The Long Awaited Policy Response is Here
The employment, wages and consumption slowdown that has played out in India post-Covid has now been recognised by India’s policymakers. Whilst their policy response has been substantive (especially with regards to boosting consumption, the mainstay of India’s economic growth), the structural issue of helping middle class India deal with a massive labour market transition – […]
Marcellus’ Portfolio Updates & Insights – October 2025
marcellus.in From Our CIO’s Desk India’s 5-layered Consumer Stimulus; More Needed After a five-year flirtation with boosting public capex, the Government of India is now focusing on the main engine of India’s economic growth: Consumption. The last 6 months have seen the announcement of a 5-layered boost for domestic consumption including the keenly awaited GST […]
Long read: Lessons from the Wall Street crash of 1929
This is a timely book as more and more paranoid voices bring up the comparison of the current market exuberance with the ‘Roaring 20s’ referring to the stock market boom of the 1920s, culminating in the crash in 1929 leading to the Great Depression. Andrew Ross Sorkin, a journalist with the New York Times, known […]
Short read: ‘Their resilience is a lesson to us all’: The maritime lions hunting seals on the beach
From our primary school days, we are taught that the lion is the apex predator. However, we are rarely taught how hard the lions work to ensure that their apex position sustains. Nor are we told just how adaptable these intelligent and hardworking animals are. Isabelle Gerretsen’s article will help you catch-up on the things […]
Short read: Her Right
Our 2024 bestseller “Behold the Leviathan: The Unusual Rise of Modern” celebrates the rise of Indian women who in many walks of life are leaving their male counterparts far behind. In a conservative society, we expect to see this female ascendancy trigger a male backlash as a beleaguered patriarchy seeks to hold women back. An […]
Long read: The World in Which We Live
Nassim Nicholas Taleb, formerly an options trader, shot to fame as an author with his book ‘Black Swan’ published in 2007, just before the global financial crisis, a black swan event in itself. His other books Fooled by Randomness, Antifragile and Skin in the Game are must-reads as well. This piece is a transcript of […]
Long read: Are we living in a golden age of stupidity?
Oxford University Press’s word of the year for 2024 was ‘Brain-rot’, referring to the deterioration of mental and intellectual abilities caused by excessive consumption of low-quality online content on social media. Apparently, with AI, this is only getting worse. Whilst AI can augment human ability, the usage currently suggests that it is coming at the […]
Long read: Shashi Tharoor writes: The world after the American order
Congress MP and chair of the Parliamentary Standing Committee on External Affairs, Shashi Tharoor, was formerly UN Under Secretary-General and former Minister of State for External Affairs. Therefore, he’s well placed to comment on the new international order (disorder) that is emerging in the Trumpian world. Mr Tharoor’s column begins on expected lines by castigating […]
Short read: Does watching reels have the same effect as alcohol on the brain? Neurologist explains a new study
Short video scrolling is the new ‘substance’ that humanity is abusing and is getting addicted to and this time it isn’t just a small cohort. Large swathes of human populations across the world, across generations are getting their ‘kick’ from scrolling short-form videos on TikTok, Instagram Reels, Youtube Shorts and the likes. New research published […]
Short read: From Industrial Revolution to China’s rise: 2025 Economics Nobel winner reveals secret to growth
It is that time of the year when the Nobel foundation recognises outstanding work with the principle of ‘for the greatest benefit to humankind’ by awarding the prestigious Nobel prize across physics, chemistry, physiology or medicine, literature, peace and economic sciences. This year’s prize of Economic sciences was awarded to Joel Mokyr, Philippe Aghion and […]
Short read: ‘Let Them Live In Peace’: The Fight for Uncontacted Amazon People
Those who have read Jared Diamond’s remarkable book “Guns, Germs & Steel” would know that the way the European colonialists wiped out the Native Indians in South America was more by exporting new diseases from Europe to the New World than through actual shooting. The Native Indians’ bodies could not cope with these new diseases […]
Long read: What’s Happening to Reading?
No, this isn’t yet another rant from us on the decline of reading. This is about the role of AI in our reading habits and what it means for writers as well. First, on the latter – with AI models ‘reading’ everything that’s out there to synthesize an output for a user, writers such as […]
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