The ANALyst

Leverage, optimise, synergise

The Eagle has Landed

Sorry for the hiatus ladies and gentlemen, but the transition to the “emerging economy” did not go as smoothly as anticipated. Silly bureaucratic glitches have made life a tad harder for the last couple of weeks. Add to that a severe bout of flu decided to attack and decimate me. I have just about won the war with the flu though…I think!

Some initial observations from the “emerging economy”

1. This place is just buzzing with people. If you thought NY was busy, take a look here.

2. You will be completely hypnotised by the sights, smells, sounds and colors. It’s weird and beautiful at the same time.

3. This place works 24×7. That’s right – this place never sleeps – literally. Thought shift work was only for back office service centers – think again!!!

4. Decades of underinvestment in infrastructure has resulted in complete chaos. Demand is crying out for supply. Roads, airports, houses, sewers – you name it, they need it. (Hint: Buy shares in infrastructure companies in this emerging economy.)

5. It is still incredibly cheap to live here. House rent, servants to do your cooking and cleaning, all under $300 a month. Wow!!!

6. While renting in some places maybe cheap, don’t even think of buying a pad in the more expensive areas. It will make Manhattan real estate look reasonable in comparison.

7, 8, 9 and 10. Food, food, food……..

Anecdotes coming up soon. Stay tuned!

September 6, 2009 Posted by | Life | 6 Comments