Blogs

Marcellus: The Nifty is No Longer a Play on the Indian Economy

Published on 15 Feb, 2019

Marcellus: The Nifty is No Longer a Play on the Indian Economy

  Published on: 15 Feb, 2019 Over the past decade, the Nifty’s earnings have not only grown at a much slower pace than the Indian economy,...


VIEW MORE
Marcellus: The Virus Spreads Beyond the Banks

Published on 08 Feb, 2019

Marcellus: The Virus Spreads Beyond the Banks

Published on: 8 Feb, 2019 As the same problems which ravaged India’s banking system now spread into its money & bond markets, we highlight the...


VIEW MORE
Marcellus: The Big Shift in Small Town India

Published on 02 Feb, 2019

Marcellus: The Big Shift in Small Town India

Published on: 2 Feb, 2019 With potentially $500 billion per annum of financial savings arising from annual income and with potentially another $100...


VIEW MORE
Marcellus: A Cynic’s Guide to Reading Indian Newspapers

Published on 25 Jan, 2019

Marcellus: A Cynic’s Guide to Reading Indian Newspapers

Published on: 25 Jan, 2019 80% of the content in Indian newspapers is irrelevant for investors; the other 20% is very useful. The latter 20% focuses...


VIEW MORE
Marcellus: Reading VS Naipaul Will Make You Richer

Published on 18 Jan, 2019

Marcellus: Reading VS Naipaul Will Make You Richer

Published on: 18 Jan, 2019 Intensely researched, well thought through non-consensus opinions are priceless. VS Naipaul’s final book on India is an...


VIEW MORE
Marcellus: Does Spirituality Help Improve Clarity of Thought?

Published on 11 Jan, 2019

Marcellus: Does Spirituality Help Improve Clarity of Thought?

Published on: 11 Jan, 2019 Any activity which entails making a call on the future is as much about managing emotions as it is about rational...


VIEW MORE
How Competitive Advantage Drives Churn in the Stockmarket

Published on 04 Jan, 2019

How Competitive Advantage Drives Churn in the Stockmarket

Published on: 4 Jan, 2019   The extent of competitive advantage possessed by a firm can fluctuate as the sector in which the firm operates grows...


VIEW MORE
Grand Fortunes and the Illusion of Competition

Published on 28 Dec, 2018

Grand Fortunes and the Illusion of Competition

Published on: 28 Dec, 2018 Through the ages, the greatest and most lasting fortunes have been built on the back of commercial opportunism allied with...


VIEW MORE
Your memory will determine how much money you make

Published on 20 Dec, 2018

Your memory will determine how much money you make

Published on: 20 Dec, 2018 Memory in all its avatars (perception, projection, intelligence) plays a big role in how we invest. The fragility of our...


VIEW MORE