Blogs

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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Published on 19 Oct, 2018

What do we expect from a CEO

Published on: 19 Oct, 2018 Rather than being a corporate Superwoman, the Effective CEO is an honest, industrious, well informed executive who is...


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Published on 12 Oct, 2018

Spotting the Liar in the Boardroom

Published on: 12 Oct, 2018 Alongside our forensic accounting model, we also use questioning techniques popularised by the CIA to figure out whether...


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Published on 05 Oct, 2018

The Hero Delusion in Sport, Business & Elsewhere

Published on: 5 Oct, 2018 Evolution has trained us to use ‘thumb rules’ to simplify complex decisions. However, when these thumb rules don’t...


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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...


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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...


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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...


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Lehman, liquidity and Indias exposed financial system

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...


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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...


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