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Harnath Sithamraju

Consultant, Harnath Sithamraju

What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

GLG News by Harnath Sithamraju, Consultant

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Basking in the Sun

October 24, 2009

Three solar companies set up units in Andhra | www.business-standard.com

There is lot of scope and room for expansion of power generation in India.Solar power will prove a boon for energy hungry population. There is an urgent need for more such projects.

State of Real Estate

October 23, 2009

In India, Property Stocks Act Like Tech | online.wsj.com

Customs and Practice define the rules of Real estate.Real estate is/has been real business since the Jurassic Age but Tech is recent.

Cash Cow sends a signal

September 27, 2009

State Bank of India open to acquisitions in UK | www.reuters.com

1. That State Bank of India is on the prowl is evidence enough that global crisis had minimal affect on Indian Banking system.2. Indian economy is on the threshold of a upward curve.

Investment in Indian Equity should be selective

July 26, 2009

India Inc tapping foreign funds for equity binge | uk.reuters.com

1. Indian economy is in a growth phase.Notwithstanding global meltdown.Need for infrastructure development has seen a flurry of activity in that sector.Growth of a company is dependent on its proximity to the political class except perhaps for a Tata. 2. Choose companies that meet International Accounting standards.

Caveat Emptor

June 19, 2009

Looking to Buy Gold? Grab a Sack of Quarters First | www.nytimes.com

When all else fails buy gold.Making gold into a glittering alternative investment. But gold or any precious metal is no substitute to cash.

House is where your heart is

June 8, 2009

Mortgage approvals rise adds to recovery hopes | business.timesonline.co.uk

Basic instinct of human beings - at the slightest downturn in the price buy.It is a bargain!

Continuity and Stability says Good Buy

May 25, 2009

Indea Capital Hedge Fund Plans to Buy, Not `Panic,' on India Poll Results | www.bloomberg.com

India gets a stable Government after elections contrary to predictions.

Opportunities still exist

April 13, 2009

Private equity money dries up for India Inc | economictimes.indiatimes.com

Current downturn is temporary and though it would take some more time to sort out, would eventually lead to better times.

No interest in passing the buck

April 8, 2009

Two Australian banks not to pass on full rate cut | uk.reuters.com

Faced with a global recession, a future tense and rising costs of funds have locked out any interest rate cuts by the big banks. 

A pragmatic approach

March 30, 2009

Australia to guarantee state borrowings | www.ft.com

1. Tough times need tougher decisions. 2. Move to instil confidence in the economy.

Which is first - Job or Bonus ?

February 9, 2009

'Idiots' Indeed | online.wsj.com

1. Bonus is paid based on performance- nothing new about it. 2. Government intervenes and can set the agenda.After all it is the tax payer's money.

An idea whose time has come

January 13, 2009

Obama's big idea: Digital health records | money.cnn.com

1. This idea if implemented would not only contribute to savings and employment but also organise health records of all. 2. Obviates the need to repeat yourself.

Email to Santa Claus

December 18, 2008

Madoff Fallout Spreads Worldwide | www.ft.com

1. If it is too good to be true - investigate. 2.There seems to be no end to skeletons falling from the cupboard. World waits in fear for a punch from the blue. 

Global Stand-off-Recede or Recession

December 10, 2008

Westpac Bank Raises $1.6 Billion to Bolster Capital as Bad Debts Increase | www.bloomberg.com

1.The equity raising will boost tier-1 capital to 8.32 per cent on a pro-forma basis. 2. Action taken to withstand recession fallout.

Tinker,tailor,bolder,try

November 10, 2008

India's SBI cuts lending rate, plans to raise funds | www.reuters.com

1. Global crisis making the central banks the world over bolder in taking initiatives. 2. Interest rate cuts though welcome are not enough.

Market is a wheel with a bounce

October 20, 2008

Why is Now Important | maxkapital.blogspot.com

1. Market is unpredictable and any analysis is obsolete even before it is completed. 2. Market is event based.

Fear is the key

October 13, 2008

Bush says 'Co-ordinated' response necessary | www.ft.com

1. Greatest ever rescue bid under worst ever circumstances. 2. Challenging time or interesting times the reponse must be swift and on war footing to restore confidence to the people on the street.

Bankers need to change their attitude

September 29, 2008

WaMu Becomes Biggest Bank to Fail In US History | news.yahoo.com

1. Current crisis is the child of greedy bankers. 2. Fast loans are not criteria for high bonus.

M&A grips Aussie Banks

September 8, 2008

Bidders eye HBOS operations in Australia | business.timesonline.co.uk

1.Shrinking business pushing bigger banks to swallow smaller banks to increase customer base.

Ex brings the dragon home

August 18, 2008

Westpac Gets Antitrust Approval for St. George Bid | www.bloomberg.com

1. For banks to stay ahead, more mergers in the Australian banking industry can be expected. 2. Australian banking industry is heading into a period of churning and consolidation.A fallout of the increasing interest rates and fears of recession.

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