News , Views and More

Great speech by Steve Jobs , Inspirational & touching.
This guy is larger then life .

Cool video on how we live our life , looks like it is pretty much programmed .

Since new year is knocking so as a ritual decided to have following resolutions / policy for investment .

1. Will keep the shares of “A” listed companies for minimum 2 years.
2. Will track few companies across sectors then all the companies in all the sectors.
3. If I conclude a share is a good buy , then will buy the share instead of waiting for it to drop more.
4. When in confusion and with a impulse of buying will buy only in IT or Reliance shares .
5. Work on a principal that “No Loss is a good profit”.
6. Will never loose faith that Indian economy will continue to rise in long term.

Let’s hope I keep this for long .

List of best IPO returns in 2006 , missed all the best ones , but bought best performing worst one .

Indus on Nyoma- Loma road (Ladakh), originally uploaded by Gps1.

One of the best shot from flickr , It is quite amusing to that most of the beautiful shots at Flickr are from Ladakh .

Reliance Communication has officially come into fray with Anil Ambani making intentions public , it is going to be a interesting race between Ruia’s , RCOM and others .
With Hutch stating that they wont accept bid less then 14B $ , lets see who comes on top. Most interesting aspect is share of RCOM is on 52 week high , normally shares of company acquiring falls , it explains that shareholders see clear value in the deal and future of Indian telecom market.

Video of Reliance Jamnagar Plant , numbers quoted and issues faced during the project are staggering and shows the project management skills and perseverance of Ambani’s , bit long but great.

Hat’s off to the people involved.

Guru promo , looks like going to be a good movie , hope Mani Ratnam and Abhishek do justice to legend Dhirubhai .

This cartoon explains how Chinese are helping Indians

With India Retail market set to explode and is already pegged at 300 Billion $ , it will be interesting to see which IT companies will gain the most , worldwide retails companies allocate 7% of budget on IT so the opportunity for IT players will definitely run into billions (still looking on the actual numbers) .
My guess is companies like Oracle , SAP which has products in the area of SCM will gain along with companies like IBM , Infosys , Wipro , TCS , Satyam with there competencies in implementing these packages.
Bharti has already shown the way by outsourcing there telecom backoffice work to IBM that it pays to do so , lets see if they take the same path in there retail ventures.