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	<title><![CDATA[gaurav Resources | BNET]]></title>
	<link><![CDATA[http://resources.bnet.com/topic/gaurav.html]]></link>
	<description><![CDATA[White papers, case studies, business articles, and blog posts relating to gaurav]]></description>
	<s:counts start="0" returned="16" found="16" />
	<language>en-us</language>
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		<title><![CDATA[Inflation, Deflation and Commodity Prices: How Emerging Markets Matter]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F163482-inflation-deflation-and-commodity-prices-how-emerging-markets-matter%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Sometimes I really wonder why bulls on everything else are perma-bears on commodities and commodity stocks. That such high return ratios for commodity stocks cannot be justified. I don't think they realize that if commodity prices were to collapse, we will get outright deflation. The only thing holding the world...]]></description>
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		<pubDate>Fri, 25 Sep 2009 12:00:43 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/emerging+markets.html"><![CDATA[Emerging Markets]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
	</item>
	<item>
		<title><![CDATA[How to Play Medical Tourism]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F160782-how-to-play-medical-tourism%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Barrons had over the weekend a story on medical tourism subscription required. It had mentioned Apollo Hospitals in that context, besides a host of Singapore and Thai providers. Now this is a theory that has been around for a decade, and indeed the Indian hospital companies might have benefited in...]]></description>
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		<pubDate>Thu, 10 Sep 2009 02:22:35 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/india.html"><![CDATA[India]]></category>
		<category domain="http://resources.bnet.com/topic/healthcare.html"><![CDATA[Healthcare]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
	</item>
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		<title><![CDATA[Glaxo Smithkline Consumer Benefits from Indian Consumption Growth]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F153832-glaxo-smithkline-consumer-benefits-from-indian-consumption-growth%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[There was a good article on GSK Consumer GSK two weeks back in Business Standard. 70% share in milk beverages market (50% Horlicks and 20% Boost) makes it a more dominant player in its category than even Colgate CL is in its category.June qtr results were quite good for GSK,...]]></description>
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		<pubDate>Wed, 05 Aug 2009 01:09:11 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/india.html"><![CDATA[India]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
		<category domain="http://resources.bnet.com/topic/glaxosmithkline+plc..html"><![CDATA[GlaxoSmithKline Plc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">GSK</category>
		<category domain="tickers">GSK</category>
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		<title><![CDATA[The Challenge Shared by Verizon and Anheuser-Busch Inbev]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F151691-the-challenge-shared-by-verizon-and-anheuser-busch-inbev%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[The situation at Verizon VZ and Anheuser-Busch Inbev (AHBIF.PK) is remarkably similar. Verizon's cash cow is Verizon Wireless, where it owns only 55%. However, it fully consolidates VZW. Similarly ABI owns only 61% of Ambev, which is the real cash cow. ABI too consolidates ABV. The fully consolidated businesses at...]]></description>
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		<pubDate>Mon, 27 Jul 2009 11:59:54 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/telecom.html"><![CDATA[Telecom]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
		<category domain="http://resources.bnet.com/topic/verizon+communications+inc..html"><![CDATA[Verizon Communications Inc.]]></category>
		<category domain="http://resources.bnet.com/topic/verizon+wireless.html"><![CDATA[Verizon Wireless]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">VZ</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">VZ</category>
		<category domain="tickers">VZ,VZ</category>
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		<title><![CDATA[Thoughts on Coca Cola's Earnings]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F150133-thoughts-on-coca-cola-s-earnings%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[From Coca-Cola KO earnings: Russia&#8217;s unit case volume declined 9 percent in the quarter, reflecting the impact of a continued challenging macroeconomic environment. Russia is struggling - this might impact Philip Morris PM and British American Tobacco BTI due to downtrading.  Unit case volume growth in Northwest Europe was...]]></description>
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		<pubDate>Tue, 21 Jul 2009 07:11:28 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
		<category domain="http://resources.bnet.com/topic/coca-cola+co..html"><![CDATA[Coca-Cola Co.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">KO</category>
		<category domain="tickers">KO</category>
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		<title><![CDATA[Hindustan Unilever's Struggle]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F149660-hindustan-unilever-s-struggle%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[ET had an article yesterday on how Hindustan Unilever [HUL] is struggling in all its business lines, whether it is soap or toothpaste. In its previous conf call, HUL clearly mentioned that without market share, profitability is impossible in the long run. Colgate CL is reporting blockbuster results by having...]]></description>
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		<pubDate>Sun, 19 Jul 2009 06:16:49 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/india.html"><![CDATA[India]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
		<category domain="http://resources.bnet.com/topic/colgate-palmolive+co..html"><![CDATA[Colgate-Palmolive Co.]]></category>
		<category domain="http://resources.bnet.com/topic/unilever+plc.html"><![CDATA[Unilever PLC]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CL</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">UL</category>
		<category domain="tickers">CL,UL</category>
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		<title><![CDATA[Cinemark Holdings: The Advantages and Disadvantages]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F146858-cinemark-holdings-the-advantages-and-disadvantages%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[I had purchased Cinemark CNK at $8.90 at the end of April when Swine flu broke out in Mexico. 20% of CNK's EBITDA comes from LatAm mainly Brazil and Mexico, so the fears were justified at that time.  1H09 has been spectacular for US theater exhibitors with box office...]]></description>
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		<pubDate>Fri, 03 Jul 2009 04:16:04 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/media.html"><![CDATA[Media]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
		<category domain="http://resources.bnet.com/topic/cinemark+holdings+inc..html"><![CDATA[Cinemark Holdings Inc.]]></category>
		<category domain="http://resources.bnet.com/topic/regal+entertainment+group.html"><![CDATA[Regal Entertainment Group]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CNK</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">RGC</category>
		<category domain="tickers">CNK,RGC</category>
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		<title><![CDATA[Why I'm Long Cognizant, Short Infosys]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F140855-why-i-m-long-cognizant-short-infosys%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Cognizant CTSH has historically gone 10%-20% faster than Infosys INFY, and continues to do so - if we go by the guidance of the two companies for 2009. Until last year, its stock was trading at substantial premium to INFY. Since then, the differential collapsed. In the last two weeks,...]]></description>
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		<pubDate>Tue, 02 Jun 2009 04:51:46 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/india.html"><![CDATA[India]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
		<category domain="http://resources.bnet.com/topic/cognizant+technology+solutions.html"><![CDATA[Cognizant Technology Solutions]]></category>
		<category domain="http://resources.bnet.com/topic/infosys+technologies+ltd..html"><![CDATA[Infosys Technologies Ltd.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CTSH</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">INFY</category>
		<category domain="tickers">CTSH,INFY</category>
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		<title><![CDATA[Hindustan Unilever: Interesting Times in Indian Market]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F137830-hindustan-unilever-interesting-times-in-indian-market%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[HLL Hindustan Unilever has decided to go for pricing to retain market share in soaps and oral care toothpastes. HLL made a very interesting comment - in times of low commodity prices, new small competitors come up. I guess smaller competitors don't need to invest as much in working capital...]]></description>
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		<pubDate>Fri, 15 May 2009 12:35:38 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/india.html"><![CDATA[India]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
		<category domain="http://resources.bnet.com/topic/procter+%2526+gamble+co..html"><![CDATA[Procter & Gamble Co.]]></category>
		<category domain="http://resources.bnet.com/topic/unilever+plc.html"><![CDATA[Unilever PLC]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">PG</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">UL</category>
		<category domain="tickers">PG,UL</category>
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		<title><![CDATA[Fast Moving Consumer Goods Stocks: Best Hedge Against Inflation]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F131619-fast-moving-consumer-goods-stocks-best-hedge-against-inflation%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Buying stocks with pricing power in a deflationary environment - especially when they are priced on deflationary EPS - might be the best hedge against an eventual return of inflation. Like a lot of people, I have been trying to figure out the inflation-deflation conundrum. On the one hand, the...]]></description>
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		<pubDate>Sun, 19 Apr 2009 02:40:14 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/emerging+markets.html"><![CDATA[Emerging Markets]]></category>
		<category domain="http://resources.bnet.com/topic/india.html"><![CDATA[India]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
		<category domain="http://resources.bnet.com/topic/coca-cola+co..html"><![CDATA[Coca-Cola Co.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">KO</category>
		<category domain="tickers">KO</category>
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		<title><![CDATA[The Joke Called Indian Accounting Standards]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F127931-the-joke-called-indian-accounting-standards%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[There is a old saying that goes as "You can fool some people all the time, and all people some of the time, but you cannot fool all the people all the time". Corporate India and Accountants, however, disagree with this truism. As FASB goes about suspending mark-to-market for illiquid...]]></description>
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		<pubDate>Thu, 26 Mar 2009 01:30:08 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/india.html"><![CDATA[India]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
		<category domain="http://resources.bnet.com/topic/infosys+technologies+ltd..html"><![CDATA[Infosys Technologies Ltd.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">INFY</category>
		<category domain="tickers">INFY</category>
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		<title><![CDATA[Philip Morris Tanks 2009]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F118645-philip-morris-tanks-2009%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Philip Morris' PM 2009 EPS guidance of $2.85-$3.00 vs. $3.41 consensus. The most interesting thing is this - on an organic basis, EPS would grow 10%-14% from the $3.32 base of 2008. There is a $0.80 hit from currency, i.e. currency is hitting the bottomline by 25%. So, on the...]]></description>
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		<pubDate>Thu, 05 Feb 2009 01:29:23 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
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		<title><![CDATA[Bankruptcy Is Good for Satyam]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F118084-bankruptcy-is-good-for-satyam%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Some people were infuriated that I was suggesting a Satyam SAY bankruptcy a few days ago and had no concern for its 50K employees. A bankruptcy is different from liquidation - bankruptcy helps the assets of the firm operate under a new capital structure. It is one of the best...]]></description>
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		<pubDate>Tue, 03 Feb 2009 01:15:21 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/india.html"><![CDATA[India]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
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		<title><![CDATA[Philip Morris: One Giant Currency Play]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F117901-philip-morris-one-giant-currency-play%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[There are only two stocks I own today, and Philip Morris PM is one of them. Unfortunately it has become one giant currency play of dollar versus all other currencies. The stock is listed in dollars. Against that, 45% of EBIT is in Euros (Even Trichet was forced to comment...]]></description>
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		<pubDate>Mon, 02 Feb 2009 03:14:55 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
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		<title><![CDATA[Selling Satyam: Here's How the Process Should Go]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F113856-selling-satyam-here-s-how-the-process-should-go%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Prof Verma suggests that the Indian government needs to step in within the next 24 hrs. I agree. I also have an idea on how the sale process should be. Satyam SAY is going to have huge legal liabilities going forward, and will be forced to fund costly litigation. It...]]></description>
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		<pubDate>Thu, 08 Jan 2009 05:38:53 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/india.html"><![CDATA[India]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
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		<title><![CDATA[Market Calls I Got Right - and Wrong - In 2008]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F112362-market-calls-i-got-right-and-wrong-in-2008%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[To say the least, 2008 was a very satisfying year. While I also got some calls wrong and overall lost money, it wasn't much. And if I were to do a sleight of hand and calculate returns in rupees and not dollars rupee is my currency of consumption these days,...]]></description>
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		<pubDate>Sat, 27 Dec 2008 10:46:50 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/financial.html"><![CDATA[Financial]]></category>
		<category domain="http://resources.bnet.com/topic/etf.html"><![CDATA[ETF]]></category>
		<category domain="http://resources.bnet.com/topic/india.html"><![CDATA[India]]></category>
		<category domain="http://resources.bnet.com/topic/gaurav.html"><![CDATA[Gaurav]]></category>
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