Published on 27 Jul, 2020
Introducing Kings of Capital – our financial sector PMS
Over the past decade, India’s Financial Services sector has been hammered by demonetisation, the ILFS crisis, Yes Bank’s collapse and now the...
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Published on 23 Jul, 2020
When Products Drive Profits
Some of the most inspiring entrepreneurial stories are written when professionals venture out on their own. Building on their education and/or...
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Published on 18 Jul, 2020
The Rise of the Next Generation of Champion Franchises
Covid-19 is leading to rapid consolidation across a range of sectors in India, including sectors in which well-run small cap companies participate....
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Published on 24 Jun, 2020
The Most Damaging Myths in Indian Investing
Portfolio construction based on grandmothers’ stories and advice from snake oil salesmen means that the vast majority of affluent Indians have...
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Published on 16 Jun, 2020
Inside the Mind Of the Indian Monopolist
All happy companies are different: each one earns a monopoly by solving a unique problem. All failed companies are the same: they failed to escape...
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Published on 27 May, 2020
India’s Kings of Capital – Part II: Deepak Parekh
In part I of this series, we looked at how Uday Kotak has successfully steered the Kotak group over the past 35 years (read Part – I here). In...
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Published on 22 May, 2020
Investing Through a Crisis: A Handbook from Marcellus Investment Managers
When stock markets crash during an economic crisis, the move to the bottom is usually so fast, that investors seldom get a chance to react in a...
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Published on 13 May, 2020
Behold The Leviathan: The Remaking of Indian Capitalism
The 20 most profitable firms in India now generate 70% of the country’s profits, up from 14% thirty years ago. The rise of India’s networked...
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Published on 22 Apr, 2020
Rx – A Dose of Scepticism
With communication tools becoming handier, investors are increasingly confronted with the challenge of navigating through the uncontrolled barrage of...
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