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Perspectives
Archive
everything else
global perspective
india policy & government
indian economy
value investing
Uncategorized
everything else (8)
Date
Title
Comments
Rating
2019-05-15
The Housing Opportunity in India
2
4.8
2016-09-26
Voluntary Suspension of Disbelief
0
3
2016-01-05
The Lonely BRIC
0
5
2013-05-20
Vacation Chronicles
0
5
2013-03-09
Pratik Sharma to speak at Family Office Insights/ Thompson Reuters Hedge World East April 3-5, 2013, Boston MA
0
None
2011-06-27
Optimists Will Inhert The Earth
0
None
2011-02-22
Vipassana meditation changed my life
0
None
2010-12-16
Data Visualization of World Friendships
0
None
global perspective (15)
Date
Title
Comments
Rating
2017-10-26
Video Blog: Rahul Saraogi Examines India's Emerging Economy
1
5
2017-06-15
Missing the Forest for the Trees
0
4.2
2017-05-03
Systemic Risk from Passive Investing
1
3
2017-03-22
Indian Infrastructure - A decade in the making
2
5
2016-03-09
A Train Wreck in Slow Motion
0
5
2015-12-21
Chinese Overcapacity is Everyone's Problem
0
3.1
2012-10-31
Where Has All The Risk Capital Gone?
0
None
2012-09-06
Frontier Market Investing
0
None
2012-06-05
Fear Of Debt
0
None
2012-05-29
Exxon Energy Outlook 2040
0
None
2012-05-01
Live Tweeting From Omaha
0
None
2012-04-13
Transformational Impact Of The US Energy Boom
1
None
2010-12-16
China’s listed banks still at behest of state
0
None
2010-07-27
From West to East – HSBC Global CEO
0
None
2010-05-11
European endgame
0
None
india policy & government (13)
Date
Title
Comments
Rating
2019-05-15
The Housing Opportunity in India
2
4.8
2018-02-26
The Opportunity in Indian Government Owned Banks
12
4.7
2017-10-26
Video Blog: Rahul Saraogi Examines India's Emerging Economy
1
5
2017-08-18
Electronics Manufacturing in India and the Import Conundrum
6
4
2017-06-15
Missing the Forest for the Trees
0
4.2
2016-06-20
Raghuram Rajan’s Exit and the Indian Economy
0
5
2016-01-28
Making Mistakes
0
None
2013-05-01
Between A Rock And A Hard Place
0
None
2013-03-24
Enemy Of The State
0
None
2012-09-10
Government Intervention And Black Markets
0
None
2012-07-25
Why The President Will Matter In 2014
0
None
2011-11-24
Federalism, Populism And Policy Making
0
None
2011-09-03
Scanning 2.4 Billion Eyes, India Tries to Connect Poor to Growth says NY Times
0
None
indian economy (29)
Date
Title
Comments
Rating
2019-05-15
The Housing Opportunity in India
2
4.8
2018-02-26
The Opportunity in Indian Government Owned Banks
12
4.7
2017-10-26
Video Blog: Rahul Saraogi Examines India's Emerging Economy
1
5
2017-08-18
Electronics Manufacturing in India and the Import Conundrum
6
4
2017-06-15
Missing the Forest for the Trees
0
4.2
2017-03-22
Indian Infrastructure - A decade in the making
2
5
2016-06-20
Raghuram Rajan’s Exit and the Indian Economy
0
5
2016-03-09
A Train Wreck in Slow Motion
0
5
2012-08-06
Educating India
0
None
2012-07-24
Rural India – An Emerging Powerhouse
0
None
2012-06-19
Unleashing A Manufacturing Boom In India
0
None
2012-05-15
Occasional Monsoon Failures Are Necessary
0
None
2012-04-13
It Is All About The Soft Infrastructure
0
None
2012-03-23
Ecosystems, Clusters and Supply-Chains
0
None
2012-03-15
Outlook For The Indian Rupee
0
None
2012-02-13
Jumpstarting Is Essential
0
None
2012-01-24
Open Access In The Indian Power Sector
0
None
2012-01-23
Indian Statistics And The Black Economy
0
None
2012-01-13
Energy Opportunity In India
0
None
2011-10-21
The Business Cycle Is Not Dead
0
None
2011-10-21
Insufficient Investment Fuels Inflation in India
0
None
2011-08-26
Indian Interest Rates Have Overshot
0
None
2011-08-26
Generational Change
0
None
2011-07-25
India’s Goods and Services Tax (GST) will be a game changer!
0
None
2011-06-28
Outlook For Indian State Run Banks Beginning To Sour
1
None
2011-06-09
The Challenge Of The Small Indian Business
0
None
2011-03-03
Relative Prices versus Inflation
0
None
2011-01-10
India is not built for visitors
0
None
2010-05-22
The real economy is fractured!
0
None
value investing (46)
Date
Title
Comments
Rating
2018-02-26
The Opportunity in Indian Government Owned Banks
12
4.7
2017-05-03
Systemic Risk from Passive Investing
1
3
2016-09-26
Voluntary Suspension of Disbelief
0
3
2016-01-05
The Lonely BRIC
0
5
2013-05-22
Who Cares, Yeah But And So What?
0
3
2013-05-21
The Feeling Of A Full RESET
0
4
2013-04-27
Patience And Investing
0
5
2013-03-24
Money Lying On The Sidewalk
0
None
2013-03-12
Value Investing In India Is Dead !
1
2.4
2013-02-24
Unintended Opportunities
1
None
2013-02-24
The Invisible Carnage in the Indian Markets
0
None
2013-02-20
Value Investing Congress Las Vegas, May 6 & 7, 2013
0
None
2012-12-01
Green Shoots
0
None
2012-10-15
Investing In Indian Infrastructure
0
None
2012-09-29
VALUEx India On 3rd November In Mumbai
0
None
2012-08-29
Size Of Opportunity Matters
0
None
2012-07-18
Commodities, Windfalls And Capital Misallocation
0
None
2012-06-22
Waiting For Godot
0
None
2012-06-22
India Is The Only One
1
None
2012-05-24
Revisiting January 2007
0
None
2012-05-21
What Is Making Money?
0
None
2012-05-02
Rahul Saraogi on The Manual of Ideas
0
None
2012-04-20
Making Time Your Enemy
0
None
2012-03-26
It Does Not Have To Be Exciting
0
None
2012-02-24
Scalability Is Not Accidental
0
None
2012-02-16
Invest Based On Facts Not Opinions
0
None
2012-02-08
Return On Capital Matters
0
None
2011-11-24
VALUEx India
0
None
2011-11-24
Value Is Not In The Eyes Of The Beholder
0
None
2011-11-24
The Indian Rupee And Its Discontents
0
None
2011-10-27
Pharma opportunity in India
0
None
2011-10-24
Democracy and Investing Culture
0
None
2011-10-21
VALUEx India on November 7-9, 2011
0
None
2011-09-20
Investors are like deer in the headlights
0
None
2011-08-26
Fatigued !
0
None
2011-07-25
Everyone is an Efficient Market Theorist!
0
None
2011-07-21
Micro Versus Macro Investing
0
None
2011-06-14
Value Investing Seminar, Italy
0
None
2011-05-05
Value Investing Congress Update
0
None
2011-04-21
Value Investing Congress
0
None
2011-03-17
The Importance of Developed Financial Markets
0
None
2011-03-03
Howard Marks (Oaktree) Memos Treasure Chest
0
5
2011-02-28
Howard Marks of Oaktree on Risk and Volatility
0
None
2011-01-19
ValueX Zurich/Klosters around WEF Davos
0
None
2010-06-02
Seth Klarman video
0
None
2010-04-19
Complacency
0
None
Uncategorized (1)
Date
Title
Comments
Rating
2010-11-14
Volatility does not equal risk
0
None
Total
97 posts
29 comments
59 raters
Perspectives
Recent Posts
The Housing Opportunity in India
The Opportunity in Indian Government Owned Banks
Video Blog: Rahul Saraogi Examines India's Emerging Economy
Electronics Manufacturing in India and the Import Conundrum
Missing the Forest for the Trees
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