13 May - Summary

1. Mr. Pawar - our sugar minister claims that India will export sugar this fiscal.... Lets see even if we do, if we can sustain it.... http://www.moneycontrol.com/news/economy/india-will-definitely-export-sugar201011-pawar_457768.html
2. Carbon emissions is going to be big business. the authorities that are have made big fool of the common man, global warming due to humans or Anthropogenic global warming was perhaps the biggest hoax played on people.... made people like Pachuri and Gore rich and famous.... the biggest beneficiaries of these would be the traders who trade in carbon emissions.... http://www.moneycontrol.com/news/economy/indias-green-energy-to-power-jumpcer-issuance_457744.html
3. Sugar is more political than tea.... tea prices are going to be strong this year as well as years ahead... we are in a multi year bull run for commodities and that for soft commodities has just started roughly two years back.... as an investment advise McLeod Russell is one of the best companies to be invested in to play this theme.... http://www.moneycontrol.com/news/business/how-will-pricesquality-tea-progress-this-year_457695.html
4. Infrastructure is already a story - only that is struggling to get implemented... Planning commission committee under Deepak Parekh will submit a report on INR50,000 crore debt fund that government wants to create.... http://www.moneycontrol.com/news/economy/planning-committee-proposes-rs-50k-cr-infra-debt-fund_457653.html. Continuing with infra story - Mckinsey Global Institutute came out with a report in April citing the growing urbanisation in India citing that India will need to invest $1.2trillion in 20 years - almost 8x the spending today.... its just not capital at question here, execution as well is.... www.mckinsey.com/mgi/publications/india_urbanization/executive_summary.asp