Blogs

How Can the NBFC Sector’s Ongoing Slide be Reversed?

Published on 08 Jan, 2020

How Can the NBFC Sector’s Ongoing Slide be Reversed?

With the money market continuing to show reluctance in terms of financing NBFCs, the balance sheet of the sector continues to shrink with obvious...


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What comes first – Strategy or Structure?

Published on 24 Dec, 2019

What comes first – Strategy or Structure?

The former US Secretary of Defence, Donald Rumsfeld, famously said, “You go to war with the army you have, not the army you might want or wish to...


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Parallels between investing and software development

Published on 18 Dec, 2019

Parallels between investing and software development

At first glance, software development and investing seem to be poles apart. But we find a common and interesting thread in the process that...


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Celebrating Marcellus with Two Creative Giants

Published on 10 Dec, 2019

Celebrating Marcellus with Two Creative Giants

As we complete a year of managing money in India, we celebrate two towering legends of the Indian music industry. Not only did RD Burman and AR...


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Nifty & Indian GDP: A Complete Breakdown in Relationship

Published on 26 Nov, 2019

Nifty & Indian GDP: A Complete Breakdown in Relationship

The complete breakdown of the relationship between Nifty earnings and GDP growth raises major questions about India’s premier benchmark index....


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Bogle: Diving Deeper to Learn More from the Legend

Published on 19 Nov, 2019

Bogle: Diving Deeper to Learn More from the Legend

As study after study shows that over 80% of large cap Indian mutual funds underperform their benchmark, the intellectual legacy that John Bogle left...


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Smartphones: How They Damage You & How You Can Fight Back

Published on 12 Nov, 2019

Smartphones: How They Damage You & How You Can Fight Back

Beyond the negative impact of our smartphones on our attention spans lie other harms. These negatives include anxiety, loneliness and a tendency to...


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The role of P/E multiples in determining investment returns

Published on 06 Nov, 2019

The role of P/E multiples in determining investment returns

In the BSE100 universe we find no significant correlation between starting period valuations (i.e. at the beginning of the concerned period) and...


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Published on 24 Oct, 2019

Diwali Special: Learning From Creative People At Work

20 years ago twelve American academics published a collection of studies tracing the intellectual development of giants like Einstein, Darwin,...


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