The sole strength “not enough”…..

The markets struggling to keep its head above the floods of crying (not tears) waters of US financial crises. Though our houses were not set to blaze but while we are also staying in the same colony of global equalities, it is a prudent measure to sprinkle some waters to calm down the impetus, so the markets are down and adjusting to shred out the husk from the grain.

The US markets always enjoys the surprises of publishing wrong financial statements or false statements, be it Enron, Baer Streans, Fennie Mae, Freddie Mac or the recent collapses of Lehman, Merrill Lynch and AIG, all went through sound until a day before the death warrant announced by their CEOs. Now no news is good news than the bad news of the crumbling fellow neighbor. As of now, the markets crashed due to simply mismanagement by the world renowned companies and the regulators at the helm. There is no hope for next 10-15 days, till the fallout debris is cleared and the new beginning begins.

The ADAG announces that RNRL is the sole beneficiary of the future projects in Cement, Steel and transportation with a whooping 65000 cr investment plans. Yesterday announced the Relcap will become the leader in insurance, asset management with one lakh crore AUM and other banking services. A day before yesterday announced that the RelInfra will bid the Mumbai metrotrans, fly over and other infra businesses. The Rpower will bid for private Nuclear power generation apart from the earlier planned Rs 60,000 cr power business.

Our planners are expecting huge investments in infra structure, SEZs to a tune of 16 lakh crore for next 4-5 years. The investment potential and rate of return is positive in India but the global financial chaos may force to draw different rules for the future investments that may take a longer period than expected.

Never Forget: I may be wrong, You may be wrong but markets always RIGHT.