Published on 28 Jul, 2021
High Inflation Helps the Strong Get Stronger
Across the world, supply vs demand mismatches are fuelling inflationary pressure. In such circumstances, contrary to the popular notion of...
Published on 22 Jul, 2021
Staying on the Top of Everest is Harder than Getting There
In every decade, typically 50% of Nifty companies are ejected from the benchmark index leaving in their wake disappointed shareholders. Jim...
Published on 24 Jun, 2021
Three Distinct Layers of Polarization in the Indian Stock Market…
Three Distinct Layers of Polarization in the Indian Stock Market… …is resulting in wealth creation being concentrated into the hands of 15-20...
Published on 28 May, 2021
Is India Really a Flailing State? Let’s Review the Data
If like us, you too are battling to deal with “recency bias” resulting from the steady negative news flow through the pandemic, you should know...
Published on 24 May, 2021
Competition Demystified in India’s Small-ticket Consumption
High market share does not necessarily indicate high pricing power in Indian small-ticket consumption. Pricing power arises from the existence of...
Published on 24 Apr, 2021
Four Economics Books for Building Mental Muscle
“The ideas of economists and political philosophers, both when they are right and when they are wrong, are more powerful than is commonly...
Published on 04 Apr, 2021
How Portfolio Management Services in India Rediscovered its Mojo
Positive regulatory intervention and the ‘financialisation’ of savings in India has galvanised the Portfolio Management Services (PMS) industry...
Published on 24 Mar, 2021
A Sixty-Year-Old Tool to Assess Capital Allocation Decisions
Capital allocation refers to the decisions about how a company should spend the money it has earned. If capital is invested in a way that does not...
Published on 26 Feb, 2021
India’s Top 20 Leviathans’ Awe-inspiring Dominance
The top 20 profit generators in India (“the Leviathans”) now account for 90% of the country’s corporate profits. Beyond dominating the...