Blogs

Published on 09 Dec, 2018

Who is Marcellus and why does he matter

Published on: 9 Dec, 2018 We live in era defined by majoritarianism and social-media driven consensus. In such an age we seek inspiration from the...


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Published on 02 Dec, 2018

System level thinkers

Published on: 2 Dec, 2018 The intellectual legacies of four titans show that the smartest thinkers of every epoch are able to understand how the...


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Published on 28 Nov, 2018

Weak EPS growth and strong GDP growth can coexist

Published on: 28 Nov, 2018 There is needless angst in India about EPS growth staying weak even as the economy grows at 7%. Such a phenomenon is...


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Published on 19 Nov, 2018

Have we hit Peak Finance

Published on: 19 Nov, 2018 The combination of a rising fiscal deficit & tighter monetary policy in the US is pushing the world’s risk free rate...


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Published on 11 Nov, 2018

The role of Outsiders in investing

Published on: 11 Nov, 2018 The success of non-establishment figures in reshaping the investment landscape in America over the past 40 years gives...


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Published on 07 Nov, 2018

The Indian Stockmarket is Unique. Here is the Data.

Published on: 7 Nov, 2018 No other large stockmarket is as overwhelmingly macro driven as India’s. Arguably, this is because of the high cost of...


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Published on 30 Oct, 2018

Social Media, not Fake News, Damages your Portfolio

Published on: 30 Oct, 2018 Sixty years ago Solomon Asch showed that we start believing in nonsense if enough people around us are believers. Social...


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Published on 26 Oct, 2018

The end of QE and fund management

Published on: 26 Oct, 2018 Over the last ten years macro factors drove the majority of stock returns in India thus reducing the importance of...


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Published on 20 Oct, 2018

Fooled by probabilities and by Indian NBFCs

Published on:20 October, 2018 There are plenty of cleverly crafted games in which you win most of the time and are rewarded with small payoffs....


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