Marcellus: Dissecting the Economic Slowdown in India
Published on: 17 September, 2019 Most of the drivers of the current slowdown appear to be transient and related to channel financing/GST credit issues. Understanding why the economy has slowed down at various levels (i.e. consumer, dealer,...
Published on 17 Sep, 2019VIEW MORE
Marcellus: Rising Equity Inflows from Small Town India
Published on: 13 September, 2019 Amidst the gloom & doom of the economic downturn, we continue to see weekly inflows from small town India into Marcellus’ funds. More generally, equity inflows into mutual funds are holding up as are insurance...
Published on 13 Sep, 2019VIEW MORE
Learning from Great Investigative Writers
Published on: 5 September, 2019 Like investors, investigative journalists are paid to uncover undiscovered facts and perspectives. The best investigative journalists have the mental agility to deal with complexity & detail alongside the courage...
Published on 05 Sep, 2019VIEW MORE
Technology, for more than technology’s sake
Published on: 31 August, 2019 Once a new technology rolls over you, if you’re not part of the steamroller, you’re part of the road – Stewart Brand, American Writer. In a few days from now, on September 7th, 2019, the Indian Space...
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Collaboration Across Vast Networks: Lessons from the Marwaris
Published on: 27 August, 2019 The Marwari community serves as a case study of durable and extensive collaboration without the need for a dominant leader to oversee such an endeavour. This sort of community-based collaboration provides richer...
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Bruce Lee And The Rise Of The “Generalist”
Published on:19 August, 2019 Whilst David Epstein’s latest book, ‘Range’, has ignited the debate on Generalists vs Specialists, we believe that the ideal recipe is a combination i.e. in any competitive profession the people who will rise to...
Published on 19 Aug, 2019VIEW MORE
Asking Difficult Questions
Published on:14 August, 2019 Asking tough questions which shed new light on the opportunities and challenges facing companies is a non-trivial task. Asking difficult questions involves not just preparation but also an understanding of Q&A...
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Being Market Savvy Doesn’t Help Very Much
Published on:7 August, 2019 The Government of India allowed Marcellus to incorporate as a private limited company on 7th August 2018. We have enjoyed serving our 500 clients – in India and abroad – over the past year. We thank our clients for...
Published on 07 Aug, 2019VIEW MORE
The RBI Can Reverse the NBFC Crisis
Published on:30 July, 2019 Indian NBFCs are struggling not because of lack of liquidity in the system but because the money market has lost faith in most NBFCs’ balance sheets and in the credit rating agencies’ ratings. Hence rather than cutting...
Published on 30 Jul, 2019VIEW MORE
The Mahabharata and the Ethics of Investing
(Pictured above: The Panchachuli peaks photographed from Saurabh’s decrepit phone) Published on:23 July, 2019 As investment managers, can we morally justify earning healthy returns year after year from investing in companies which generate...
Published on 23 Jul, 2019VIEW MORE