Drug Discovery is Being Revolutionized & What It Could Mean for Investors
Google DeepMind’s success in using AI to crack protein folding (one of the hardest problems in science) has revolutionized medical research. Research that used to take decades now takes a few years. This makes it likely that the speed of new drug discovery will increase. To gain exposure to this combination of AI & medicine, […]
Short read: Asha Bhosle: The voice of Nehruvian transition
As tributes continue to pour in, following the passing away of Asha Bhosle, the legendary singer, we found this piece in Frontline quite unique. For a more fun journey through Mrs Bhosle’s most iconic songs as experienced by a 90s kid’s whose admiration grew with age, we would point you to this piece in the Indian Express. […]
Short read: The labor economics of ‘Alien’ — and its lessons for inequality on Earth
This is an interesting read not just for the topicality of it given the recent cases of labour unrest in some parts of India but also a nostalgia driving analogy with the context of the iconic 80s movie – Aliens. The article refers to a new book The Wage Standard: What’s Wrong in the Labor Market […]
Short read: The AI Jobs Scare Meets 250 Years of Data
In our latest bestseller, “Breakpoint: The Crisis of the Middle Class & The Future of Work” we explain that tech disruption usually impact the labour market in two waves. In the first wave, labour is displaced by new tech eg. the light bulb displacing candle makers in late 19th century America. In the second wave, tech […]
Long read: China shock 2.0: the flood of high-tech goods that will change the world
China shock 1.0 referred to how beginning the 90s, low-cost Chinese manufacturing led to disruption of manufacturing in the west. But that was largely related to low-tech products manufactured at scale where cost competitiveness was key. However, the west, in particular European countries like Germany retained a strong hold on high tech industrial and automobile […]
Long read: Lady bouncers of Delhi NCR and their fight for dal, roti, respect
Did you know that Delhi has 2,500 lady bouncers? And did you know that the first female bouncer in India is Mehrunissa Shaukat Ali (who works at the Social in Saket, an upscale locality in south Delhi) hailing from Saharanpur in Western UP? These and other interesting factoids are studded within Saman Husain’s fascinating article […]
Long read: The antibiotic trap
Assa Doronis is professor of anthropology and South Asia at the Australian National University in Canberra. Alex Broomis is academic director for Social, Behavioural and Economic Sciences at the Australian Research Council. Doronis & Broomis have authored a book titled ‘A World of Resistance: India and the Global Antibiotic Crisis’ (2026). This long essay in Aeon […]
Who Will Win the LLM Wars and How Can Investors Benefit from the same?
Tempting as it is to declare a winner in the LLM wars every week or month (depending on the latest capability demonstrated by Claude or Gemini or ChatGPT), such predictions are a waste of time because of just how fluid the AI landscape is. All we know for sure is that AI is an important […]
Diversification in a Concentrated Portfolio of Compounders
In an uncertain macroeconomic environment shaped by AI disruption and shifting global geopolitics, the Consistent Compounders Portfolio (CCP) strategy has evolved significantly. While maintaining a concentrated portfolio focused on good-quality businesses, we have diversified our top holdings across uncorrelated sectors such as healthcare, auto components, and export-led manufacturing. This deliberate shift away from our historical […]
Short read: Crystal ball: Musk’s forecast of nobody needing to work looks flaky but Keynes’ life of leisure doesn’t
AI bros believe its rapid progress will create a world where everything is in abundance. Elon Musk has gone to the extent of proclaiming that abundance will be such that no one will need to work, at least not for money. Indeed, money as a concept will likely lose relevance. “Musk believes that robots and […]
Short read: China has been preparing for a global energy crisis for years. It is paying off now
Whilst the world at large has been somewhat relieved by the ceasefire, it has indeed been a huge source of relief in particular for those countries dependent on energy imports from the Gulf, primarily Asian majors such as Japan, Korea and India. Whilst China is an even bigger energy consumer and also dependent on imports, […]
Short read: Fossils from China show complex life evolved millions of years earlier than once thought
If you are feeling that the tanking stockmarket and the economic sluggishness is wearing you down, reading the article might help you put your (and our) challenges in perspective because the timelines which matter to the planet are not a few thousand years or even a few million years; they are more than several million […]
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