Though the day had been very busy with the debt deal and HSBC and other results, it was wierd to hear these otherwise likely connected new items I am still not full in with. Firstly, India is likely to lose most of its portfolio inflow runrate from 2010 to $14 bln according to the EAC report by Sh C Rangarajan and the other apparently, in the middle of a decent credit growth season that Indian and Brazilian CDs has been rising after the debt deal fell through. Seems like a steep one coming tomorrow. Watch out!

Posted via email from The investment blog on Post