Mr. Chetan Narain

GLG News^SM Analyses by Chetan Narain

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India Story 2008

September 3, 2008

Analysis of:Real estate FDI inflow up nearly five-fold | www.thehindubusinessline.com

Everyone talks about the “India story”, this is the India Story. India is poised to grow and there is no stopping. Neither Inflation nor rising fuel prices will affect our Growth. What might affect us is ‘Greed’. Just like what ‘Yahoo’ did when they had an offer from Microsoft for a buyout. Now they have no one. I think it is important to realize the worth plus premium plus sweat equity premium but illogical figures would only scare the analysts and give opportunities for your competitors to get an edge. 

The Global Pie

November 21, 2007

Analysis of:Global players line up $25 bn for Indian realty pie | economictimes.indiatimes.com

In 2003-04, India received total FDI inflow of US$ 2.70 billion, of which only 4.5% was committed to the real estate sector. In 2004-05 this increased to US$ 3.75 billion of which, the real estate share was 10.6%. However, in 2005-06, while total FDI in India was estimated at US$ 5.46 billion, with real estate share around 16%. The projected total FDI in 2006-07 will touch about US$ 8 billion in which the real estate share is estimated to be about 26.5%. Private equity (PE) investment in India has overtaken China this year to emerge as the biggest Asian destination (excluding Japan) for PE funds. Investments have crossed $10 billion between January-October 2007 as against $8.3 billion recorded in China in the same period. Real estate and infrastructure emerged as the top sectors attracting PE investment this year accounting for half of the total PE money flowing into India through 52 deals. Out of this, real estate received $2.6 billion through 32 deals.

Advantage India- The Updated story

September 7, 2007

Analysis of:FDI’s Share In Real Estate Will Touch To 26% By March 2007: ASSOCHAM | www.assocham.org

A recent study published by ASSOCHAM (Associated Chambers of Commerce and Industry of India), the ‘Future of Real Estate Investment in India’, reveals that the Indian real estate market currently growing at 30 percent per annum is estimated to be about US$ 14 billion at present. It shall reach nearly US$ 60 billion by the year 2010 with approximately US$ 28 billion of this, likely be provided by foreign investments in this sector.

Focus on Five Indian Cities

August 7, 2007

Analysis of:Competing Tuff, Tier I and II Cities: India Real Estate | tinyurl.com

The development of the real estate sector in India is mainly combined with strong economic growth, rising income levels and urbanization. Ever since the liberalization of the Indian economy, the urban landscape of India has changed dramatically. Initially the advantages of a growing economy and subsequent real estate boom were localized to cities like Delhi, Mumbai, Bangalore and Chennai. Going forward as these tier-I real estate markets mature, there is now a progressive feel to tier-II and III cities such as Pune, Nagpur, Hyderabad, and Cochin.

Reality of Realty in Mumbai

July 9, 2007

Analysis of:Mumbai buildings soar higer, rates drop | www.ibnlive.com

Mumbai which is often touted as the 'Manhattan of India’ is ranked seventh among the most expensive cities in the world to do business and stay in. With property prices touching all time highs, the current scenario is being questioned and is labeled as a bubble by many.