Thursday, December 27, 2012

The Water Story


MACRO - Glaciers
MESO - Policies
MICRO  - Individual household water supply

Thats it................

Saturday, December 22, 2012

How to find Active/ Potential Markets for private-public-participation (PPP) ?


Step 1:-
Read central government policies and long term plans (generally 5 years) of a particular sector.

Step 2:-
Learn about the programmes and schemes under the policies and long term plans and the budget allocation on these (financial plans and cash flows).

Step 3:-
Check for activities of the states (particular areas where they are utilizing the money and funds) [Also check about the background, status and budget utilization of these].

Step 4:-
Check for active/archive tenders for the implementation and use of technology from the specific department.


Notes
  1. Think the country operating as a business model, regardless of the details.
  2. Learn about the status of PPP in the particular state, look at the past history of the PPP in the state in terms of FDI and number of of past PPP projects. This gives a rough idea about how the state was open in the past.
  3. Read about the legalities/ regulations etc. applicable in terms of implementation of sector specific projects in the particular state and at the central level.

T.R. :- 
  • Allocated funds come from central govt./funding agencies in phases.
  • There is some appraisal before, during and after the project, reports of which gives the status of funds and projects.

To see for information :-
  • Central government plans, policy documents and reports.
  • Central government and ministry websites of the particular sectors for schemes, programmes and their status and records.
  • MOMs between government officials, Annual Action Plans (AAPs) between the central and state officials
  • State government and particular department websites.
  • Tender advertisements (summary, tender value, status)
  • Funding agencies' reports and appraisal documents.
  • Economic data provider websites



Fig 1: Development Finance and Related System 



Sunday, December 16, 2012

From Professor David Swensen's Lectures


   Three major determinants of investment return--asset allocation, market timing, and security selection.

  Diversification 

  Bonds, Stocks, Alternatives 

Sunday, December 9, 2012

Fish - lively change


A small glass globe with 3 fishes (red, yellow, blue - guppi and zebra) with some stones at the bottom, all placed on a fish painted paper plate.........some Lively change from the information world...... :-)

Updates...Guppi died under the attacks of zebra...

KFC sucks

Had Chicken in KFC for the first time........and the last time..........Worst chicken......These days I am not liking chicken and this made it worse........

Only good thing...KFC employed deaf and dumb people....being systematic, it was easy for them to operate easily, even at the counter.........

Friday, December 7, 2012

Sunday, December 2, 2012

Bug bitten


How the financial values get related to economic activities and vice versa ?