Profiting from the Global Upsurge in Electricity Demand
Thanks to a remarkable surge in power demand, the world needs an extra 400 gigawatts of electricity each year. For supply to keep up with this demand surge means $600 billion per year of capex for the next five years. This explains why major industrial firms across the world are currently experiencing record or multi-year […]
Short read: How to get power naps right
Several cultures across the world have an afternoon nap native to them, most famously the Spanish siesta. Whilst this may not be a practical option for many in today’s corporate life, this article looks at studies which show the benefits of napping during the day. “A randomised controlled trial in 2023 found that nappers woke […]
Short read: 9 In 10 Indians Do Not Exercise
Our Prime Minister said last year that obesity is becoming a grave crisis for our nation. And yet, Indians are not taking notice. As Vijay Jadhav notes in this article: “Only one in 10 Indians exercised on a given day in 2024, according to the Time Use Survey by the National Statistics Office (NSO). Exercise […]
Short read: How social protection can free India’s lost Einsteins
One of the most perplexing aspects of India’s development over the past two decades is that inspite of now having a large university system (ranking in size only behind the three large economic blocks in the world: USA, China and Europe) and inspite of receiving $40-50 billion of Venture Capital and Private Equity funding every […]
Long read: The Cult of Busyness
The cult of busyness refers to a cultural mindset where being busy is treated as a virtue or status symbol. People often equate a packed schedule with importance, productivity and personal worth. In this Substack, Tamara rants about this contagion: “Once upon a time, “busy” was merely descriptive. You could be busy milking cows, busy […]
Long read: Can Ozempic Cure Addiction?
In this long article Dhruv Khullar explains the surprisingly complex, powerful and often mysterious impacts that GLP-1 medications have on the human body. At one level, these medications seem to have the potential to cure a variety of things which ail human beings. At another level, what these medications are doing could be messing up […]
Long read: Where Is A.I. Taking Us?
Most newspapers, periodicals and blog sites are filled with articles about AI. No other new technology has captured the imagination of humanity as much as AI has, perhaps helped by its predecessor technologies of the internet and social media. Therefore, there isn’t a week where we go without featuring one on the subject here in […]
Profiting from the Demise of ‘Information Intermediaries’
Like the internet a generation ago, AI is triggering a massive wave of value migration from traditional style businesses to new business models. Our Global Compounders team has identified and invested in several opportunities in developed markets over the past four years, with the aim of positioning our clients to potentially benefit from this new […]
Short read: The most useful indicator of your overall health
Tech billionaires in pursuit of conquering aging have triggered a global wave of rising awareness of fitness – both physical and mental. Growth in wearable technology like smartwatches and trackers which offer real time monitoring of key health indicators such as heart rate, insulin levels, sleep quality, oxygen levels, etc are helping with feedback and […]
Short read: How Korea became cool: Misconceptions played a role
Over the past couple of decades, Korea has emerged as a global manufacturing hub for cars, electronics, memory chips, cosmetics etc. However, what is even more remarkable is its emergence as a global soft power with Korean movies winning Oscars, Korean TV dramas getting a global audience, its music bands or K-pop going viral as […]
Short read: André Béteille (1934-2026): Sociologist who made India see itself clearly
André Béteille was the Virat Kohli of Indian sociology i.e. a legend who transformed the way we understand social relationships, inequality and conflict in Indian society. He “passed away on February 3, 2026, after five decades of teaching and research at the Department of Sociology, Delhi School of Economics, University of Delhi. His contributions to […]
Long read: Something Big Is Happening
The last two weeks have been remarkable in the world of AI with many seeing it as a giant leap in its capabilities and what it means for jobs and business models across a whole host of industries involving white collar work. Anthropic, a leading AI company, whose founder’s alarmist essay we featured here a […]
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