is 100% right in stating that Green House Gas Pollution may grow 50% by 2030. Of course, she is looking at the Global Scenario, the immense Green House Emission problem caused by the BRIC countries. She does have a point.

Now, I read in the detailed Times of India News that in lieu of reducing the Green House Gas pollution, Dr. Jairam Ramesh has offered to increase the forest cover. Now, increase of forest cover would automatically suck in/recycle the Green House Gases. This is a wonderful idea that Global Environmentalists/ Wildlife enthusiasts would agree upon.

What better way to counter GreenHouse Emission than by Nature itself ? Though, we have seen time and time again, that this is a very complicated issue - choosing the right flora, and introduction of the right fauna into the afforested areas.

Case in point - Australia.

However, once the afforestation sets in either through prevention of tree/shrub clearing OR planting new saplings, I'm sure, with India's biodiversity, the newly introduced (either artificially or naturally) species will do greatly

Some Interesting Global Snippets...

2009-06-28T13:48:00.000-07:00

Back after a long period.

Some Global Snippets of Reality :

Team Obama's amazing Flexibility and Open Government Initiative is truely historic. Feedback from anybody can be filtered, analysed and positive steps can be taken.

My outcome prediction for 38 out of 42 seats for the state of West Bengal came correct. That's an accuracy of 90.47 %. I spent a lot of time on this particular matter, and was myself astounded by my success. Beat all the Media & Surveys.

Europeaan Union's Elections..makes me think - had I access to the Data 5 months back - would have been interesting trying to figure out predictive analysis. I guess India lacks the maturity to hear the Truth, but the EU doesn't. Jus' kidding ;-)

Silver 'n' Gold. My prediction made 1.5 years back are holding steady.

Global Economy at the same time is slowly recovering. Thanks to the long-term vision and unity between the North American, EU and Pacific Rim countries. As also co-operation from the BRIC, Mid-East and other parts of the World.

Great Initiative by Obama's Team as also EU and other countries in understanding the problems of the Islamic Bloc and negotiating with the Mid-East countries. Truly historic from a Geopolitical sense.

Sectors that should beat a real heavy Recession

2009-05-02T10:07:00.000-07:00

Let me first begin by making an off-tangential remark. Market visionaries or techno-financial gurus from whom I have learnt certain things basically share certain traits - they're invariably introverted, shy and hesitant to share their wisdom acquired. Examples, cutting across countries and all barriers are - Warren Buffet (currently the world's richest), George Soros, B. Franklin, Dr. Manmohan Singh, Rakesh Jhunjunwala,Arun Jaitley, Dr. Amartya Sen. Another thing to note is that quite a few of these people sometimes chose not to make a lot of money, examples being Dr. M.Singh, B. Franklin (whom Warren Buffet follows) amongst others.

Now, here's a real fast analysis of sectors that should beat a real heavy recession. (Note that I am assuming a real heavy one). The rationale behind is also synopsised :

1. Healthcare and Medical. Reason is a long-drawn Recession would invariably make quite a large segment of the population sick from the prolonged stress and intra and inter-contry strifes.

2. Petroleum. Though there are recent downturns..it stands that the Global Petroleum reservoirs' supply/demand would encourage companies to maximise profit. This is an unfortunate truth.

3. Agro-based. Since this is a new sector, and a reduced venture capital influx to Industries, in general would encourage shift of capital to this sector.

4. Fertilisers. Since this is dependent on Agriculture.

5. Pharmaceuticals. Since this is dependent on Med.

6. Bullion-based. As well as certain Metals. Reason being people investing in them as a hedge against inflation.

7. Certain Finance sectors. This is because people will tend to park their money back into safer instruments. But I guess one should exercise caution as quite a few might fail. So, in this particular Sector, I guess one should be highly cautious of stocks.

Sectors that should not lose out are - Core Engineering, Petrochem, certain segments of Infrastructure, etc..

Global Economic Recovery Strategies ..part 2

2009-01-31T00:05:00.000-08:00

As there are forums and conferences going on in Davos and other places on tackling the Global Economic Meltdown..
Certain points for pondering :

Much research has to be done on Strategic Partnerships vis a vis Countries. The European Union has had a head-start only due to analysis of such data.
Economic partners should be such that they are not much skewed in one
direction. That is, one country should not be dependent on a single
country vis a vis Imports, or even Exports.
Big Companies will struggle to keep afloat. So, they have to sub-contract at a cheaper price Projects / Consultancy Work to smaller companies. I see lot of small companies who have the necessary overall
idea about Global Macro-Economics profitting.
Trade and other Deficits. It is unbelievable how such simple things could have been overlooked, even a schoolkid can do the basic maths. I guess we need Economic "Ankit Fadia" s (the legendary cyber-security expert)..the entire Macro-Economic Model that the Capitalist Bloc of
Countries is TOO MUCH REGIMENTED.

Disclaimer : If you've received this in your e-mail, it's part of my auto-forwarding list..which I sometimes forget revising in a hurry.

Global Economic Recovery thoughts...

2009-01-16T07:22:00.000-08:00

Seems like the cryptic message (last posting) is havinbg some effect....
Anyway, coming back to ground reality regarding this Global Economic Meltdown...some points to ponder :

How come most "expert" business / finance portals show the STOCK INDICES on a LINEAR SCALE ?
Why not a SCALE based on %WISE...or logarithmic ?
Anyone made a QUANTITATIVE ANALYSIS of the COMPARATIVE SUCCESS within the last 10 years of the 4 MAJOR CAPITALIST BELTS : the U.S. - Canada belt, the EU (European belt), the Pacific Rim Belt and the Developing Countries' belt ?

Points to ponder indeed...........

Indian Mainstream Media Can't make Correct Psephological Analysis..part 1

2008-12-08T03:26:00.000-08:00

Take the Mayavati ("behenji") FACTOR !

Assembly Elections of the Indian States of Madhya Pradesh, Chattisgarh, Delhi , Rajasthan are out..
20+ ODD NEWS CHANNELS MISSED OUT on the Mayavati Factor ! Urban, sophisticated, journalism school elite man these channels...BUT THEY CAN'T FATHOM THE WIDTH & DEPTH OF THE MAYAVATI FACTOR.

Like they couldn't fathom in 2004 Lok Sabha Elections..But my prediction came 5 short of the NDA figure (there was a Prize Winning Contest by a leading News channel also)..

I did DETAILED PSEPHOLOGICAL CALCULATIONS..But I also factored in the discussions I had with 7+ people aboard a Sleeper Class 3010 Down Doon Express I was travelling, Dehra Dun - Howrah April 2004 THROUGH THE HINDI "HEART OF INDIA"..and I came near the Truth, Vinod Dua ee-style - Rural India was "not shining"..1 of the 7 only ventured into the share markets, but - "Market se to hum bhi thora kamaya..par hamara chota mota Textile Business ka bara baj giya"..revelation indeed.

This HINDI "HEART OF INDIA" HAS TO BE UNDERSTOOD TO UNDERSTAND INDIA !!! Shame on us that a few Westerners can even make better ANALYSIS..from the time of Jim Corbett.

This HINDI "HEART OF INDIA" accounts for 65% of the Lok Sabha 543 seats. Geographically almost 50% of India..the rest of India is DIVIDED..Do the calculations..

The Dalits, the "ati pichchal jati" , the minorities of India, even the poor Brahmins..residing in villages where there is no electricity (Read the Census of India 2001 >> I think 40-60% still don't have electricity)..are VOTING QUITE CONSIDERABLY FOR MAYAVATI..not in great numbers yet..

But a quiet non-violent revolution is going on in the HEART OF INDIA.
Look at the seats which are being picked up by the BSP...where it had NO PRESCENCE beforehand !

U.P. (Lok Sabha 80 seats) - BSP is the single largest party..sweeping the last Assembly elections.
But these elctions throw up a SURPRISE !

BSP is picking up seats in Madhya Pradesh, Delhi, Rajasthan , Chattisgarh..very few. But there was no prescence of the BSP in these remote areas. In previous elections it picked seats in other states, also.

But what does it SAY ?
The stunning GEOGRAPHICAL SIZE INTO WHICH THE BSP HAS PENETRATED...

My prediction is :
Ram Vilas Paswan played the 'kingmaker' of Bihar in the last Bihar ka Assembly elections with even a few seats.

Mayavati is NOW IN A POSITION to play the 'kingmaker' in the NEXT LOK SABHA ELECTIONS..She is cutting into the votebank of the BJP & Congress. Hence both are losing seats. Primarily into the votebank of the BJP.
The BJP stunned everybody by its meteoric rise way back in 1999..now it may be the BSP. It may even get 50-60 seats out of 543. Greater impact is it will erode seats of BJP & Congress due to the "Swing Factor" + Anti-Incumbency Factor.

The party which allies with BSP..pre-electoral adjustments made correctly will heap RICH DIVIDENDS.

Post-Obama projections...OMG I'll be terribly unpopular

2008-11-08T02:35:00.001-08:00

Change was needed. There was no doubt about that. But..may I ask a few questions at the RISK OF BEING HIGHLY UNPOPULAR:

EXPERIENCE. Was it that hard to find someone as experienced , or half as experienced as Gen Colin Powell ?
Obama will have to rely HEAVILY on Advisors..Good to see some Google people being inducted into their ranks -)
The Global Economic Meltdown..the trillions of $ of deficits of many countries..Anybody has ANY IDEA as to the UNITED ELITE TEAM that has to be formed to save the Economy ??? Warren Buffet's a real good choice, yeah..But didn't somebody say.."The Buck Stops here" -) Advisors can give advice..but to sort out the relevant and make a DECISION..that's what counts
Defense Policies..Zbrenewski (heck, I'll have to check on the spelling) is an excellent foreign policy advisor. Though I do not agree totally with his hardliner policies. But what about the conflict / DISUNITY amongst the team ? I liked Zbrenewski ;-) he gave a HARD TIME to the BBC anchorman hosting Hard Talk..for a change. Heh..heh
The reaction from the EU has been not that vigorous..which makes me thinking. They seem to be MORE IN TOUCH WITH THE ECONOMIC REALITIES than the HYPE stuff in the U.S. of A.
The U.S. of A. that I saw in the 1988-94 Era..was a very CONFUSED , disoriented one. Now I do not have any objection with the stuff they used to watch on T.V...but I was aghast at THEIR KNOWLEDGE of World Affairs..as opposed to the VETERANS (people in their 60's say)..I hope Obama chooses some of the veterans..
Most importantly, COME AT AN UNITED POLICY..be it Foriegn Poilicy, Global Security Issues, Economic Policies..

Non-Disclaimer to my ex-Professors / Economists / others on auto forward list: Your comments / feedback are most welcome on this blog. No need to e-mail me. Your writing directly on this blog will be a GLOBAL DEBATE we most need. FEEL FREE......

ECONOMIC NOSTRADAMUS...It is a bit painful to see the Future

2008-10-20T23:36:00.001-07:00

Yeah..folks. But the TRUTH that is unfolding has to be told. It is a combination of
GEOPOLITICAL FACTORS, MARKET TRENDS....and WAR.

The TRUTH, as I see it is...my dear Friends :

THE GLOBAL ECONOMIC MELTDOWN WILL CONTINUE. People ignored stalwarts like George Soros, Warren Buffet..You all want to hear the TRUTH...don't you ?

THE DEFICIT...GLOBAL, NATIONWISE,STATEWISE..shall have to be DECREASED. There will be many casualties..Financial Institutions will collapse.

Individually, loan-takers will suffer. SACRIFICES HAVE TO BE MADE..LOANS HAVE TO BE RECOVERED, AND WILL BE RECOVERED BY BANKS.

GLOBAL ECONOMIC MELTDOWN WILL HAVE MANY GEOPOLITICAL UPSETS :

Obama has a greater chance of becoming President of the U.S. Yes, the tables have turned. But...to turn around the U.S. Economy will be a task greater than that what Roosevelt (WW2) faced.
Russia > Putin or his protege will turn stronger. Russia will grow strong. Look Westwards.
India > NDA will come to power. Some Indian States will see greater turmoil if issues are handled by people who DO NOT UNDERSTAND THE GLOBAL SCENARIO.
Japan will grow stronger. Will start building its military.
China will start facing confusion and economic slowdown, and possibly disaster. Sorry, but you cannot change what is coming.
Mid East countries, rich in Oil..will grow stronger. And start calling the shots. Strategic oil trade partnerships will decide a lot of which countries will propsper amongst the Non Aligned Countries.
European Union will grow stronger. A great merger /sub-merger of nations will start to happen.
Financial mergers on a STRATEGIC SCALE. Globally speaking.
WAR. There is quite a possibilty that we will see World War 3. Sorry if I sound shocking, but that's Reality..

Think about World War 2 ..Did it have a specific date ? ? we all like to put a date...But,
When did it really start ? Food for thought indeed.

Sorry...but that's what I see in the Future - ESCALATION OF CONFLICTS..

I discovered my PERSONALITY TYPE, BTW - the ORACLE..
I wasn't exactly pleased, to be quite frank..being the ORACLE can be bit painful, you
see....IT IS NOT EASY TO "SEE" A GREAT WAR COMING...BUT THAT WILL BE THE REALITY YOU WILL ALL FACE..

Disclaimer : I keep changing my auto-forwarding list so often....sometimes in a hurry
forget revising the names...hope this doesn't reach the wrong person....hope you go through ALL my blogs 'n' enjoy the new look

"Industrial Capitalism" versus "Financial Capitalism"

2008-10-01T12:43:00.000-07:00

Clearly, "Industrial Capitalism" is the backbone...that creates infrastructure, creates employment. Most importantly, it creates a "chain reaction" to create more industries.

Also, innovative and creative spirit has to be there behind this brand of capitalism.

Any economy that is making a transition from a "socialist model" should benefit mostly from the clean, efficient, planned implementation of this brand of capitalism.

"Financial capitalism" is speculative....recent developments showing the collapse of many stalwarts have led to panic. But still, it is necessary as the tool for raising/pumping in money into the industry.

Let us take 3 hypothetical industries : RAMO, SAMO and TAMO.

RAMO is on a high...
TAMO stocks are currently low...

Now, a shrewd investor, seeing TAMO's potential would buy it...Quite a few would...

This would result in much needed influx of capital into TAMO....which can increase productivity.

But the problem with "Financial Capitalism" is the fast-buck approach that has led to the collapse of the giants...sub-prime lending being amongst them....

Global Economic Meltdown...steps to rectify it

2008-09-24T09:26:00.000-07:00

I had a talk with one of my friends, a top-notch banking official...who pointed out a very significant fact : the relative insularity of the Indian nationalized banks, and more importantly, the Indian economy. He was right in saying that "sudden mindless liberalization" has led in the past...to the collapse of some S.Asian economies. Indonesia is an example.

Yes, Indian markets are protected due to this factor..but there are other severe risks we run..like scarcity of oil production, rapid percentage of population growth (especially the younger generation that would be consuming at a higher rate)....but that is later. Ki Bolish re...boshe discuss korte hobe toder 3 jon'er saathe. Ar Gabon'er contact'tao dish to...(jader kache auto-forward korlam)

The Global Economic Meltdown is inevitable , unless these steps are taken :

Alternative Energy Sources are found. A huge chunk of money has to go into the R & D of this.
We all talk about individuals should learn to conserve oil...but in real life..ask yourself the question - how many do ? And can you check it ? So what must be done is a strict check should be put on the oil companies..their startegic mergers and demergers..so that the gasoline price comes down.
Sub-prime lending to dubious companies is not stopped.
Loan recovery has to be stringent.
Loans are given to publicize a bank. Let this publicity be curtailed. A person in need of loan is tempted by the glitzy advertisements...nowadays every second person I know has taken a humongous amount of loan...
A country's loan !!! How could the U.S. ignore stalwarts like Warren Buffet, Soros...their warnings..I wonder ?
War Economy will continue..it is inevitable..as far my prediction goes..so one should follow Japan's genius Macro-Economic Strategy of Forex and Bullion Reserve.

Brilliant pieces of writing....

2008-09-23T20:53:00.000-07:00

I'm referring to Mr. Sankarshan Thakur's article in a Calcutta-based newspaper "The Telegraph"...

where he talks of a new horrifying phenomenon in India , aptly named Mobocracy.

Arre..oi office'e kotodin jaoa hoi nai..

I met Mr. Thakur once..I was on the opposite side of the table. Just exchanged a few words with him. He was real, real busy...while most of the others in the Office were gossiping. Your covering of the Kargil War was the best. Though I think Ms. Barkha Dutt gave you run for your money, huh ? Drass, Batalik or which sector ..I've forgotten. Tiger Hill'ka strategic capture I remember..

LOC' ka theory wrong hai..ji. Apun ka aisa hi lagta hai.

telegraph'e dui jon Pothik..arre Dada mone acche..junior tumi'o to gurudev. gondogol hoye jai. Aro kara kara jeno aache ?

Identity crisis hoye jacche mairi...

Statesman'eo jaoa hoi nai..koto kal..arre I.T. 'ke thik bhabe kaaje lagate parle hoye jeto.

Asian Age'e ar TOI 'te jeno kara kara ?

Ganashakti ar Bangla kagoj 'guloi jete hobe mone hochche..Eto jhamela..life heaven kore dilo property dispute.

Some facts that are pointers to the future....

2008-09-21T21:34:00.000-07:00

Quoting Sheela Bhatt in New York City (source > rediff) :

"Prime Minister Dr Manmohan Singh will be meeting the Republican nominee for US presidency, Senator John McCain , on September 24 in New York. Significantly, Dr Singh will not be meeting the Democratic nominee for the President's post, Senator Barack Obama"

.........Acc to my calculations....next U.S. Prez would be John Mc Cain due to factors pointed out earlier....60% sure...

this is only further confirmation/ pointer.....

Disclaimer : I keep changing my auto-forwarding list so often....sometimes in a hurry forget revising the names...hope this doesn't reach the wrong person

Global Economic Meltdown ...how I saw it coming...and steps that can be taken

2008-09-21T04:42:00.000-07:00

I have this nasty habit of striking up a conversation with bankers, banking professionals inside the banks.

Starting from juniors, the freshers to the top- the Branch Head, maybe.

I do it just FOR AN INTELLECTUAL EXERCISE - to understand where our / global economy is heading.

It always follows the same pattern : first the freshers start....they try to "sell" me a scheme..this scheme - it's good for you..on the "long run"...I always LISTEN. I'm a good listener, one of the best.

After 5-10 minutes, I start contradicting them.....start pointing out the flaws.

It's then that the horrifying facts come up....
MAINLY I HAVE GATHERED THESE FACTS FROM THE TOPMOST BRANCH MANAGERS..etcetera...I will always keep their identity secret.

The horrifying facts of

THE CRUDE OIL PRICES FORCING THE BANKS TO LEND FAR,FAR,FAR ABOVE THEIR CREDIT LIMIT TO THE OIL COMPANIES....
HOW INTEREST PRICES CANNOT BE RAISED..."THE BANKS MIGHT FAIL...if we don't raise the interest prices !!!" - one top-notch Banking Official said. I understand. But who will convey the complex message to the masses ?
THE SUB-PRIME LENDING THAT THE BANKS DO....IT'S DIFFICULT TO UNDERSTAND A PERSON/COMPANY'S PAYING-BACK CAPABILITY
THE NPA's (%-wise)
HOW INFLATED THE STOCK MARKETS ARE...I ask them and get strange answers - the SCHEME/FUND/STOCKS THEY THEMSELVES WERE TRYING TO SELL...they DON'T HAVE IT IN THEIR PORTFOLIO ! THEIR OWN PERSONAL INVESTMENT PORTFOLIO !!

And so on and on......

But I believe there are some ways out of the GLOBAL ECONOMIC MELTDOWN.....THE WORST IS YET TO COME...ALL SAY...there will be UPSWINGS....but THE WORST IS YET TO COME....

Obviously . all those high-paid MBA's have failed...they are brilliant students...but THEY COULDN'T THINK OUT OF THE BOX !!!

That's why we are having this ECONOMIC SHAKE-UP....

...it's just the TIP OF THE ICEBERG...believe me....

Disclaimer : I keep changing my auto-forwarding list so often....sometimes in a hurry forget revising the names...hope this doesn't reach the wrong person....hope you go through all my blogs 'n' enjoy the new look

On the World's Cheapest Car and some Global Economic Predictions...

2008-09-17T12:57:00.000-07:00

Tata Motors, producing the world's cheapest "revolutionary car"...harbinger of a paradigm shift...will come through. The dubious nature of the agitators first thoroughly confused the entire Indian industrial thinktank. It has now angered the whole Global Economic thinktank. One should read the global news....
The supply chain management of the vendors on a downstream level, dependent on this car is threatened. On a local to international level. THIS IS BECAUSE ALL THE VENDORS WERE RELYING ON HIGH VOLUME SALES WITH MINIMAL MARGINS. Small investors/vendors, who had invested on Tata Motors heavily, some even with their life's savings, are now jeopardized !
My prediction is...ultimately, the world's cheapest car will smoothly sail through, though this company has suffered huge financial losses due to the mindless disrupters.

U.S. Economy will be on a downswing. We all saw legendary Investment Giants suffer, starting with the collapse of Lehmann Brothers. Losses suffered by Morgan Stanley, AIG, Goldman Sachs and others.

However, my prediction is the next U.S. president will be John McCain...due to the Vice-Prez choice Ms. Palin factor + his own track record as a legendary war hero + being not partial towards any lobby.

GOP (Republican Party) coming to power + falling U.S. Economy = GREATER OUTSOURCING OPPORTUNITIES for countries like India. U.S. MNC's HAVE TO OUTSOURCE to stay afloat. One might even see some Eastern States of India steal the limelight by bagging "huge orders" if they contact the correct people, who knows ? Probably on the ITES and KPO sector.

Japan has a "trick up its sleeve". It had the world's largest Gold and $/Euro Reserve. Since the 2 parameters have an inverse ration...I predict, this country will start economic recovery. Very clever strategy, not to speak of their strategic overseas real estate holdings.

Chinese economy will start a downswing...this is my prediction (though only 1% would agree with me)...due to it's being too much controlled by very few people.

Russian economy will do good since it has had strategic partnerships vis a vis OPEC countries + other deals.

European economy will flourish the most....this is purely due to the internal trading between the EU countries. And the wonderful unity that one sees between separate countries. Unbelievable. One has to study the Euro currency versus all other major currencies....some say the "Oracle of Omaha" W.Buffet has traded all his currencies to bank on the Euro !

On Globalization and Ratan Tata...a Most Misunderstood Man

2008-09-03T10:05:00.000-07:00

First some Reality Check points :

Globalization is Reality. It means greater challenges thrown to Emerging Markets.
Tatas were the FIRST Global Indian Industrialists.
Global Markets are intensively INTERLINKED. The FAILURE of Tata's pet projects would have devastating effects on the Global Economy.
Failure of projects would mean a CASCADING EFFECT...the entire Supply Chain of vendors are affected. On a local, national to international level.

Let me quote Mr. Ratan Tata On risk:" Risk is a necessary part of business philosophy. You can be risk-averse and take no risks, in which case you will have a certain trajectory in terms of your growth. Or you can, while being prudent,take greater risk in order to grow faster."

What can I say ? He had a Dream : The World's cheapest Car...a Rupee 1 Lac Car ...US$ 2,200 ...A Car for the Common Man. A person riding a mobike can afford that Car. Through easy monthly installments, of course.

BUT HIS DREAM WAS MISUNDERSTOOD...
Dream to be transformed to Reality means implementation. But right now, we see
DISRUPTIVE activities WITH A CERTAIN OBJECTIVE standing in the way of his dream.

The Tatas have always also shown their philanthropic aspect also...

Global Economy has benefitted from his previous projects...be it the Steel Industry, I.T. Consultancy, Internet infrastructure, All his Projects were aimed at INFRASTRUCTURE building of a country.

The Wall Street Journal quotes today: "The escalating conflict is the starkest sign
yet of how rapid industrialisation is clashing with skepticism towards
modernisation and the reach of big business into rural India."

Rural Economy would have benefitted, with the Supply Chain and the cascading effect of ancilliary units.

THE GLOBAL ECONOMY IS ALARMED at such activities.

Disclaimer : I keep changing my auto-forwarding list...one can read all my blogs ..my lightning strike video on greenblueplanet and others

Cell Phone Fixation in India and Broadband scenario

2008-09-02T05:41:00.000-07:00

We Indians seem to follow a "mass psychology" trend.....one example is the very low percentage of broadband users compared to the cell phone...which almost every kid 'round the block has...and educates me a thing or two about....

Found this article ..Quoting from Source : The Financial Express written by the Corporate Bureau :

"India may have emerged as the fastest growing telecom market in the world, however, in terms of Internet access and broadband numbers, the country has some major catching up to do. With almost close-to-zero broadband penetration, India is far behind most economies of the Asia-Pacific region. On the other hand, the region is the world's largest broadband market with a 39% share globally."

My take : The Asian Tigers, especially the Pacific Rim countries....show tremendous growth ! This will lead to further boost in their economy.

"While some Asia-Pacific economies are world leaders in information and communication technologies (ICT) where broadband access is ultra-high speedy, affordable and close to ubiquitous, in most of the region's poorer countries, Internet access is limited and low-speed according to ITU's Asia-Pacific Telecommunication and ICT Indicators report.

India and China make up for a quarter of the world's total mobile subscribers with over 600 and 280 million mobile cellular subscribers, respectively. However, India still has to debut in mobile broadband. Same is the case with China, which recently overtook the US with 253 million Internet users (according to China Internet Network Information Center)."

? : What's Ms. Rebecca MacKinnon's number - about the 253 million ? the "Great Firewall"...does it allow 253 mn? check out her blog in Rconversation...go find it...very interesting stuff in there

"The Asia Pacific region as a whole is home to almost half the world's fixed telephone subscribers. It has 42% of the world's Internet users, and with 1.4 billion mobile cellular subscribers, it also has the largest mobile phone market. In terms of ICTs, the report pegs Asia-Pacific as a region of superlatives with the region being the leader in broadband numbers too. However, there is a wide chasm between the economies of the region when it comes to Internet access especially in terms of speed.

In some of the rich economies of the region, one in four persons is a broadband subscriber while in most of the region's low and lower-middle income economies, high-speed Internet access is limited to urban areas at best, typically expensive, and often not available at all. India numbers too paint a sorry picture. The country has close to 50 million Internet users while its number of broadband users is abysmally low at 4.5 million"

? : 4.5 million......that is really pathetic. I guess people spend more on cellphone and accesories than on their broadband....I don't blame the broadband operators...

"Compare that with countries like Hong Kong (China) and Japan, and operators there have launched one-Gigabits per second (Gbps) broadband and triple-play services aimed at the residential market which include Internet telephony and television. These high-income economies are also leaders in terms of third generation (3G) mobile cellular deployment.

But, there is a light at the end of the tunnel. With the recent change in government policies on 3G and Internet telephony things have started looking up for the country. While 3G is expected to roll-out by next year, the decks have also been cleared for Internet telephony."

My take : As long as rural communites don't realize the advantages of the Net vis a vis trading, information exchange of rural economy related matters.....%age of broadband penetration may still be low...I think some people took entrepreneurial steps in that direction in rural India.

Innovative Technology

2008-08-27T12:38:00.000-07:00

Was just trying out the Google Map Maker....

Seems like I.T. is heading for a PARADIGM SHIFT from Programming to :

Viewing the Global Information as a

NETWORKED, CREATIVE RDBMS (Relational Database Management System)

Techno Finance Gurus of India

2008-08-19T02:55:00.000-07:00

It's a sad thing we forget our own people who contributed so much to the Growth of the current Indian Economy. But, good to so...their work lasts on the Net. Scouring the Net brings us lot of info about their pioneering work.

This was done on a Techno Financial Front.....by many :

Dewang Mehta .....without whom I wouldn't have been able to write this blog, perhaps. He was the pioneer who was campaigning for BROADBAND HI-SPEED INTERNET as top priority for India. His slogan was ...India needs "Roti, kapda aur Broadband" ....nobody believed him when he started campaigning. Hats off to you...Late Mr. D. Mehta. He died early....what he could have given to this country had he been alive today.
Sam Pitroda....he ushered in Modern day Telecommunications....Interesting to see those tech-savvy(?) teenagers to 40 year-olds, even...brandishing their myriad gadgets...unable to remember him. A lot of people opposed him....saying personal computers were bad for the Indian economy !
Dr. Manmohan Singh....he was never a politician. India has forgotten that he saved Indian Economy from the brink of Total Bankruptcy. Now, many people have different opinions about him. But I'm sure History will write the right words about him 100 years from now.

All these people were not politicians... used by them..but were instrumental in powering India to what it is TODAY.

These visionaries were what I'd call :

Techno Financial Gurus of India

The Russian Threat...Ukraine factor....frightening

2008-08-12T06:40:00.000-07:00

I am really surprised at how and why the West was caught napping.

I heard a TV news broadcaster in a reputed channel saying that Ukraine may be at threat. Now, that is very,very,very serious.

Georgia has a population of I guess....7-8 million and area-wise 27,000 square miles.
But Ukraine's population is 52 million ! Area 233,000 square miles !

Ukraine had a split mandate as far as I can recollect vis a vis its relation with Russia.

The Russian tanks stormed rapidly into Georgia, though how they crossed the Caucases I dunno...some passes maybe. But they should have been heavily guarded.

My hunch is it's a fight for Oil or Strategic Positioning. Or that Georgia wants to join NATO so Russians move into Southern Ossetia.

But what about Ukraine ?

I heard the Black Sea Fleet is mobilized. That's a very large sub-unit of the Russian Navy. An amphibious assault from the South into Ukraine via the Black Sea Coast.
Combined with the Russian cocktail of Tank + Armored Vehicle + Infantry attack (one should study the Cold War history & WW2 to see how effective it is, IMHO...numero uno) will be.....

DISASTROUS....to say the least.

BTW, I'm just a neutral blogger examining the possibilities.....
But, one interesting thing is : If one can keep one's mind totally neutral.....it's difficult, believe me, and inputs the various parameters....one could have seen this coming.

Though I don't think Ukraine is currently at risk.

PREDICTION COMING TRUE vis a vis Rise of Russia

2008-08-09T02:28:00.001-07:00

Do see my posting on 3rd June, '08....and some others roundabout that time, I guess.

Russian forces have crossed into Georgia, Southern Ossetia. IMHO, Russians are the masters of the game when it comes to Ground Offensive combo of Tanks + Armored Vehicles + Infantry + Artillery ....and more.

Almost "Shock and Awe" or Blitzkrieg...call it whatever you may.

The capital of Southern Ossetia has fallen. Casualties 1500...officially.

The country of Georgia is under threat itself.

What is it for ? Oil, natural resources...one may never know. But as a layman, one can only guess.

Who's next ? Ukraine, Belarus, Latvia, Estonia. I don't think Ukraine, because it's quite formidable.

But this is SCARY....the Masters of Retreat and Attack, of Strategy & Tactics ...have applied their Logistics with respect to Ground Frontal Offensive and gobbled up a part of Georgia !

Is it ready ???? The European Missile Defense Shield....I mean.

OIL SCARCITY Cause...a Lesser Known Fact..and How to Make Money

2008-07-26T13:13:00.000-07:00

We, as consumers of Oil, are worried about the end-prices of the gasoline/petrol.

But here's a lesser known chilling factor ..... LESSER & LESSER OIL RESERVES THAT CAN BE PROFITABLY UTILIZED ARE BEING DISCOVERED !

Check out the bar graph from hubbertpeak.com (Dr. Campbell's, I believe?) :

My take : We are on borrowed time vis a vis crude oil....it's all past discoveries. (gray shaded bars)

White shaded bars are future discoveries that have yet to be extracted.....we know the reservoirs there based on S.P., Resistivity, gamma and other geophysical logs. But, it's still to be run to production.

But, since it is only natural human psychology to only think in terms of 5 to 10 years, at the max., lot of specialists think it's over........

THE GLOBAL OIL CRISIS HAS JUST STARTED....yeah, it will be eased, just like crude oil's dropping $/barrel -wise ....but it's just a temporary respite 'cuz a few OPEC countries, led by the Saudis are revving up the oil production.

But within 5 years......DEMAND WILL FAR OUTREACH SUPPLY.

But, here's a silver lining behind every cloud :

Petro-stocks/funds, etc will be SWINGING WILDLY, one can make money buying & selling on a short-term basis.
IF THEY KNOW THE RESERVOIR POTENTIAL THE COMPANY HAS BOUGHT ;-)

Historic Blunder made with regard to a Deal

2008-07-22T12:04:00.000-07:00

Currently, I've gotten into this habit of talking in riddles, so here goes :

No...I'm not opposing the deal itself. As it might be of strategic interest vis a vis India's N.E. 15,000 feet + A.P. border areas taking into account certain strategic placements of certain...
probably adding more 50 would have made a difference.

But what has ANGERED 95% of neutral Indians is the way in which it was achieved. And which has been revealed clearly by the media, for after all we are a democracy.
Which raises doubts as to does this foreign power wants us to totally remain within their control and hence a weak country? How much right do we really have to exercise our own free will in case there A.P. is threatened, not just the regular infiltrations that are occurring every day.

The same foreign policy mistake has been done by this foreign power vis a vis the following countries which it did not trust :

Japan......a stronger Japan would have meant a bulwark against China & N. Korea.
France, Germany & other European countries.....which would have served as a bulwark against an Eastern Socialist country that is now rapidly growing in power. There would have been no need of a Missile Defense Shield at all.
A few of its southern neighbours.....now some real totalitarian regimes seem to be cropping up real fast.

" A bogeyman thought of a thousand times becomes the truth"...adapted from somebody else's quote.

Hope that doesn't become the case with this country now grappling with an Oil Crisis...

...or lack of intelligent foreign policy makers, shall I say.

OIL PRICE ESCALATION AMID CONFLICTS IN OIL RESERVE ZONES

2008-07-22T01:53:00.000-07:00

Last posting, pointed out that 62% of Oil Reserves fall within SEVERE CONFLICT ZONES.

Now, juxtapose that with the "Hubbert Peak for World Oil" a theory propounded in the 1950s by Dr. M. King Hubbert is a Theory now widely accepted last few principles being :
1.Oil Production rises to a peak which can never be surpassed;
2. Once the peak has been passed, production declines until the resource is depleted.

I believe, we are extremely near the peak.

Of course, there WILL BE TEMPORARY SPURTS IN OIL PRODUCTION WITH DISCOVERY / PROFITABLE EXTRACTION OF OIL FROM RESERVES....

Note : Canada & other countries do have large oil reserves, but they are NOT PROFITABLY EXTRACTABLE.

Check out this graph from source : hubbertpeak.com

Note that negative figures mean NO OIL can be PROFITABLY EXTRACTED.
Positive figures = show number of years that oil can be PROFITABLY EXTRACTED.

Well, the graph, that's by Dr. Campbell, a geologist, shows an even grimer picture, doesn't it ?

I'd say, even 90% of the WORLD'S OIL RESERVES WHICH CAN BE PROFITABLY EXTRACTED FALLS WITHIN SEVERE CONFLICT ZONES.

Conflict zones where the majority of people are fluent with Avtomat Kalashnikova 47 & its variants , as also Katyushka ( Russian sense o' humour, I say) rockets...as say a Bengali is with fluently juggling deals with "real estate developers"....or a Marwari kid with day trading...or a young kibbutznik to infiltrate behind the opposite lines.

I say, this portends a SEVERE CRISIS !

....unless macro-managed, THE ESCALATIONS WILL RISE.

RESULTING IN STEEPER CRUDE OIL PRICES , "OIL SHOCK" and of course, the resultant CHAIN-REACTIONS >>> inflation, economy collapse for a few countries ( 10% at least).

This is because, when demand even for a temporary very short period exceeds supply, the market PANICS.

Message for all the auto e-mail receivers : BTW, I keep on changing / adding my auto
email postings as per my blogs, do it in a hurry. I got some 100+ on my list of all hues
and colors... including the White House, some senators to even quite a few socialists.
For example, my apologies if this reaches Feroz, and he gets annoyed for some reason...do e-mail me to let know which blogs auto-posting you would like to receive or not receive. For example, Feroz, you might want to receive getricheasily.blogspot.com but not this, do let me know. Cool, man, Take it easy....

OIL SCARCITY & GEOPOLITICAL CONSEQUENCES

2008-07-15T21:51:00.000-07:00

I was scouring the Net for almost an hour to find an image like this....maybe I was searching in the wrong places, because it doesn't generally take this much time.

Source of this image : Oil and Gas Journal...found it on the Net.

Any way, a picture tells a thousand words, as they say.

A careful analysis of this pic tells a chilling story :

In this globe of almost 200+ nations, the top 20 countries hold 95% of the world's oil.
Corollary : If, even 10 of them form a strategic partnership, they can hold the whole world AT RANSOM. Very chilling, indeed.
SEVERE CONFLICT ZONES hold 62 % of the world's oil !!! I did the maths...add up Saudi Arabia + Kuwait + Iraq + Iran + UAE + Qatar + Libya + Nigeria (do check the news, please) =799 billion barrels. THAT IS = (799/1292) x 100 = 62 %. (Maybe I dropped 1 or 2 billionbarrels somewhere, go find it...am not responsible for the consequences ;-)
Corollary : 62% in 8 countries that are SEVERE CONFLICT ZONES where nobody is winning. This means from "mass psychology" - intensification of conflict. This will INCREASE OIL PRICES like anything.
Europe holds almost no oil ! Though the European Union's GDP is now about 2 to even 3 times that of the richest nation, U.S.A. I project their moneypower + unity might helpthem, this based on some calculations I did which are still inside my head -)
U.S. consumes 25% of the world's oil. But they hold just 2% of the world's oil. But I notice their population is increasing at a fast rate, thanks to rapid rate of immigrationand population growth. I think the country is headed for a big problem. Well quitefrankly, I don't have an answer for their problems. And even if I did, shouldn't I be paid $$million$$ for that ;-)
The projected #2 and #3 greatest oil-consuming nations in the years to come, that is India and China have insufficient oil vis a vis their demands. Severe inflation will hit these 2. Though there may be temporary let ups.

But, in these uncertain times, only a handful of people who can gauge the WILD UPS AND DOWNS of the market will MAKE A HUGE AMOUNT OF MONEY. (no peace of mind for them,though).

This is fact, dunno if it's good or bad. I'm just a neutral analyst, BTW.

GLOBAL ECONOMY REVIVAL SOLUTION...Problems & Solutions

2008-07-02T23:21:00.000-07:00

1 Single Economic Problem can be solved most successfully by a Specialist.

Multiple Economic Problems, inter-connected, factors that have to be considered(economic,global security,geopolitical,"mass psychology",national considerations) can only be solved by a Generalist. Reason: A Specialist has a 1-track mind, a Generalist keeps his mind open.

Here are the PROBLEMS of the Global Economy right now...and in the persisting future. WARNING : Problems will sometimes seem to disappear, but only TEMPORARILY :

Crude Oil is $140 / barrel. My prediction of it touching $200 / barrel (made in January 2008) now seems to be an accepted fact arrived after much calculations by the world's leading economists with Ph.D.'s, MBA's & what not under their belt.
$140/barrel to upwards to $200/barrel will cause severe . The Money has to come from somewhere - where from ? The Banks, the Reserves, the Gold, Forex.
Deficit.....$ trillion deficits by many countries....Apply Common sense. You owe the bank lotta money, the collector's gonna come some day, ain't it ? The deficit & amount owed by certain countries is mind-boggling....obviously the big manufacturers will stop having confidence in selling their stuff to these countries.
Deficit Corollary. The relative devaluation of certain currencies will cause investors to flee certain markets....the stock markets will plunge drastically.
Stock Markets Over-valued. This is especially true with respect to some developing countries where Foreign Investors (Institutional or Direct or otherwise) come flocking, make a "fast buck", buy/sell within months, and disappear to some other green pastures. Their own citizens are most to blame, buying and selling in hordes. These countries' stocks are highly over-valued. Obviously, they'll crash. Some have now crashed to realistic levels.

I've run out of time...could carry on & on.

So let me offer hasty SOLUTIONS :

Deficit should be cut down at all costs. Increase tax. Encourage small businesses, instead of just appeasing the big monopolistic ones. This is especially applicable to developing countries.
Oil rationing should be made part of a nation's policy. A radical thought, but any other short-term solution ?
Developing nations' oil/gas companies should be privatized. To cut down on unnecessary costs.
Human population Control.....In many sense, this is the numero uno problem.
Over-reliance on specialists should be stopped IMMEDIATELY. Entrepreneurs, businessmen and even a few Under Grads might be able to offer "out of the box" solutions.

IN CASE THE DEVELOPED NATIONS FORGET....this was the way they became RICH NATIONS. U.S.A., European Countries, Asian Tigers took the lead not through a structured system.

But how do you recruit for part-time/freelance these generalists?

Very easy....let the countries' authorities apply Open Source Intelligence or OSINT , commercial I mean...(readers who don't know the meaning can search extensively via Google Search)

Gold price exponential rise post 9/11....get it before it's too late

2008-06-29T07:38:00.000-07:00

Well, folks....one only has to look at the Gold Price (U.S.$ / ounce) post - 9/11 to arrive at certain conclusions.

Image source of graph is kitco.com :

My take :

The price covers a time range from 1975 - 2008 ...i.e. 33 years . I see a humongous peak round 'bout 80....time span is relatively moderate.

But check out how gold price is climbing steadily post- 9/11 !
In fact, the spike started from 1978....about the time when there was the OPEC First Oil Crisis, I guess......

But, remember, that was a relatively peaceful time....

The climb post December 2001....goes on and on and on....

PLUS......THIS IS IN DIRECT CORRELATION WITH THE ESCALATING GLOBAL TENSIONS.

But, then...the IMPORTANT QUESTION IS : how far has it climbed - % wise ?

If you look at the %wise climb ......I believe, one can STILL BUY GOLD.....

Wait till 5 years till the world is a bit calmer.....& SELL.....

Escalating Conflicts that will drive up Oil Prices

2008-06-23T12:52:00.000-07:00

Besides Iraq, Iran & Afghanistan...there are some other conflicts/situations that will drive up oil prices:

Escalating Nigeria conflict between Northern & Southern parts.
Iran Pipeline thru' Afghanistan to India & beyond in jeopardy as the entire stretch is conflict-bound.
Yemen Islamic fundamentalists & Qaeda elements infiltrating Saudi Arabia.
Russian oil pipelines under threat from Chechen militants.
Turkish infiltration into oil-rich Kurdistan
Central Asian countries' destabilization due to Turkish ambitions and over-ambitious oil companies.
Kuwait oilfields under the shadow of the Shia Crescent rising in power.
Same applies for the smaller countries of the Mid-East

Global Conflicts cause Rising Oil Prices that Trigger Inflation Hike

2008-06-21T07:25:00.000-07:00

Global conflicts ...some new fronts might open up : such is the worry in the market.

A few such are : A massive Israeli military exercise and some remarks that point to a possibility of a confrontation with Iran. This is speculation...but if it happens it will have massive impact on oil prices.....MASSIVE. reason is 40% of the world's oil passes through the narrow Gulf of Hormuz off Iran. This is an extremely strategic area.

A conflict in Iran might mean shutdown of oil from Iran as well as Iraq as all the oil has to pass through this.

Recent attacks in oil-rich Nigeria......these are hit and run operations from speedboats.

The ongoing Iraq & Mid East Crisis. Pipelines are easy targets and there is no cheaper alternative to it.

Oil Prices are hence on the boil.

Leading to massive global inflation.

My crude oil price predictions coming true

2008-06-12T23:27:00.000-07:00

Do see my earlier posts when I predicted crude oil CAN EVEN TOUCH $200 / BARREL by 2008 end !

People were skeptical...I guess they are not now. Oil's touching $ 140 / barrel . It was $ 65 / barrel last June.

Check out Graph source is from www.wtrg.com ....

So.....what does it imply ?

Massive inflation rate globally.

Countries that are not able to manage macro-economic factors, falling into debts.....will have to repay it sometime....and in

the process suffer severe losses.

I would bet the European Union would DO STRONGLY ON A LONG-TERM BASIS.

If you are a global investor, buy blue-chip European Stocks.
Developing countries' blue chip stocks buy after serious research.

Wasn't Nostradamus a poor feller like me ? Heck, who cares ?

Predictions come true again - Indian Stocks nosediving

2008-06-09T02:41:00.000-07:00

Check out my last post....when I said the Indian stocks are way over-inflated.

Well, as I write....the Sensex (Indian equivalent of the Dow Jones) has nosedived below 15,000. Check out the graph I gave last post...... It's elementary to note from such a sharp steep peak.

Well, here's the quantitative analysis :

Crude oil prices sky rocketting, now it'll breach $140 / barrel
US subprime lending problem
Global credit crunch
Inside India...rising inflation rates
Slowdown in domestic industrial production numbers
Middle East Crisis may deepen with Iran flexing up its ante
High inflation rates, ACTUALLY double digit (real rate, that is....it doesn't take a genious to figure out it's double digit already if one goes to the market)
slowdown in GDP has been reported
corporate earnings have fallen in many key sector year-to-year basis
Foreign investors are fleeing the market. Problem with most Indians is that they have very little confidence in their own stock markets.....whenever they see FIIs fleeing, they start dumping their own stuff. This is a crying shame.
Another big factor is - Indian Prime Minister Dr. Manmohan Singh 's hands are tied. He saved India from ruins way back. But now, political compulsions have forced him NOT TO TAKE BOLD STEPS........this may be the SINGLE MOST IMPORTANT FACTOR TO THE INDIAN STOCK MARKET TAKING EVEN MORE HEAVY BLOWS.

But I think the good news is:

The lowest level the SENSEX will go down is to 12,000. I've come to this figure inputting all the factors cumulatively. This is THE REALISTIC FIGURE.

In fact, even now, one can buy into some blue chip stocks.
As also steel, I.T. (those which depend heavily on offshore projects), pharma, banks, cement.

U.S. Stocks (DJIA) versus Indian Stocks(Sensex) .....graph analysis

2008-06-06T08:58:00.000-07:00

I'm comparing this graph (Graph source: yahoo.com) Indian Stocks (Sensex) versus the U.S. Stocks (Dow Jones Industrial Average).

Red line = DJIA

Blue Line = Sensex

Note that the graph is a linear one, not logarithmic.

Well, I find something fishy over here.

Sure, the Indian economy IS GROWING at a fast paced, blistering rate. The U.S. economy is slowing down.

But is the DIFFERENCE so great ????

And this is a percentage % increase graph.......so that's why I think the Indian stocks are quite ..................
OVER-VALUED.

Note the extremely SHARP RISE OF THE GRAPH AFTER 2005 !

Just too steep a gradient. Beats me......

Rise of Russia .....within the next 10 years

2008-06-03T22:57:00.000-07:00

Last posting...I predicted the Fall of the Chinese economy. I hurt a few of my friends who happened to be socialists in this part of India....waaaah, waaaah...so sorrrrry.

And, this is for Alana del Valle Israel, who I thought was from Israel, but who turned out to be from Phillipines, actually in the U.S., but dating an Indian. Globalization 101 (practical lab) for me.

But you see, my dear readers, I only write from an OBJECTIVE, NEUTRAL point of view.

So, here's my prediction as to WHY Russia will rise again. Quantitatively, here are the points :

Russian Military & Defense Strategies. They are one of the best in the world, IMHO. Historically, Russians have proven to be masters at this. Flashback the Great Russian Retreat from the forces of Napolean and the unthinkable crushing of Napoleon's mighty forces. This was the beginning of Napoleon's downfall. Cut back also to World War 2. Russian Retreat straight back uptil Stalingrad. The Battle of Stalingrad. The Germans never recovered from this. This was the beginning of Hitler's downfall.
Russians still have the largest number of nuclear warheads, I believe. 17,000...as against 10,000+ of the U.S. Though the accuracy of these nukes are bad.
AK47 (Atomotav Kalashnikova) was designed by Mikhail Kalashnikov while he was in a hospital bed. I blame it on the nurses, I tell ya...had they paid proper attention, this mischievous, most innocent looking genious wouldn't have gone about making such stuff. The design was so flawless that it has stood the test of time. 60+ years.......think 'bout it. So, They posess one of the best brainpower. Their mathematical ability is acknowledged as one of the best. Apply that brainpower to warfare and you have a deadly cocktail.
ECONOMY. Russia has had enough flow of capital into its system. It has huge reserves of basic stuff, like oil, ores, etc.
Oil. Russian has struck extremely clever strategic partnerships with Venezuela and other countries, and has not angered the Middle East OPEC countries. It can later utilize this.
Politically, I really don't want to comment much.....but at least compared to China, there was no vast disparity between the urban rich and the rural poor during the time of the Soviets.
Middle tier and small businessmen could flourish in Russia.....if this is allowed, economic backbone will remain strong.

Russia does have quite a lot of negatives like suppression of civil liberties and stuff like that, which I stronly disagree with. But then, this is just an objective analysis.

...........To Russia with love

CHINESE ECONOMY WILL COLLAPSE WITHIN 5 YEARS

2008-03-20T02:46:00.000-07:00

My words have come true in the past...check out last post when I PREDICTED oil prices will rise.....it rose sharply to $112 / barrel.

But then, it is for history to judge the veracity of the statement I just made.

The main reason might be a QUALITATIVE ONE...maybe since just a few policymakers cannot control the economy of 25% of the world's population....maybe the system put too much pressure on the inhabitants of the mountains and plateaus of China, that make up more than two-thirds of its geographical area....maybe something far, far more fundamental.

But then, here's the QUANTITATIVE ANALYSIS :

Such a vast economy just CANNOT BE CONTROLLED by a handful of people. It needs a huge number of economists. Who have to have freedom. Freedom to collect neutral data, statistically analyse them neutrally, publish their findings neutrally. DEMOCRACY is needed to make the right decisions on the basis of their findings.
Massive disparity between the urban and the rural in China. The Chinese urban rich people live in plush apartments, enjoying lifestyles that are the envy of even middle class people of developed countries. The rural poor are forced to work in coal mines just to have two square meals a day. Thousands die in a year from coal mine collapses. Bloggers, check the Net for correct figures.
Environmental degradation of the WORST KIND has occured in China, thanks to human greed. Thsi has resulted in collapse of eco-systems, collapse of rural economies, collapse of rural cultures.
Uprising. In the Plateaus of Tibet (Xizang Province) they started. It has spread like wildfire. To parts of Sinkiang (Xinjiang Uygur) ethnic Tibetan groups and even Qinghai province. In exasperation, even the most non-violent, ever-smiling Dalai Lama has been attacked. Dalai Lama....IMHO, one of the most wise man on earth today. And the uprising has spread, and spreading......My friend Tsen Hsu once said, "One day, A wind shall come down from the mountains of China, my friends. That will sweep away the greed of the plains people of China, who control the country."
Oil. The fastest growing Chinese economy needs a vast amount of petroleum. Its foreign policy is so rigid that it will cease to get oil at the right prices from the OPEC countries.
Islamic fundamentalists are growing in power in Eastern Turkestan part of Sinkiang (Xinjiang Uygur), infiltration from Kazakhstan, Tajikistan, Uzbekistan, Pakistan Northern Areas and Afghanistan follows. This will be a MAJOR threat to the Chinese.
Massive military spending for developing Missile Defense System, ICBMs, IRBMs and conventional weapons will put strain on the economy.
Cheap "artificially controlled" prices of Chinese goods. As capitalism comes into China, the demand and supply chain will result in prices suddenly spiralling out of control.
China's stock markets are globally linked nowadays. How can you insulate it, how long can a handful of people insulate it from the GLOBAL CAUSES AND RESULTS ??? Tha markets will collapse.
The rural economy is already COLLAPSING.

End- Result : Massive collapse of the TIGHTLY-CONTROLLED, TWO-SYSTEM ECONOMY OF CHINA. Not a mere recession...not even an economic depression....but a total collapse.

BTW, a trillion $ question : how come the Dalai Lama never stops smiling -)

Oil prices might rise from today's $98 / barrel soon

2008-02-22T07:44:00.000-08:00

This is immediately attributable to the fact that Turkey's troops have crossed into Iraq's Kurdistan. Kurdistan is oil-rich.

More than that it has high oil potential reserves. Are they after Iraq's Kurd-dominated Mossul, Kirkuk oilfields ?

Factor in also the Iranian unrest.

Escalating demand expectation from India after launch of world's cheapest car.

Venezuela - Russian agreement.

And, as I said earlier.....realization sinking in that the Earth is running out of oil that can be extracted profitably.

My global friends might start buying oil even at this price -)

Asian Stocks Slump.....are the fears justified ?

2008-01-22T09:10:00.000-08:00

Today, we saw a meltdown of all the Asian Stock Markets......I was especially surprised at the Nikkei registering its sharpest fall since 9/11.

Are things really that bad ? I don't think so....

The U.S. economy might tend towards a recession, based on which assumption there was a reduction in the funds rate from 4.25 to 3.5 percent, that is 75 basis points. This, BTW, marked the greatest funds rate since 1990.

But then, such a move was aimed two-fold :

To prevent a recession
To prevent a panic global stock sell-off.

It might cause the opposite !

Because, the greatest rate cut in 18 years , AMIDST ALL THIS TALK OF RECESSION IN 3-4 COUNTRIES, would unnerve all.
Result: More and more people would sell off.
Leading to, of course.....more stocks slumping.

If outsourcing is ended, U.S. Economy might hit deep recession

2008-01-06T22:32:00.000-08:00

It is the Era of Globalization.

One has to accept that developing countries would be exporting at much lesser prices, much lesser than the Euro or the U.S. $. price tag, be it on textiles or be it cars.

But then, at the same time, to stay afloat / make more profit, developed countries' companies have resorted to "outsourcing"......this is NECESSARY.......as it doesn't take much for a rival company to beat you....it can steal the thunder in 2 quarters.....

It is the "outsourcing" which has kept the U.S. economy afloat.

Let's take a look at the stock charts for the last 5 years
Image source: finance.yahoo.com
If we look at the Dow Jones Industrial Average for the last 5 years,

the profit percentage is much lesser than the Indian stock market.......it is apparent from the "COMPARATIVE STEEPNESS" of the 2 curves. The Indian stock markets had a far greater higher RETURN.

Even if you look at the 5 year chart (Image source : finance.yahoo.com ) of Singapore Straits, it shows a steady rise.......

Which is why, U.S. global investors are pouring in funds into Emerging Markets.

Again, one has to keep in mind, that the U.S. economy is doing this well primarily due to outsourcing.

If the Democrats come to power, and put an end to outsourcing.....rival European companies would start "outsourcing" to developing countries........and even some U.S. companies would find a way around to beat the others.

Geopolitical Crises that can trigger Economic Booms and Declines

2007-12-31T04:58:00.000-08:00

It's an accepted notion, an accepted fact that Economical Growth and Decline are to a large degree governed by Geopolitical Crises and Maneuvering.

Let's look at the coming year of 2008. What have we here, folks ?

The Crisis in the Middle East is not waning. In fact, certain events are leading to greater instability - events like the global tension in Iran, the Benazir Bhutto assassination, the desperation of the Bush Administration since 2008 is election year.

Add to that a growing understanding amongst the OPEC countries.

Add the factor of high ESCALATION OF GASOLINE DEMAND IN DEVELOPING COUNTRIES.

END -RESULT : Oil Prices will skyrocket.

So, this will trigger inflation.......this inflation will hit most countries DEPENDENT on oil the most.

What about the leading economy ? The U.S. economy ? It is heavily into debt....and add to that the burden of War.

IMHO, we will see a further DECLINE in the U.S. $ against the Euro and all the developing countries' currencies. Furthermore, this decline is also due to an "artificial mass psychology" effect. If Gurus like George Soros , Gates and Warren Buffet openly state that they are dumping the U.S. $....won't it's value go down ?

The European Union is a HUGE ECONOMIC ENTITY......it's GDP is 1.5 to 2 times that of the U.S.
......It's a not much known fact. This will start to call the shots slowly in the global trading strategies. However, IMHO, it's still unclear HOW WELL THE European markets will perform.

Focus now the Asian economies like China, India & the Pacific Rim Countries. These, in the abscence of conflict, and taking advantage of the selling of their products at a cheaper price...However, I think China will start to face a GROWING CRISIS because it's economy is TOO CONTROLLED.....
.....However the rest of the Asian Economies WILL CONTINUE THEIR ECONOMIC BOOM.....though a bit chaotic.

So, best picks for the GLOBAL TRADER are certain MARKET SEGMENTS that will PROFIT within the DEVELOPING COUNTRIES' ECONOMY.

The best segments are obviously INFRASTRUCTURE -ORIENTED ......like Steel, Cement, etcetera. Almost all companies in this sector should outperform the basic market indices.
Outsourcing will lead to boom in the I.T. sector....however one has to do thorough research. Not all companies will fare well.
Export at cheaper prices will benefit the consumer goods and pharmaceutical sector also.

Global Economy Indicators....is it a war economy ??

2007-12-19T05:57:00.000-08:00

It might be a bit early to say that it's a total war economy, where gold, silver prices are rising.

But then there are other indicators too:

The developed countries' stock markets are not giving good returns.....investors there are turning more and more to investing in emerging markets.

Now, check out the following graph:

Study the graph above......graph source: stockcharts.com

Note, the steady fall of the U.S. $ (red line)...it begins to fall post 9/11 .....of course, there's a buffer time period, the fall starts from 2002 end of first quarter.

Check out the rise of silver prices (blue) , it starts rising from about start of 2002....

It's exactly inverse proportional !

And that trend is continuing till as of today.

Now, wouldn't you say it's a global war economy ?...........

God knows

My prediction regarding gasoline prices have come true

2007-11-22T21:17:00.000-08:00

Folks, please check my blog post dated August 15th , 2007.........3 months back.

Gasoline prices then were $ 73 / barrel , and I had predicted a very, very steep hike in prices $ / barrel.

The price today is $ 97 / barrel....it touched $ 99, but failed to break the psychological barrier of $ 100....

Anyway, if I sell today, how much profit do I make ?

32 % in 3 months.

As for sky rocketting prices within the recent period, check this graph from wtrg.com , portraying NYMEX Crude Oil:

The basic factors pumping up the price are the same as pointed out on August 15....

The "mass psychology" factor is starting in factor in slowly and steadily, as more and more people start to become aware of the Hubbert Peak of Oil Production.

This peak, which is , of course , IMPOSSIBLE TO PREDICT, is to come by around 2010 ......

After this, the RISING DEMAND FOR OIL CANNOT BE MET BY THE EXISTING SUPPLY.

My prediction is by year - end of 2008 it should touch a minimum of $ 150 / barrel.

There are going to be temporary slumps, but the macro -trend is up, up & up.

AL GORE - PACHOURI WIN NOBEL PEACE PRIZE.....

2007-10-13T02:51:00.000-07:00

The Nobel Peace Prize has gone to the worthy, for a change....

It's a victory for environmentalists the world over......

Al Gore for president ?

Right Time to Invest in Gold

2007-09-11T11:06:00.000-07:00

This just might be the right time to invest in gold. Market gurus are saying its the weakening dollar & a nervous global market. But it could be a culmination of many factors :

One is of course the weakening dollar, against the euro & other strong currencies. That always historically pushes up the gold.
It's basically a wartime economy, folks. Some analysts are of the opinion VHNWI 's are hoarding up on gold in billions. Besides these some corporations are also stuffing up gold.
This leads to a temporary shortage, pushing up gold prices even more in the future.
Further terrorist attacks or even the threat of further attacks will boost up gold further.
There's a credit crunch, leading to gold price increase.

It's Gold Rush 2 ...... INVEST before it's TOO LATE

GASOLINE PRICES……..LONG TERM PERSPECTIVE

2007-08-15T06:13:00.000-07:00

We are seeing a slight hike in oil prices, about to $73 a barrel….this due to fears of a major storm strike in the Gulf of Mexico petrochemical & oil facilities.

But these are probably short-term rises….what prediction can we make on a long term…say 2-3 years ?

I’d say a very, very steep hike.

The reasons are:

The crisis in the Middle East show no signs of declining. In fact, they are escalating. The relation of quite a few oil consuming countries with Iran is deteriorating.

Then, there’s a nexus between some OPEC countries like Venezuela, Iran with China & other consumers…..this would cause a lot of jitters in Western & Far East capitalist countries.

Gasoline consumption of developing countries like China & India are increasing exponentially.

Russia has overtaken the U.S. to be the second largest oil producer….and Gazprom is . Russia is flexing its muscles, and seems to be on a trade agreement with anti-capitalist allies.

And lastly, the MOST IMPORTANT FACT :

THE GLOBE IS RUNNING OUT OF OIL………some predict we have oil only till 2050….and by 2015 there would be a shortfall of 25%

It is a corollary of the Hubbert Peak of Oil Production.

So, my prediction is…..fear will drive the oil prices sky high.

SO THIS MIGHT BE JUST THE RIGHT TIME TO BUY THOSE OIL STOCKS…

THE COMING PANDEMIC & THE THREAT OF HUMAN EXTINCTION

2007-05-31T08:56:00.000-07:00

As we are relying more and more on antibiotics, modern medical marvels, IMHO…we humans, the hairless apes who are now dominating this Blue Planet….are living on an “artificial life support system”.

This might sound shocking to you, but many experts agree this is the TRUTH.

Look around us……observe closely those “inferior” creatures who are around us – starting from the domesticated animals to the creatures of the wild.

Let’s say, bird flu or a dangerous strain of the ebola virus hits us.

WHO DO YOU THINK HAS A BETTER CHANCE OF SURVIVING?

The so-called “inferior” animals, through millions of years, developed a robust immune system…..they have been through hundreds of such bacterial & viral outbreaks…..the weakest have died in the beginning….much the stronger ones have survived.

Now, they are much equipped to fight off a pandemic like the Bird Flu. Sure, millions would die. But the majority will survive.

But, I don’t think humans have much chance.

Man of today, though much advanced in his “cranial capacity” is, from a biological point of view, a much poorer specimen than the Man of, say, 10,000 years back.

I think, the viruses & bacteria, under attack from our antibiotics & modern medical armament, are constantly mutating….more & more DEADLIER versions are coming up…and they will win……EVENTUALLY.

Let me turn around that famous quote “Life will find a way” from Jurassic Park, and reframe it in this way…..

“ The Microbes will find a Way”

Here’s a few facts:

Man has been around for some 2 million years.

Scorpions are thriving for 425–450 million years…

Spiders have been around for 400 million years…

Turning to more aesthetic creatures, the true cats were there 30 million years ago…

Long Term Market Prospectives

2007-05-08T04:06:00.000-07:00

Though quite a few are pessimistic about the long-term prospects......I think you can buy quite a few blue chips...Google included

GROWTH OF GOOGLE…..

2007-04-07T12:34:00.000-07:00

Google is set to be the greatest software giant mainly because of its vision.

We are witnessing a paradigm shift in computing, I.T. , ITES & the media. In the future, most of our computing / I.T activities will be on the Net. The success of Google has been due to its ability to understand this trend.

We bloggers are one example of the media shifting towards the Net. So, obviously, the advertisers are also shifting towards this new medium, from TV’s, movies & other channels of entertainment. We already have online videos, courtesy Youtube. There will be more CONVERGENCE.

Then, of course, there is the legendary Search Engine, which is now dominated by Google. In the future, more complex SQL facilities/parameters should be added to refine searches. Maybe, we might be able to query information FROM MULTIPLE WEBSITES into a COMPOSITE RESULT.

We already have some of these…like Google News, Google Groups, University, Scholar Search, Book Search.

We are also hoping for acceleration of the process of ONLINE PUBLISHING……Google already has a headstart…blogging is just the start of a REVOLUTION.

There are also useful applications like Docs & Spreadsheets which can be incorporated.

Then, take GOOGLE EARTH. IMHO, this is probably one of the greatest achievements on the Net. We have the entire globe at our disposal. I hope more & more LAYERS OF INFORMATION are added. After all, “a picture tells a thousand words”. With more R & D, this layman’s GIS will GROW…..

We hope Google adds querying facilities to Google Earth. It can, potentially, be the growth of the greatest software of this century. THEORETICALLY, you can put ALL THE DATA OF THIS GLOBE INTO THIS SOFTWARE. It could also be glimpses of real-time, with updates.

We should also have TOTAL DEMOCRACY FOR PROGRAMMERS....

Let’s say some software giant wants to fix it’s Operating System bug….It’ll post the problem it’s having, with some PRIZE MONEY OFFERED FOR SUCCESSFULLY FIXING THE BUG…..Programmers can dump their codes into an EVALUATION STORAGE of the SOFTWARE GIANT FACING AN O/S BUG…..the guy(or team) whose code(s) fixes the bug gets the PRIZE MONEY OFFERED. This’ll also save the company a huge amount of money.

FALL OF THE SENSEX & OTHER GLOBAL MARKETS

2007-03-28T00:16:00.000-07:00

We have been witnessing the fall of global stock market indices, besides sharp falls in the Sensex.

This can be attributed to GLOBAL FACTORS + LOCAL FACTORS + MASS PSYCHOLOGY (call it “domino effect”).

Global factors……The Dow witnessed sharp falls a few days back…this was due to “bad lending” by sub-prime lenders….causing panic globally. Of course, if they fail, the lenders’ / banks / financial institutions might be in a mess…… So the Dow fell….)

Second factor was markets were overheated.

This led to Dow witnessing falls of around 2% & falls in the Pacific Rim Countries’ markets…fall on 14 March was Nikkei 225 (2.92%), Shanghai Composite, Sensex(3%), Sydney's S&P/ASX 200 (2.1%), Singapore's Straits Times(3.17%), S.Korean Kospi,(2%), Hong Kong's Hang Seng (2.8%)…..

Now let’s turn to the SENSEX.

It had touched a high of 14,500 in January 2007 & was expected to reach 15,000 + within March.

But then it started having mini crashes. It was going down to 12,500 ‘s, bounced back…people were optimistic….

But today it is down again at 12,900…..& the pundits were saying it should have been 16,000 + by this time (they were making this prediction in January)….

???Why this crash....

First of all, we're overly spooked by the GLOBAL FACTORS.....

But mainly.....

The SENSEX is witnessing a general MELTDOWN because of inherent weaknesses…..this had been previously warned by major market analysts…Merill Lynch, S&P, etc.

…….will be exploring LOCAL FACTORS & weaknesses of the Indian market next blog

;-) It’s not that weak…I should say 11,000 is the best “support level”.

Future Political Destabilization in India?

2007-03-05T23:15:00.000-08:00

Recent assembly elections were held in Uttarakhand, Punjab & Manipur. The result? The Congress lost power in Uttarakhand & Punjab, but held on to Manipur. Now what does that mean?

Anti-incumbency was not the only cause. The underlying reason was the failure of the state governments on the economic front.

Price hikes of 9% (real value)…not talking of Consumer Price Index or Wholesale Price Index, only. WPI & CPI do not reflect real inflation. This over a sustained period of time caused angst among the voters.

The UPA government came to power in May 2004 highlighting failure of the NDA on the rural front. So obviously, there was great expectation amongst rural voters. But Congress failed miserably managing this front. So, in the Assembly elections rural voters went the BJP way.

In the urban areas, the UPA lost due to rising unemployment & rampant administrative corruption.

So, what does this project?

The coming U.P. elections are going to be a bad for the Congress also.

Remember, Congress has only 145 out of 543 Lok Sabha seats. It is artificially “supported” by the Communists, Samajwadis & most importantly other regional parties.

The Communists would come in a collision course with Congress due to differences in economic policy.
The Samajwadis are already in conflict with Congress after withdrawal of support in U.P.
The major blow would be the non-support of regional parties of South India, especially Tamil Nadu. (where also Congress is becoming unpopular).

The magic figure is 273…halfway of 543.

Communists are “blackmailing” the Congress.
SP has withdrawn power. After U.P., it will definitely never give support.
The key lies with the regional parties. DMK+ has a huge number of seats. If they decide they can get better governance with the BJP in centre, it can withdraw power. Or at least threaten to.

Which means…..UPA can fall short of 273

The key lies with DMK+……if they withdraw, the Left Front do not have the numbers to prop up the government.

The present government falls. Another mid-term elections…..

But this scenario is based on many “if-what” scenarios……it’s difficult to predict a total fall.

But I’m 100% sure, Congress would be in severe pressure for the next 2 years it is in power in India. (till May 2009 Lok Sabha elections, that is)

Fall and Rise of the Communist Blocs

2007-02-02T04:14:00.000-08:00

1990’s saw the fall of the much touted Soviet Union.

The free-market driven countries heaved a sigh of relief. But they made a mistake of not aiding the fallen satellite communist countries of the Soviet Bloc.

Then came 9/11 & the rise of the Islamic fundamentalists.

Right now, the democracies of the world are making another great mistake. They are concentrating almost 90% of their energy & resources in the “War on Terror”.

THE RESULT : Totalitarian China has risen exponentially. Russia is also much stronger. Human rights in such totalitarian regimes are abysmal.

Not to speak that China is responsible of wiping out an ENTIRE SPECIES - Panthera Tigris …( the tiger ).

All we can do is just sit & watch….switch the channel, maybe ?

And maybe just watch with concern when Kim of North Korea when he fires one of those Taepodong II missiles ?

??? Why are the democracies of this world afraid to tackle the main problem, the main threat ?

Time to remember that old proverb …….“A stitch in time saves nine “

Middle East Oil …..”closed circuit phenomenon” ?

2007-01-04T06:48:00.000-08:00

Thanks to the IMMATURITY of the Bush Administration, it seems the Midlde East is headed towards further destabilization. Such things would have been unthinkable during the Clinton-Gore administration.

What can be real threatening is what I call the “closed circuit phenomenon". It is a frightening scenario. The OPEC countries can shut out a significant part of the democracies, & trade oil to dictatorial countries.

Put in together Saudi Arabia, Iraq, Gulf States, Iran, Indonesia, Venezuela. They hold 80%+ of the oil. What they do is start trading with Russia, China & other dictatorships.

Democracies like India, Taiwan, Japan (the list goes on) are totally helpless in such a scenario, as they do not have sufficient reserves.

YOU HAVE A TRUE NIGHTMARE SCENARIO.

DISTURB NATURE, AND IT WILL DISTURB YOU

2006-12-27T00:22:00.000-08:00

I must turn to the sad state of the environment. The major issues brought about by the activities of the human race are : deforestation, systematic killing of wildlife species, fossil fuel emissions, “artificial management of ecosystems”, population boom, etc.

Deforestation rates in rain forests is at an alarming rate, and you must remember that these are “ecological hotspots”. One strategic species goes missing from the system, and it can endanger a whole ecosystem web.

Tigers, snow leopards & countless key species are on the verge on extinction, thanks to the Chinese & others. They beam “If the buying stops, the killing will also”, but stopping the buying is actually a low priority in the minds of the people in power.

Mankind is worried only about Global Warming, because we think it’s the way Nature will strike us. Of course, hurricanes can eliminate thousands, tsunamis can decimate hundreds of thousands, but Nature can strike in innumerable ways.
& I’m not talking only of bird flu killing off just a few millions. BE WARNED….

Humans are making big bucks artificially managing ecosystems, introducing one species to offset other species exponential population growth. It is amusing to see developed countries like Australia obsessed with this, now targeting feral cats.

Rule # 1 of the Natural World : It is impossible to control Nature by one who is a sub-set of Nature itself.

But of course, the greatest threat is the population explosion, and you can thank the antibiotics for that. India seems to be in a mad frenzy to beat the others, followed by quite a few countries. They don’t address the issue because of vested interests.

The only solution is to have responsible people like Al Gore at the helm of the leadership in quite a few strategic countries. Unless politicians take initiative, the problem of Global Warming cannot be addressed. We, the common people, environmentalists, wildlife activists, etc have been trying for changes for decades, but the reality is : we’re losing.

Another factor is the participation of rapidly developing countries who are rampantly destroying their vegetation & other natural resources for a few yuans more. China leads the list of rogues, being responsible for the destruction of a keystone predator species, the tiger. Other countries like Brazil are also cutting down on the ecological “hotspots” of the Amazon Rain Forest where most of the biodiversity is concentrated. India’s role is also unsatisfactory.

That is why visionaries like Al Gore, Maneka Gandhi are needed at the helm of affairs. I believe a miniscule percentage of the human species really care about the environment, but still proper networking & unity amongst them can turn things around.

However, much as our species think itself invincible due to its cranial capacity…….I believe NATURE WILL STRIKE BACK….(it has already begun in a very small way, it is amusing to see how we are already alarmed). In future, I will dwell in details on the scenarios of Nature’s Revenge.

Oncoming War : A Closer Look

2006-12-17T07:39:00.000-08:00

As of today, what's going on, folks?

CUBAN MIS(HAP) CRISIS : Not the Missile crisis of the '60 s......but, it seems more hardliners are coming in, Raoul & all. What does it mean : more headache for the US, Canada, etc. B'coz it means Venezuela, Mexico & some other Latin American countries are going to join the party... What it means is: more OIL CRISIS, because of Venezuela....start investing in DOMESTIC OIL STOCKS, because Oil Companies that depend more on overseas oil basins are IN CRISIS.

CHINA FACTOR >> "Dumping" of market goods through "artificial price control" will happen bigtime. The target: European markets + N. American markets. Now, these goods are mainly consumer goods ( categorically textiles, electronics, etc.). This will depress the consumer stock markets....You should get out of these within 1 year. At the same time buy into Steel & Cement because of construction going on in China & India.

War Escalation & Rising Stocks

2006-12-16T08:13:00.000-08:00

As things look of now,

CONFLICTS WILL ESCALATE

Let's look at the threats first....
then look at how the Free World will react.....
& what it means to the stock market

A. THREAT FROM THE COMMUNIST BLOCs

The Communist bloc of countries have gotten a breather after 9/11. As the capitalist powers are engaged in fighting the War on Terror, China is becoming more & more stronger. There will come a time when Chinese expansionism will come in direct conflict with the interests of the Free World. I'm not talking of mere market squabbles. There is bound to be conflict.
Some Chinese allies (N.Korea & others) will take the opportunity. Or rather, they are already flexing their muscles...Taepodong ICBM missiles & what not. But then, these are basically monor compared to Threat
Russia. The capitalist countries should remember that a large part of their nuclear arsenal is still at large.
The other rising Latin American communist blocs, like Cuba & Venezuela. Some other socialist countries are already opposing

B. THREAT FROM THE ISLAMIC FUNDAMENTALIST FORCES

The Taliban is regrouping in Afghanistan Central Asia. The Western Baluchistan & NWFP areas of Pakistan are virtually run by them. As experts agree - another 9/11 scale attack is not a question of if, but when ?
Iraq/Syria/Mid East Sunni powers have aligned with Islamic fundamentalist forces
The Rise of the Shia Crescent. Iran, S. Iraq, Syria through to Lebanon. Not to speak of Iran going nuclear.

HOW THE FREE WORLD WILL REACT

Further terrorist attacks on Western & other capitalist powers will follow, FIRSTLY from the Islamic fundamentalist powers. This will definitely mean counter-attacks by USA & its allies. Nuclear confrontation cannot be ruled out, from either side.

Severe oil price hikes will follow

The Communist Bloc will act opportunistically. Their PRIMARY OBJECTIVE would be to cripple the capitalist market, through "dumping", "artificial price control" or othe means

? STOCK MARKETS :

Overall the indices will act see-saw. Not the trend you are familiar with today. But some stocks will rise after the initial see-saw.

Defence stocks. Their rise will be inevitable. Look into companies specializing in these sectors : companies associated with nuclear technology & missile components, suppliers of missile components & aero-defence, imaging & other surveillance companies

Oil stocks. After initial see-saws, they'll rise.

Steel & cement/infrastructure : Construction follows destruction, remember

AVOID : Fast Moving Consumer Goods Stocks, any stocks associated with spending.

REASON : Consumer spending/confidence will decrease

Next, I'll go into DETAILS of future conflicts, theatre by theatre. As well as how the markets will act.

I'll sometimes focus on the present geopolitical scenario, or what's a blog ;-) ?

Emerging Market Players

2006-12-14T20:52:00.000-08:00

In these times of change, let us look at some sectors.

INFORMATION TECHNOLOGY :

We are evolving more & more towards a networked society. Where knowledge is shared, so that maximum utilization can be made.

I guess you can put your money on companies that are harnesing the potential of the Net, such as Google. The success of the search engine was just the start. Now one has a whole gamut of services, be it news, blogs, books, open source codes, photo organisers....

But the real stunner, to some, is Google Earth. You can travel to almost any part of the globe (it's like taking a free chopper ride, I'd like you guys to explore the river valleys of the Himalayas, or the Andes)....There seems to be a "gold mine" of Geo-spatial Information still hidden...

Google Earth will evolve, value additions will take place through merging GIS applications, as well as "real time" globe scanning, imagery intelligence, town-planning, etc.

Think of the potential :

You want to take a hike in the Himalayas, let's say to Pindari Glacier during the monsoons....log on to Google Earth RealTime, zoom in ...see if it's raining in there, see if there is any landslide before Dwali or not cutting the trekking route.

A dam with hydel power capacity needs to be built across a river. Civil engineers can study the flow variations in "real-time" for a more effective construction.

CONVERGENCE . It’s the next big thing. You got PCs, mobiles, PDAs, TVs, so on….it’s just become too complex. We all want a SINGLE GADGET, & the companies are funding in for a One Stop Solution. As end – users, we just need ONE THING, not a million gadgets. Now, we ARE moving towards convergence. Your mobile is getting to look more and more like a PC, and vice versa. But, the billion $ question is: which companies are the nearest to the ONE GADGET ?

Nobody is really sure on that. But look around, do your R & D, and I hope you can find the dark horse that wins the race.

All I can say is, it’s going to be a company that you’ve probably not heard of.

Global Opportunities / Global Crisis

2006-12-14T05:07:00.000-08:00

We are heading towards a global crisis....to deny it would be to deny Reality.

Bird Flu, Pandemics, Oil Shock, the ongoing wars .....to name a few.

The global stock markets will respond to these crises. For us, a proper market analysis will mean an understanding : When to buy (when others cry)....& when to sell (when others laugh)...

Oil Shock is coming.....imagine the potential of a fledgling company "patenting" a viable alternative energy source ?

HOWEVER, PURPOSE OF THIS BLOG IS MAKING PREDICTIONS....BASED ON PURE NEUTRAL ANALYSIS