Comments on: Readings: RBI hike, Dr Doom, Hedge funds vs. Exchanges http://www.galatime.com/2008/06/25/readings-rbi-hike-dr-doom-hedge-funds-vs-exchanges/ A blog about Indian Capital Markets, by Kaushik Gala Tue, 02 Dec 2008 15:37:07 +0000 http://wordpress.org/?v=2.6 By: Nagarajan http://www.galatime.com/2008/06/25/readings-rbi-hike-dr-doom-hedge-funds-vs-exchanges/#comment-2305 Nagarajan Wed, 25 Jun 2008 04:08:34 +0000 http://www.galatime.com/2008/06/25/readings-rbi-hike-dr-doom-hedge-funds-vs-exchanges/#comment-2305 I hope the rates will have to raise further than what was announced yesterday, considering the deficit & inflation. If that was to happen Real Estate prices and companies which benefited from cheap money will suffer lot more than what market is pricing in. The prices of the Real Estate companies are already fallen more than 60%. I hope it is Just a matter of time before the price of land starts falling. Just wondering what options are available to protect the value of the cash. Short term gilts, liquid fund, gold ETFs ? any stocks/sectors which will benefit from the inflation. I am mostly away from the floaters as many of them carry a huge securitized component. -Nagarajan I hope the rates will have to raise further than what was announced yesterday, considering the deficit & inflation.

If that was to happen Real Estate prices and companies which benefited from cheap money will suffer lot more than what market is pricing in. The prices of the Real Estate companies are already fallen more than 60%. I hope it is Just a matter of time before the price of land starts falling.

Just wondering what options are available to protect the value of the cash. Short term gilts, liquid fund, gold ETFs ? any stocks/sectors which will benefit from the inflation. I am mostly away from the floaters as many of them carry a huge securitized component.

-Nagarajan

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