SuperStar Super Movie -

Endhiran Vizha -
Finally the most awaited movie of the year is on screens
the movie more than any thing is an experience the whole shabangs of prepping going and watching the movie, Great feeling --
Check this article -
http://www.slate.com/id/2267820/
Hope you all enjoyed it, never seen this kind of crowd for a tamil movie in the US , have to say first time ....

Run in India

Markets in India

Have you been witnessing the phenomenal run in india compared against any emerging market country since 3rd quarter the run in india is unstoppable

the main reason is not retail investor participation, infact retail investor has a next to nothing participation.

a telling sign is ALL indian banks are CASH RICH RICH and trading at record high levels with very high reserves and ton of cash common people are having money in bank

FIIs are FLOWING money like crazy into india,

the big question is WILL the retail investor come out and start moving money from Banks into equities after this run or are they going to be cautios form the 2008 burn and stay out

if they participate we are going to see a run all the way up to 25,000 BSE by mid 2011.

Your thoughts ?

Sada

Emerging Markets - India and ETFs - is this the way to go ?

Emerging Markets
We understand the emerging markets have run up a lot talk about BIC, are second satellite emerging countries , i try to call them the EMERGING Small Caps such as Austria, South korea, South Africa, Turkey etc have also run up a quite a bit
Given such a scenario, with the US domestic market in a Head and shoulder pattern are there real opportunities in Emerging markets on a PULL back or minor correction
Certainly i think so, watch for a decent 10% correction to come before end of calendar year on the emerging front may be driven by China and entering into a good blend emerging ETFs would be a very good approach

FOllowing are some of the good ETFs we are looking at
VWO
EEM
DGS
EDC
BKF
BIC