Published on 29 Sep, 2018
Accounting fraud and liquidity crunches are bedfellows
Published on: 29 Sep, 2018 Major accounting frauds typically come to light when liquidity tightens. Given the over 2% point jump in money market...
Published on 20 Sep, 2018
Elections are irrelevant for equity investors
Published on: 20 Sep, 2018 Exhaustive research by American political scientists, Chris Achen & Larry Bartels, shows that elections neither...
Published on 10 Sep, 2018
Reverse Positioned Brands
Published on: 10 Sep, 2018 “The writer-physician Atul Gawande has written about the phenomenon of ‘positive deviants’ in the...
Published on 28 Aug, 2018
Lehman, liquidity and Indias exposed financial system
On a crisp wintry morning in January 2007 I sat down with, John Kay, the Chairman of the firm I had co-founded in London, for our monthly chat. Over...
Published on 20 Aug, 2018
The smartest thinkers on competitive advantage
‘Competitive advantage’ is the most commonly used concept in business. However, proper application of the concept – to figure out...
Published on 13 Aug, 2018
The rise of Indian SMEs
The networking of the Indian economy (through roads, phones, internet, low cost flights) has created immense churn in the stockmarket. Small...
Published on 04 Aug, 2018
Reversion to the mean in politics & investing
Our desire to see India change for the better results in us overestimating the pace of change in the country in the short-medium run. This creates...