Decoupling from US market

Analysts in emerging markets such as China and India have been claiming that their markets and economy is decoupled from US. But is it for real or to encourage investors? For the fact US being the biggest consumer of Technology, capital goods, oil, FMCG, etc and emerging markets revenue generation focussed around 60-70% from them, do you think emerging markets are decoupled from US.

US has moved to edge of recession, which many business leaders like Warren Buffet have already mentioned, has pulled down the markets worldwide. For example, within a span of 2 weeks, India and China stock market have lost around 10% points on their stock market index. The guidance from the index companies has not been good for FY 2008. The rising inflation has been the main cause though, has any one taken initiative to find the root cause for the rise in inflation. US financial market has been doomed by Sub-prime crisis, latest victim to come public is Fannie Mae and Freddie. US sub-prime crime crisis had rippling effect across the globe, and is there going to be one more such crisis called "credit card" write-off, which is estimated to be $970 Billion. There has been increase in the credit defaulters in US due to jobless and economy downturn, in which case every indutry who have been liberal in offering loans to woo customers will face the heat.

We need to wait how the business leaders and politicos act on issues like rising oil price, inflation and financial risks so that common public like me dont have to spend more to have a decent living.

Indian Outsourcers - Has the time come for them to wake up to competition from US MNCs

Indian Outsourcing companies has no doubt been enjoying high returns with 25+ % margin, but will that help them in future, facing the competition from US MNCs, IBM, Accenture, EDS. The article points out at gaps which Indian outsourcers need to focus and they lack today, which is becoming essential for them to compete globally with the likes of IBM and Accenture.

http://www.businessweek.com/globalbiz/content/aug2007/gb2007086_988535.htm

How is Infosys handling appreciating Ruppee against Dollar

Check what Infosys Technologies CEO S. Gopalakrishnan has to say how his company is handling Re appreciation against $, how they are protecting their margins, and also topline growth.

Offshore outsourcing: The latest mileposts

The iPhone launch report card

The iPhone launch report card by ZDNet's Larry Dignan -- The iPhone launch has come and gone and now it’s time to recap the moving parts. Here’s a look at the key components and how they graded out. The product: A It’s hard to find a negative review on the iPhone. Apple set a high bar and delivered. Mitch Ratcliffe calls the iPhone spectacular. Jason O’Grady gives

Success story of Subhiksha, India's largest retail chain

When R Subramanian became an entrepreneur and started a retail chain called Subhiksha, there were not many entrepreneurs in India. Read on to see how he became one of the most talked about in the retail industry.

http://inhome.rediff.com/money/2007/feb/05bspec.htm

Mukesh Ambani - Revolutionary thoughts

If Dhirubhai Ambani was a larger-than-life patriarch and Anil was the public face of Reliance, Mukesh Ambani was an enigma. Those who knew him well credited him with leading Reliance's turbo-charged growth over the last two decades.

http://www.rediff.com/money/2007/jan/17inter.htm