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	<title>Welcome to Your World of Markets &#38; Economy</title>
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	<link>http://vinittulsyan.wordpress.com</link>
	<description>A different, practical and no-nonsense perspective to understand this complex world...</description>
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		<title>Welcome to Your World of Markets &#38; Economy</title>
		<link>http://vinittulsyan.wordpress.com</link>
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		<item>
		<title>Sensex 15,000 &amp; Nifty 4,800 by March, or may be lower a real possibility&#8230;.</title>
		<link>http://vinittulsyan.wordpress.com/2011/02/09/sensex-15000-nifty-4800-by-march-or-may-be-lower-a-real-possibility/</link>
		<comments>http://vinittulsyan.wordpress.com/2011/02/09/sensex-15000-nifty-4800-by-march-or-may-be-lower-a-real-possibility/#comments</comments>
		<pubDate>Wed, 09 Feb 2011 08:42:22 +0000</pubDate>
		<dc:creator>vinittulsyan</dc:creator>
				<category><![CDATA[Markets and Economy]]></category>

		<guid isPermaLink="false">http://vinittulsyan.wordpress.com/?p=377</guid>
		<description><![CDATA[My confidence on Markets moving lower strengthening day by day. Till now markets were/are trying to deal with Internal Problems i.e. Corruption, Inflation, Interest Rates, Fiscal Consolidation, Poor spending etc., and now in my opinion, these continuing issues coupled with an increased debate of QE2 withdrawal in US and expectedly a small rate hike subsequent [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=vinittulsyan.wordpress.com&amp;blog=6789082&amp;post=377&amp;subd=vinittulsyan&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<item>
		<title>Indian Pharma – Real Excitement yet to begin – Who’s next</title>
		<link>http://vinittulsyan.wordpress.com/2010/05/24/pharma-%e2%80%93-real-excitement-yet-to-begin-%e2%80%93-who%e2%80%99s-next/</link>
		<comments>http://vinittulsyan.wordpress.com/2010/05/24/pharma-%e2%80%93-real-excitement-yet-to-begin-%e2%80%93-who%e2%80%99s-next/#comments</comments>
		<pubDate>Mon, 24 May 2010 05:33:04 +0000</pubDate>
		<dc:creator>vinittulsyan</dc:creator>
				<category><![CDATA[Markets and Economy]]></category>

		<guid isPermaLink="false">http://vinittulsyan.wordpress.com/?p=349</guid>
		<description><![CDATA[Abbott Laboratories did not mind paying 9x sales (US$ 3.72 billion) to acquire Piramal’s core business of domestic formulations. Earlier Daichi did not mind paying ~5x sales to acquire majority in Ranbaxy. The question arises that why will these large multinationals pay exorbitant prices to acquire assets. The rationales in my mind are absolutely simple. [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=vinittulsyan.wordpress.com&amp;blog=6789082&amp;post=349&amp;subd=vinittulsyan&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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		<title>Tumbling Markets &#8211; A Different Perspective</title>
		<link>http://vinittulsyan.wordpress.com/2010/05/20/tumbling-markets-a-different-perspective/</link>
		<comments>http://vinittulsyan.wordpress.com/2010/05/20/tumbling-markets-a-different-perspective/#comments</comments>
		<pubDate>Thu, 20 May 2010 19:39:25 +0000</pubDate>
		<dc:creator>vinittulsyan</dc:creator>
				<category><![CDATA[Markets and Economy]]></category>

		<guid isPermaLink="false">http://vinittulsyan.wordpress.com/?p=347</guid>
		<description><![CDATA[I do not know the answer to questions given below, but one thing I say with some degree of certainity that a direction to world markets in the near term will be provided by two events. One being, voting by German parliament on their support for announced Greece Package and the other being US Senate [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=vinittulsyan.wordpress.com&amp;blog=6789082&amp;post=347&amp;subd=vinittulsyan&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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		<title>Indian Telecom Space ‐ Worst yet to be seen – SELL – A different perspective</title>
		<link>http://vinittulsyan.wordpress.com/2010/05/13/indian-telecom-space-%e2%80%90-worst-yet-to-be-seen-%e2%80%93-sell-%e2%80%93-a-different-perspective/</link>
		<comments>http://vinittulsyan.wordpress.com/2010/05/13/indian-telecom-space-%e2%80%90-worst-yet-to-be-seen-%e2%80%93-sell-%e2%80%93-a-different-perspective/#comments</comments>
		<pubDate>Thu, 13 May 2010 22:04:17 +0000</pubDate>
		<dc:creator>vinittulsyan</dc:creator>
				<category><![CDATA[Telecom]]></category>
		<category><![CDATA[2G Spectrum]]></category>
		<category><![CDATA[3G Spectrum]]></category>
		<category><![CDATA[AIRCEL]]></category>
		<category><![CDATA[Airtel]]></category>
		<category><![CDATA[BSNL]]></category>
		<category><![CDATA[Etisalat]]></category>
		<category><![CDATA[HFCL Infotech]]></category>
		<category><![CDATA[IDEA]]></category>
		<category><![CDATA[India 3G Auction]]></category>
		<category><![CDATA[Indian Telecom Industry]]></category>
		<category><![CDATA[License Fee]]></category>
		<category><![CDATA[LOOP Mobile]]></category>
		<category><![CDATA[Mr. A. Raja]]></category>
		<category><![CDATA[MTNL]]></category>
		<category><![CDATA[MTS]]></category>
		<category><![CDATA[Reliance Communication]]></category>
		<category><![CDATA[S.Tel]]></category>
		<category><![CDATA[Shyam Tel]]></category>
		<category><![CDATA[Spectrum Fees]]></category>
		<category><![CDATA[Spice Mobile]]></category>
		<category><![CDATA[Tata Docomo]]></category>
		<category><![CDATA[TATA Indicom]]></category>
		<category><![CDATA[Tata Teleservices]]></category>
		<category><![CDATA[Telecom Minister]]></category>
		<category><![CDATA[TRAI]]></category>
		<category><![CDATA[Uninor]]></category>
		<category><![CDATA[VAS]]></category>
		<category><![CDATA[Verizon]]></category>
		<category><![CDATA[Videocon]]></category>
		<category><![CDATA[Virgin Mobile]]></category>
		<category><![CDATA[Vodafone]]></category>

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		<description><![CDATA[Telecom stocks have been plunging since last few days, but this has come as little surprise to me. Even before the debate over telecom growth story hitting a road block started, I was convinced that the dynamics in telecom industry has started to change and will worsen going forward, though I was bullish on telecom [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=vinittulsyan.wordpress.com&amp;blog=6789082&amp;post=340&amp;subd=vinittulsyan&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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			<media:title type="html">VT</media:title>
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			<media:title type="html">123</media:title>
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		<title>Greece has helped open the Pandora Box&#8230;Yet for the time being it&#8217;s just a catalyst for Market Repricing &#8211; as Dubai was&#8230;</title>
		<link>http://vinittulsyan.wordpress.com/2010/05/10/greece-has-helped-open-the-pandora-box-yet-for-the-time-being-its-just-a-catalyst-for-market-repricing-as-dubai-was/</link>
		<comments>http://vinittulsyan.wordpress.com/2010/05/10/greece-has-helped-open-the-pandora-box-yet-for-the-time-being-its-just-a-catalyst-for-market-repricing-as-dubai-was/#comments</comments>
		<pubDate>Mon, 10 May 2010 05:35:40 +0000</pubDate>
		<dc:creator>vinittulsyan</dc:creator>
				<category><![CDATA[Markets and Economy]]></category>
		<category><![CDATA[Debt Problem]]></category>
		<category><![CDATA[Dubai Crisis]]></category>
		<category><![CDATA[ECB]]></category>
		<category><![CDATA[EU]]></category>
		<category><![CDATA[Euro]]></category>
		<category><![CDATA[Euro Carry Trade]]></category>
		<category><![CDATA[Euro Zone]]></category>
		<category><![CDATA[FED]]></category>
		<category><![CDATA[France]]></category>
		<category><![CDATA[Germany]]></category>
		<category><![CDATA[Gold]]></category>
		<category><![CDATA[Greece Fears]]></category>
		<category><![CDATA[Spain]]></category>
		<category><![CDATA[TREASURIES]]></category>
		<category><![CDATA[US Debt]]></category>

		<guid isPermaLink="false">http://vinittulsyan.wordpress.com/?p=337</guid>
		<description><![CDATA[Greece Fears – Similar fate as Dubai Fears – though will continue for a prolonged period – will again gain momentum when FED starts reversing its policy stance... For the time being – the collateral damage caused by Greece Fears in my opinion is a catalyst for Market Re-pricing... The debt problem will haunt investors big time, which in my opinion will be lead by US and followed by UK…Greece has helped the Pandora box to get open...<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=vinittulsyan.wordpress.com&amp;blog=6789082&amp;post=337&amp;subd=vinittulsyan&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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		<title>HNY:2010 &#8211; Hope all your wishes come true along with one expecation: India to enter a strong prolonged growth zone starting Mid or Late 2010</title>
		<link>http://vinittulsyan.wordpress.com/2009/12/31/hny2010-hope-all-your-wishes-come-true-along-with-one-expecation-india-to-enter-a-strong-prolonged-growth-zone-starting-mid-or-late-2010/</link>
		<comments>http://vinittulsyan.wordpress.com/2009/12/31/hny2010-hope-all-your-wishes-come-true-along-with-one-expecation-india-to-enter-a-strong-prolonged-growth-zone-starting-mid-or-late-2010/#comments</comments>
		<pubDate>Thu, 31 Dec 2009 20:24:25 +0000</pubDate>
		<dc:creator>vinittulsyan</dc:creator>
				<category><![CDATA[Markets and Economy]]></category>

		<guid isPermaLink="false">http://vinittulsyan.wordpress.com/?p=331</guid>
		<description><![CDATA[Early 2010: Dilemma – Fight of this dangerous word called “INFLATION” with regulators Starting Mid or Late 2010: India to enter a strong prolonged growth zone India as an important Emerging Market component is relatively better placed in comparison to its peers but this relatively better position in order to get converted to beautiful positioning [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=vinittulsyan.wordpress.com&amp;blog=6789082&amp;post=331&amp;subd=vinittulsyan&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<title>“DUBAI JITTER ACROSS COUNTRIES AND INVESTMENT AVEVNUES –What, Why, How and What’s Next???”</title>
		<link>http://vinittulsyan.wordpress.com/2009/11/28/308/</link>
		<comments>http://vinittulsyan.wordpress.com/2009/11/28/308/#comments</comments>
		<pubDate>Sat, 28 Nov 2009 09:21:44 +0000</pubDate>
		<dc:creator>vinittulsyan</dc:creator>
				<category><![CDATA[Markets and Economy]]></category>
		<category><![CDATA[Abu Dabhi]]></category>
		<category><![CDATA[Banks Loan in Dubai]]></category>
		<category><![CDATA[Banks Loan in UAE]]></category>
		<category><![CDATA[Dubai]]></category>
		<category><![CDATA[Dubai Crisis]]></category>
		<category><![CDATA[Dubai Debt]]></category>
		<category><![CDATA[Dubai World Debt Maturity Schedule]]></category>
		<category><![CDATA[Dubai World Holdings]]></category>
		<category><![CDATA[Dubai World Portfolio]]></category>
		<category><![CDATA[Emerging Markets]]></category>
		<category><![CDATA[Global Islamic Debt Issuance]]></category>
		<category><![CDATA[Global Middle-East Bond Issuance]]></category>
		<category><![CDATA[Inflaation Risk]]></category>
		<category><![CDATA[Nakheel]]></category>
		<category><![CDATA[Sovereign CDS Levels]]></category>
		<category><![CDATA[UAE]]></category>
		<category><![CDATA[UAE Member GDP]]></category>
		<category><![CDATA[USD]]></category>
		<category><![CDATA[Worlds Biggest Debtor Nations]]></category>
		<category><![CDATA[YEN]]></category>

		<guid isPermaLink="false">http://vinittulsyan.wordpress.com/?p=308</guid>
		<description><![CDATA[In this article I look at “DUBAI JITTER ACROSS COUNTRIES AND INVESTMENT AVEVNUES –What, Why, How and What’s Next???”
	What Happened?
	Holding in Dubai World Portfolil?
	Snapshot of the United Arab Emirates
	Dubai World – The Debt Maturity Schedule - The story is not going to go away easily and immediately…
	World biggest debtor nations
	Global Islamic Bond Issuance
	Largest foreign banks invested in UAE (Loan 2008)
	Drastics change in Sovereign CDS level in last two days
	The Potential Risk (Commercial RE) BUT am confident that there is nothing material in it…
	Markets finding optimism within Dubai pessimism
	Going Forward…

Thanking You,
Warm Personal Regards,

Vinit Tulsyan
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		<slash:comments>1</slash:comments>
	
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		<title>Where are financial markets headed?</title>
		<link>http://vinittulsyan.wordpress.com/2009/11/05/302/</link>
		<comments>http://vinittulsyan.wordpress.com/2009/11/05/302/#comments</comments>
		<pubDate>Thu, 05 Nov 2009 00:40:35 +0000</pubDate>
		<dc:creator>vinittulsyan</dc:creator>
				<category><![CDATA[Markets and Economy]]></category>
		<category><![CDATA[BOND YIELDS]]></category>
		<category><![CDATA[Brazilian Economy]]></category>
		<category><![CDATA[China]]></category>
		<category><![CDATA[Federal Fund Rate]]></category>
		<category><![CDATA[Federal Reserve]]></category>
		<category><![CDATA[FOMC]]></category>
		<category><![CDATA[Gold]]></category>
		<category><![CDATA[IMG]]></category>
		<category><![CDATA[Indian Economy]]></category>
		<category><![CDATA[Indian IIP Numbers]]></category>
		<category><![CDATA[Indian Rupee]]></category>
		<category><![CDATA[INR]]></category>
		<category><![CDATA[Jim Roger]]></category>
		<category><![CDATA[Nouriel Rubini]]></category>
		<category><![CDATA[RBI]]></category>
		<category><![CDATA[SENSEX]]></category>
		<category><![CDATA[USD]]></category>

		<guid isPermaLink="false">http://vinittulsyan.wordpress.com/?p=302</guid>
		<description><![CDATA[In this article I look at:
•	What is currently happening, what has happened in last few days and where are financial markets heading?
•	A little closer look at a flop show by FEDERAL RESERVE (FOMC Statement) and its stance and direction on economy and Interest rates
•	India &#38; Indian central bank (RBI) making headlines all over the world over its GOLD(EN) purchase; my views on what does it mean?
•	Where are currencies of emerging economies (especially India) headed?
•	Nouriel Rubini &#38; Jim Roger Fight: I thought to have my take on their fight with the former predicting that the "mother of all carry trades" is growing and threatening to cause a global implosion, with investors using cheap US dollars to embrace risk will quickly reverse course once the greenback strengthens and the latter saying Mr. Roubini hasn’t done his homework, yet again. 
•	The reason given in this article lead me to believe that what Mr. Rubini is saying is wrong? Well, I am too small to even counter Mr. Rubini’s argument, who was one of the few first to predict the economic collapse. But I believe that US$ might reverse its course against developed world currencies, e.g., EUROZONE, JAPAN etc., in the medium to longer term, but not as much against emerging economies including India. So the question or skeptism about Asset bust all around the globe including emerging economies, I believe seems doubtful. 
•	The reasons given in the article does not let me believe Mr. Rubini’s prediction of everyone closing their shorts on the dollar, selling these risky assets across the world leading this huge asset bubble going into an asset bust”, 
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		<title>The Rally Returns across all investment avenues barring USD</title>
		<link>http://vinittulsyan.wordpress.com/2009/10/29/the-rally-returns-across-all-investment-avenues-barring-usd/</link>
		<comments>http://vinittulsyan.wordpress.com/2009/10/29/the-rally-returns-across-all-investment-avenues-barring-usd/#comments</comments>
		<pubDate>Thu, 29 Oct 2009 23:24:29 +0000</pubDate>
		<dc:creator>vinittulsyan</dc:creator>
				<category><![CDATA[Markets and Economy]]></category>
		<category><![CDATA[Base Metals]]></category>
		<category><![CDATA[Bond Prices]]></category>
		<category><![CDATA[COPPER]]></category>
		<category><![CDATA[Emerging Markets]]></category>
		<category><![CDATA[Equities]]></category>
		<category><![CDATA[GDP]]></category>
		<category><![CDATA[Gold]]></category>
		<category><![CDATA[Indian Markets]]></category>
		<category><![CDATA[INR]]></category>
		<category><![CDATA[MSCI]]></category>
		<category><![CDATA[OIL]]></category>
		<category><![CDATA[Rupee]]></category>
		<category><![CDATA[US GDP]]></category>
		<category><![CDATA[USD]]></category>
		<category><![CDATA[Yields]]></category>

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		<description><![CDATA[US GDP reignites not only equities rally but base metals, precious metals, oil all at the same time...Dollar pulling back after 5 days of winning streak and believe that with good GDP data, it will continue...Rupee less on the back of our strong IIP data but more on unbalanced dynamics in United States will continue to strengthen...commodities to rally further on the back of hope of global economic recovery (steel, coal, alluminium, silver, gold) on the back of now stronger conviction over US GDP to grow by =&#62;3% for 2009, equities after few days of expected rally to move sideways along with occasional upticks (as earning season over and one major macro economic data point out with not not much of day to day trigger left) with positive bias...

Last couples of days were about forced selling, which actually let my confidence shattered that whether I am on the wrong side of the trade but GDP data from US have more than put my confidence back on track. I still continue to believe that all emerging markets (including our own Indian market) Indian markets will continue to move on news coming out of developed market especially US. And what more evidence than the selloff in all the emerging markets (more evident from a drop in MSCI) on the back of pullback in developed market, mainly United States.
 
US stocks rallied as the GDP grew the fastest (3.5%) in last two years against a drop of 0.74 and 6.43% in two previous quarters. GDP growth was mainly fueled by consumer spending, which actually shows off in GDP numbers. The U.S. economy returned to growth in the third quarter after a yearlong contraction as government incentives spurred consumers to spend more on homes and cars. The turnaround in residential investment, which added to GDP for the first time since 2005, was also a bright spot, although it remains to be seen how much of that improvement was linked to government efforts to prop up the housing market.
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		<title>The Chinese (GDP) and Brazilian (2% tax) Effect in Financial Markets across the globe</title>
		<link>http://vinittulsyan.wordpress.com/2009/10/21/the-chinese-gdp-and-brazilian-2-tax-effect-in-financial-markets-across-the-globe/</link>
		<comments>http://vinittulsyan.wordpress.com/2009/10/21/the-chinese-gdp-and-brazilian-2-tax-effect-in-financial-markets-across-the-globe/#comments</comments>
		<pubDate>Wed, 21 Oct 2009 13:12:37 +0000</pubDate>
		<dc:creator>vinittulsyan</dc:creator>
				<category><![CDATA[Markets and Economy]]></category>
		<category><![CDATA[Base Metals]]></category>
		<category><![CDATA[BHP Billiton]]></category>
		<category><![CDATA[BLOOMBERG]]></category>
		<category><![CDATA[BOVESPA]]></category>
		<category><![CDATA[BRAZIL]]></category>
		<category><![CDATA[BRAZILIAN REAL]]></category>
		<category><![CDATA[China]]></category>
		<category><![CDATA[CHINA GDP]]></category>
		<category><![CDATA[Commodities]]></category>
		<category><![CDATA[Dollar]]></category>
		<category><![CDATA[FED]]></category>
		<category><![CDATA[GDP]]></category>
		<category><![CDATA[Gold]]></category>
		<category><![CDATA[IIP]]></category>
		<category><![CDATA[Indian Currency]]></category>
		<category><![CDATA[Indian Economy]]></category>
		<category><![CDATA[Indian IIP Data]]></category>
		<category><![CDATA[Indian Rupee]]></category>
		<category><![CDATA[INR]]></category>
		<category><![CDATA[IRON ORE]]></category>
		<category><![CDATA[LATIN AMERICAN]]></category>
		<category><![CDATA[MOODY'S]]></category>
		<category><![CDATA[REAL]]></category>
		<category><![CDATA[SESA GOA]]></category>
		<category><![CDATA[TREASURIES]]></category>
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		<description><![CDATA[Volatility in equity markets to take centre-stage in coming weeks (coming weeks because CHINA GDP and earning season could provide little more upside to market at-least till the end of earning season) on wake of debate around reversing policy actions, actions by regulators around the globe (especially emerging market) to prevent their respective currencies appreciate [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=vinittulsyan.wordpress.com&amp;blog=6789082&amp;post=288&amp;subd=vinittulsyan&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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