tag:blogger.com,1999:blog-1784375842090766909.post7163238170165478086..comments2011-02-03T21:02:06.974-08:00Kamlesh Pandeyhttp://www.blogger.com/profile/01428406137191219341noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-1784375842090766909.post-6173262816389218052009-04-12T23:02:00.000-07:002009-04-12T23:02:00.000-07:00Dear Kamlesh,<BR/><BR/>You were good as always. However, when you talk about the global perpective, the Indian point gets missed. I am based in the US and while following the financial publications here, I am increasingly seeing a greater emphasis on Brazil, China and Russia, when there is a mention of emerging markets. Is India losing its sheen? Is the market still overpriced? <BR/><BR/>Also, given the exorbitant real estate prices in India, at least in the metros, do you see a bubble there?<BR/><BR/>You comments will be appreciated.<BR/><BR/>PS: Unfair Value is a great newsletter. Keep up the good work.<BR/><BR/>-ANAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1784375842090766909.post-77136900242731078452009-04-02T03:31:00.000-07:002009-04-02T03:31:00.000-07:00Hi Kamlesh,<BR/><BR/>Great Blog...do you think its time we reconstruct a new long term portfolio at La Buffet? <BR/><BR/>Regards<BR/><BR/>SachinAnonymousnoreply@blogger.com