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...
Published on 25 Jan, 2021
COVID-19 and the Proliferation of Junk Science
Over the past year a plethora of strategies to combat COVID-19 were put into action. However very few of these strategies were backed by publicly...
Published on 20 Jan, 2021
What Investors Can Learn From Rahul Dravid
More than any other cricketer, Rahul Dravid’s career has plenty of lessons for the rest of us regarding the power of mental conditioning and...
Published on 29 Dec, 2020
The Best of 2020
The Best of 2020 2020 has been such a remarkable year that it is now considered cliched to use the word ‘unprecedented’ to describe it. All of us...