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mack
Groupie
Joined: 16/Jun/2009
Online Status: Offline
Posts: 57
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   Posted: 11/May/2010 at 1:55pm |
Originally posted by chaudhuris
On corporate transparency our home grown companies are mostly the PITS. |
whats PITS ?
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Progress isn't made by early risers. It's made by lazy men trying to find easier ways to do something
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funkyappu
Senior Member
Joined: 06/Jun/2009
Location: Angola
Online Status: Offline
Posts: 445
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Posted: 11/May/2010 at 2:00pm |
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Perhaps.....KHADDA...
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chimak10
Senior Member
Joined: 30/Aug/2007
Location: India
Online Status: Offline
Posts: 1540
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Posted: 11/May/2010 at 4:40pm |
Well first of all RJ's Father Was I.T. Commissioner of some sort  So all the stories of him started out with Rs 5000 is just a fable.
Now see why i love RJ most is because he started out in a financial position which we all are. No body is going to lend to us money for investing or for partnership. He played in stock via F&0 ( Badla Market at that time )he leveraged himself to ying yang. He did everything which we have to do for building our capital.
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prabhakarkudva
Senior Member
Joined: 16/Jan/2008
Location: India
Online Status: Offline
Posts: 1624
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Posted: 11/May/2010 at 4:46pm |
With all due respect,I think RJ is a Black Swan  His success is a combination of opportunity,luck and knowledge/skill coming together at the same time.That just means that although we can try to emulate his skills by constant practice and experience in the markets we might not be able to emulate the end result that is RJ.
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Take your chances and keep them in a box until a quieter time.
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wiseowl
Senior Member
Joined: 04/Mar/2009
Online Status: Offline
Posts: 295
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Posted: 13/May/2010 at 1:35pm |
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Buffet likes to buy substantial stakes in "easily identifiable princes at toad-like prices". Some or all of these conditions could not be met in Indian markets so far, even though liberalisation was started in 1991. It is very unlikely that he has just not looked at India so far. Many of his US purchases were made after a very long wait-and-watch even though investment restrictions there are much more relaxed as compared to India. He is very cautious in his approach. Whether he is visiting India for investment or philanthropy, it is bound to have a much wider impact.
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You alone are responsible for your actions.
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yogishkamath
Senior Member
Joined: 28/May/2009
Location: India
Online Status: Offline
Posts: 110
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Posted: 13/May/2010 at 3:08pm |
Originally posted by LearningToFly
Originally posted by yogishkamath
Indian companies wipe the floor with Chinese ones when it comes to RoE. Chinese companies return about 9-10% while Indian companies return about 21% on average. That is why India keeps growing at 8-9% despite having only a 30% savings rate and relatively low levels of foreign investment while China has a 50% savings rate and massive amounts of foreign investment but still grows only about 1-2% faster. |
Check your data Yogish. If you look at India's growth from 1980-1990, 1990-2000, and 2000 onwards, the rate is 5.5%, 5.8%, and 7.5%. The figure of 8-9% is very recent (may be 2008 onwards).
China maintained dounble digit growth since 1980.
In fact, if you look at Indian growth rate from 1980 to 2006, it is less than 5% CAGR while Chinese growth in the same period has been better than 8%. |
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yogishkamath
Senior Member
Joined: 28/May/2009
Location: India
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Posts: 110
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Posted: 13/May/2010 at 3:09pm |
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I wasn't talking about growth rates, but of return on equity.
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vivekbhauka
Senior Member
Joined: 06/Jan/2010
Location: India
Online Status: Offline
Posts: 171
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Posted: 13/May/2010 at 10:13am |
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he will buy dish tv's of the world.
he will buy into those stocks which are india centric else he can buy any other commodity stock worldwide.why come to india.
his focus will be indian stocks with indian consumption and those global indian companies which can clearly give the golbal companies competition on low cost model.thats simple.
dish tv etc pure indian play.compare them with same business in usa...ecostar etc etc...and see market cap difference.huge.
sbi cant be replaced elsewhere in world.any co that can consume natral resources of india.telecom cant be replaced.some property stocks.could not be replaced.u cant import land .hence as income levels increase people will buy land costlier.
these are basic themes.and with management by his side he can be better off.even parasnath can give and earn money to him,not us.titan can give money to rj not us.its because management is with them.
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