Bharat Rakshak

AshokS

I saw an IL-76 ? large transport with a refueling probe land yesterday , somewhere in the east region.... I am guessing it was a air to air refueling tanker . Which way was the probe pointing, forward or backward? Or perhaps you mean refuelling pod? :-? It was at the front, facing forward,like norm...

AshokS

I saw an IL-76 ? large transport with a refueling probe land yesterday, somewhere in the east region.... I am guessing it was a air to air refueling tanker. Lots of IAF activity in the past 3 days, from IL-76s to An-32s. There is a military airbase hardly 30 miles away, but these transports are land...

AshokS

All this talk of the An-32 dropping bombs...here is a lovely picture of one flying over somewhere in India yesterday. I took this shot just as I was leaving the area...

AshokS

Any guesses? Strange commuter or a FLIR gimbal? It came in from flying over a forest area with known naxals. Can anyone identify this bird? Look at the nose, at the spherical protrusion. ..not sure if its military or commercial, but looks odd.. http://img215.imageshack.us/img215/7118/img8129.th.jpg

AshokS

Can anyone identify this bird? Look at the nose, at the spherical protrusion. ..not sure if its military or commercial, but looks odd..

AshokS

All - I am in Bangalore for the next few weeks and would like to try out my luck with my Canon 600 mm setup to get photos of the lovely lady Tejas and perhaps her brute boyfriend LCH... even ALH photos would be welcome...just need to earn my bones in Photog speak. Can anyone suggest a good time to g...

AshokS

RIP Harry... I feared the worst when he stopped posting, though I hoped that marriage, job, or some other duties had taken him away from the forum. Its a true loss, was a big fan of his work - I was reading his work when was he was just in his teens and myself just graduating from college...its unbe...

AshokS

Everyone on BR knows that Arun was one of the pillars of BR and his analysis on space, missiles, and other strategic tech (including the PAD, etc) gave BR the respect it enjoys today. Far too often his musings and predictions, which would be easy to discount as being unsubstantiated or far fetched, ...

AshokS

dude...who invited kaangeya to the party...what a buzz kill

AshokS

Newcomers are missing the point that while PRC may have taken over Tibet...but India also gained Sikkim, NEFA(absorbed into India) and Bhutan, Nepal (Buffer states) since the 1950s. http://upload.wikimedia.org/wikipedia/commons/0/07/Mahabharata_BharatVarsh.jpg http://www.harekrsna.com/sun/features/...

AshokS

Clearly this has been photoshopped....

we must learn from the panda...they photoshop the machine and yet we photoshop the surroundings...

SDRE onlee..wot to doo saar?

AshokS

Shiv - Of course its a rare material, haven't you heard of sponge iron? what happens when you put a sponge in the sink, it expands... thus our new sub is built by SDRE sponge iron tech...as soon as they flooded the berth the submarine started to expand... it also helps clean the water at same time l...

AshokS

This is all mind blasting onlee..... I have surfaced to periscope depth after 6 months of being hunted in the ocean depths by the faltering economy....must submerge again soon...just hoping to catch a glimpse of what we have all been waiting for so long...Congratulations to all the defence agencies,...

AshokS

I just got a copy of a FD f/1.4 50mm lens off of ebay. It came in the mail today, this particular lens version has excellent color saturation and is very sharp - not to mention very well built. Its not the SSC version, which were to older f1.4 lens from the 1970s, its the later version that apparent...

AshokS

Full text of Putin's Speech at Davos... The entire economic growth system, where one regional centre prints money without respite and consumes material wealth, while another regional centre manufactures inexpensive goods and saves money printed by other governments, has suffered a major setback. Ch...

AshokS

once the US is deprived of the right to print extra money, its geopolitical leverage will take a serious nosedive. Be careful of what you wish for. India and Indians - amongst other nationalities - have benefited from the economic framework that has been in place for decades. You would agree that t...

AshokS

... is to Nationalize (oops, did I say the N word?) by wiping out the existing share holders (who anyway gave the leeway to the bank managements to play around with their capital) , capitalize the bank with public money fully What do you think happened to AIG and Citi effectively via TARP and whate...

AshokS

A Bankruptcy judge has had this power and others for years. The law may make it applicable (or more likely in this case a prescriptive course of action given the current economic climate). A bankruptcy court can covert debt to equity, happens often - there was a case where engineers at Loral Space s...

AshokS

The China region head of a large global advertising agency told a contingent of MBA students visiting Shanghai the following.... "When you want to market a product in China, you need to understand how to maintain the Chinese 'face' and dignity. Let me give you an example, the Chinese love 'plas...

AshokS

This isn't a credit crunch, but a crisis of confidence. Had a discussion recently with the head of a large PE firm, while pitching a fund. The take away was that, everyone who has cash now is sitting on it, there is a fear of a global collapse. We will need several months for these crisis to overco...

AshokS

That's why the LTV ratio in the US for resis is around 50%, similar to commercial in some cases. In the 2005-2007 era you could get 90% financing, even 95% in some cases. So the bank has already priced in a correction (often use a lower appraisal amount anyway) and is protected from downward correct...

AshokS

For investors, the thought is if you have powder in this environment, keep it dry. For funds already capitalized, invest in distressed assets. For banks, no one is lending. Have to wonder why investors are finding zero yield bonds attractive? Says something about their confidence in the economy and ...

AshokS

Not going to happen with the US... the UK who knows. The US T-bill is used as a risk free rate the world over, nothing out there is better. The yield spread between the t-bills and other investment assets will change (its crazy right now) but will not go away for a long time. Don't count on India or...

AshokS

Meant ISB... so many II-somethings (IIT, IIM, IIS, ISI, IIIT....crazy) in India, you loose track of the names

AshokS

How so?. Leave out HP and Cisco. Among the rest of the giants in the valley and in the tech field (Oracle, Mickey Soft, IBM, etc etc), many of them were non techies and were enthusiasts/dabblers/ non tech , more of the "marketing", "creative" and "general management" M...

AshokS

No one said anything about ethics or lack thereof being the exlcusive domain of any group :).... just one group will probably be able to leverage their network better (at least at the beginning)... Speaking of questionable ethics :)... http://www.youtube.com/watch?v=jM1DWd-QQcY&feature=related A...

AshokS

I met Krian Karnik at the 2008 Columbia Business School India Forum. He gave one of the key note addresses, very impressive person - he had a good handle on the China threat to Indian services, will need to find my notes from that session.

AshokS

I have seen a few MBA types strut p-values, confidence intervals and factor analysis etc. While they expertly know how crank these tools, anybody with any exposure about how these tools came to be and what they operate on, will shudder at the abuse of these tools. As elegant as PCA is, it is a line...

AshokS

where all these surplus "masters of the world - ibanker/PE/hedge" types going to find a gainful living? dubai, shanghai or good old mumbai *sniff sniff* :mrgreen: There are still opportunities in NY, though a lot less. Will be like this for most of 09, and then boom back. That is how it h...

AshokS

Wall street was felled by quants - who are NOT MBAs. They are PhDs and Masters in Maths, Physix, Stats, and other disciplines which an engineer would be comfortable with (who would have thought) . Giving control of finances to non-MBAs, and engineers at that, is what has landed the world in this me...

AshokS

Vina - Its been a tough year for PE, but as always the dispersion of returns in PE (therefore SWF) is very volatile compared to other asset classes. The best PE funds completely outperform other equity indexs (S&P, etc), so it depends on the fund manager. There were some problems, but the volati...

AshokS

Janes All the World's Aircraft has it in either in the 1993, and 1994 editions under the India section. Any decent college library should have it in the US.

AshokS

The author of the report at GS that suggested GS leave the CDO / Real Estate derivatives was from GS's Mumbai/Bangalore office. GS has a good presence in India, and they are still betting big on India in PE investments. Multiple expansion ops exist, other exits such as IPO due to a less regulated IP...

AshokS

Problem with poor uneducated DDM and Foreign journalists (that ones that the desi journalist try so hard to ape), is that these journalists know very little, however write articles as if they have some authoritative opinion on the subject. They need to be corrected on the India vs China space race f...

AshokS

Saw the video, too much rhetoric and America bashing. He misses the point on why countries invest in t-bills vs other options. Less economics and more polemics in my opinion.

AshokS

Vina / Durvasa / (any other desi banker) - I am posting this here at the suggestion of Suraj. I need to get better connected with the Indian PE scene. What are good groups, forums, or sites for PE investors or i-banking in India? Specifically I am looking to do deals in India with primarily public c...

AshokS

Vina / Suraj - I need to get better connected with the Indian PE scene. What are good groups, forums, or sites for PE investors or i-banking in India? Specifically I am looking to do deals in India with primarily public companies looking for convertible debt (range from upto $30 mm per deal). You gu...

AshokS

The impact to India is that PE funds that have invested in India over the past few years did so since Indian sectors like real estate were thought to be a good investment as they bet their exit strategy on multiples expansion. This was especially attractive as the US was getting overpriced or slowin...

AshokS

WaMu where are you.....

AshokS

I am sure the Asian airlines provide good service, but generally in-flight treatment in Air India, Jet, KF, etc will be better than if you fly an American/Euro or Asian airline.

Agree with the ground handling issues.

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