Blogs

High Inflation Helps the Strong Get Stronger

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...

Staying on the Top of Everest is Harder than Getting There

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...

Three Distinct Layers of Polarization in the Indian Stock Market…

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...

Is India Really a Flailing State? Let’s Review the Data

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...

Competition Demystified in India’s Small-ticket Consumption

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...

Four Economics Books for Building Mental Muscle

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...

How Portfolio Management Services in India Rediscovered its Mojo

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...

A Sixty-Year-Old Tool to Assess Capital Allocation Decisions

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...

India’s Top 20 Leviathans’ Awe-inspiring Dominance

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...

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