Tuesday, September 16, 2008

Tail You Lose Head I Win - Lehman , ML Neutral to IIMS

Just a day, and couple of hours ago amidst the continuos knocks of the lappy and the irritating sound of tea sips I overheard some small noises coming from the red bricks on one of the greatest Indian Televison Entertainers (some news channel) ... what would be the impact on the "Placements of Indian White Collars "

I will not say I totally disagree with the thoughts of the reporters as I completely agree that they are competing in a rats race and it becomes difficult to maintain quality and quantity everytime .....but if I would have a chance I have gone one more step ahead and thought of the practical impact and my previous philosophies tell me " A beauty can't be ditched "  .......  if not I Banks there would be someone else who will buy me in the "Auction".

But the obvious impact would be to the 2nd tier schools for sure as the top recruiters of 2nd tier might shift to the 1st tier now......
 
The one question which comes to my mind always is "Is US Recession a Bad News for the Emerging Markets and Low Cost Geographies "

I cannot go beyond my "Excel" which always show me green ( as cells are formatted to turn green if the numbers are positive) ... probably it is trying to say " Margin compressions will further trigger the outsourcing process " and this time we might get even the " Manufacturing Processes " or may be sooner or later the " Strategy Getting Outsourced".

If I am right then why others are wrong and If I am wrong then why Hyundai , Jabil Circuit , Cisco Systems , Nokia , Siemens have started increasing their facilities in India ????

I don't think " Obama's personal likes and dislikes makes a significant decision to US corporate and Financial world " Although it does in India ......  Ratan Tata might have to take a cool sip of Rs  15 billion with an Italian Champagne!!!!!!

2 comments:

ANUJ said...

Quoting ur line :-"if not I Banks there would be someone else who will buy me in the "Auction". "

I don think an artist like leonardo da vinci would like his Monalisa to be auctioned by some Tom Dick or Harry auction house rather than being auctioned by Christie or Sotheby's.
Monalisa if stolen by some day 2 company will sooner or later find its way out of those clumsy hands.
I believe Day 2 company's must be aware of this fact and would continue to be day 0 slot 0 company in a Tier 2 grade school rather than havin momentary pleasure of hiring cream de la cream for an year.
Tier 2 grade school would continue to flourish as they have lower expectation and in this era of cost cutting ,day 2 companies would continue to hire them in bulk .

Sandip Agarwal said...

Good Thought Anuj..............you have got what I wanted to say and you have well understood the cycle!!!!!!!!!!!!!