Blogs

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...

COVID-19 and the Proliferation of Junk Science

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...

What Investors Can Learn From Rahul Dravid

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...

The Best of 2020

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...

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