Short read: The war on Iran and the war on Anthropic
If there is anyone who knows a thing or two about the importance of societal institutions for a country’s prosperity, it is Daron Acemoglu who in 2024 won the Nobel Prize for his work on exactly this subject. In this article, he tears into how Trump through two of his decisions in the past week […]
Like Mohammed Siraj, Rinku Singh’s father left too soon, his sacrifices never witnessed the fame they helped build
In a country where jobs are increasingly scarce even for well-educated graduates from middle class families, for youngsters from less affluent families the avenues for gainful employment are fewer still. In such a country, the IPL has been godsend for the children of the less affluent – it offers them a ticket to prosperity with […]
Short read: Novartis settles with Henrietta Lacks’ estate over use of her ‘stolen’ cells to advance medicine
Henrietta Lacks’ tragic death did not stop her from leaving behind a legacy so profound and powerful that it changed medicine forever. Now, her family is ensuring that that legacy is remembered, celebrated and rewarded properly. Here in brief is her remarkable story: Henrietta “Lacks was a poor tobacco farmer from southern Virginia who married […]
Long read: What Happens When Everything Can Be Bet On?
Predictions are hard, especially the ones about the future”, a quote often attributed to Niels Bohr, the Nobel winning physicist, was meant to suggest the futility of forecasting. Unless, if you can use the wisdom of crowds or even better inside information. Turns out, there is now a legitimate business that combines both and is […]
Long read: The AI Disruption: From Doomsday Destruction to Do-Nothing Bots!
There’s been plenty of feedback, mostly criticism in the public domain of the doomsday report by Citrini research which shook the markets last week. Much of the criticism is by the way of the critics providing their own scenarios as more likely. Given how fast the space is evolving and most couldn’t have been predicted […]
Long read: Can Israel Transfer Iron Dome and Iron Beam Tech to India?
Since finding itself bereft of international support during Operation Sindoor, the Government of India seems to have gone into an international overdrive to build friendships with other middle powers such as France, Canada and Israel. At least part of this outreach is with a view to acquire advanced weaponry of the sort Pakistan was able […]
An Economic ‘Sagar Manthan’ Beckons for India
India’s three-decade-long growth story was built on a critical engine: IT services exports worth $225 billion a year that funded India’s current account, created a million middle-class jobs each year, and powered domestic consumption. That engine is now slowing due to a maturing global outsourcing market and due to the substitution of cognitive labour by […]
Profiting from the $1 trillion Global Market in Small Industrial Machines & Components
On the back of the re-industrialization of the West, the global market for small industrial machines and components is growing at 5-7% per annum in $ terms. Over the past 3 years, as demand for Defence, Aerospace and Power has accelerated in Developed economies, our Global team has made several investments in European and American […]
Marcellus’ Portfolio Updates & Insights – February 2026
marcellus.in From Our CIO’s Desk RBI’s Report Flags Indian Consumer’s Debt Trap For the past year, we have warned that the Indian middle class is financing its lifestyle through a precarious reliance on debt. The RBI’s latest Financial Stability Report (FSR) has now validated these concerns, signalling that the “consumption story” is hitting a wall […]
Short read: Inside the mind of Eileen Gu, Winter Olympics superstar — and so much more
Beyond AI, the changing world order with the ascent of China as a rival superpower to America is shaking up geopolitics and is now playing out in the sports arena too. The Winter Olympics doesn’t get great coverage here in India but its latest superstar Eileen Gu was at the receiving end of the American […]
Short read: While corporate America stayed silent, a small wine importer risked his business to challenge Trump’s tariffs
In vibrant democracies, power – in both political and business life – is contested by rival constituencies every single day. It gives the rest of the world plenty of newsflow to cheer and jeer about but however ugly that might look, the financial returns that the world’s mightiest democracies produce can’t be matched by other […]
Short read: Brad Pitt vs Tom Cruise? No, it’s AI-generated fight that raises replacement fears in Hollywood
In our forthcoming book, “Breakpoint” we have provided several case studies of how AI is disrupting careers which until a year ago were thought to be impervious to disruption eg. attractive young people who appear as models in advertisements, lighting experts who work in the film industry, film directors. Last week Bytedance introduced new AI […]
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