Year: 2009
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Imagining India : The idea of a renewed nation (by Nandan Nilekani)
This is one of the most well researched books written about India and about our success and failures since independence in economic and social spheres. While India could be proud of our democracy, science and technological advances, innovations at the bottom of the pyramid and our outsourcing success – a lot is desired on all…
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SEC on Dark Pools
It looks imminent that SEC will clamp down on the dark part of the of dark pools. As of 2009 there are more than 30 dark pools operating in US markets. Together they add up to 7.2% of trading volume. The concern that SEC has is that actionable IOIs (indication of interest) are not in…
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Equity allocation in US household wealth
It is interesting to track how the equity allocation trend is changing in US with the underlying changes in demographics. Although last year’s economic crisis (It feels nice to say that in retrospection!) would have pushed households to move away from equities the longer term demographic trends will have even bigger impact. The charts show…
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Carbon Management Software – Next big wave
The next big wave in software products seem to be in developing carbon management software. With the increase in energy costs, environmental regulations and green branding the business is forced to track energy consumption to the last light bulb. This requires a huge amount of effort to collect, audit and analyze data on energy consumption.…
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What's up with Gold?
Gold is riding high at $1200/oz on the back of high profile purchases by the central banks in India and Russia. The gold reserves as proportion of total forex reserves is less than 5% for both countries – so no big deal. But there is a theory making rounds that this may be the beginning…