Blogs

Published on 07 Nov, 2018

The Indian Stockmarket is Unique. Here is the Data.

Published on: 7 Nov, 2018 No other large stockmarket is as overwhelmingly macro driven as India’s. Arguably, this is because of the high cost of...


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Published on 30 Oct, 2018

Social Media, not Fake News, Damages your Portfolio

Published on: 30 Oct, 2018 Sixty years ago Solomon Asch showed that we start believing in nonsense if enough people around us are believers. Social...


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Published on 26 Oct, 2018

The end of QE and fund management

Published on: 26 Oct, 2018 Over the last ten years macro factors drove the majority of stock returns in India thus reducing the importance of...


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Fooled by probabilities and by Indian NBFCs

Published on 20 Oct, 2018

Fooled by probabilities and by Indian NBFCs

Published on:20 October, 2018 There are plenty of cleverly crafted games in which you win most of the time and are rewarded with small payoffs....


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What do we expect from a CEO

Published on 19 Oct, 2018

What do we expect from a CEO

Published on: 19 Oct, 2018 Rather than being a corporate Superwoman, the Effective CEO is an honest, industrious, well informed executive who is...


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Published on 12 Oct, 2018

Spotting the Liar in the Boardroom

Published on: 12 Oct, 2018 Alongside our forensic accounting model, we also use questioning techniques popularised by the CIA to figure out whether...


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Published on 05 Oct, 2018

The Hero Delusion in Sport, Business & Elsewhere

Published on: 5 Oct, 2018 Evolution has trained us to use ‘thumb rules’ to simplify complex decisions. However, when these thumb rules don’t...


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Published on 29 Sep, 2018

Accounting fraud and liquidity crunches are bedfellows

Published on: 29 Sep, 2018 Major accounting frauds typically come to light when liquidity tightens. Given the over 2% point jump in money market...


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Published on 20 Sep, 2018

Elections are irrelevant for equity investors

Published on: 20 Sep, 2018 Exhaustive research by American political scientists, Chris Achen & Larry Bartels, shows that elections neither...


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