Crawling on campus
Most of us prefer to live our private lives quietly. Some of those who get celebrated for their achievements still prefer to stay away from controversies especially those involving a face-off with the establishment. The question this oped and the event it refers to poses is if it is ok for private individuals or institutions […]
Covid-19 cases are rising again in much of the world
Just when the vaccination drive and the fall in caseload was reassuring us that we may have put the worst of Covid behind us, cases have begun rising again. Here in Mumbai, daily case count has shot up 5x in a matter of days. The rest of the state and country are also witnessing a […]
The heroic employee who stood up to a workplace bully and won
We celebrate our heroes, often the glamorous ones celebrated by the world at large. However, there are our everyday heroes, who go unnoticed and in this case, left the world. Salil Tripathi, the author and columnist for the Mint makes it a point to recognise one such hero. Salil writes about Gaurav Probir Pramanik, who died […]
How to Balance Hard Work and Pleasure for Happiness
There’s plenty being written these days to cater to our need for an informed pursuit of happiness. As the author of this piece puts it they range from the mundane to the abstract, some even a sham. Arthur Brooks, a Harvard professor who also hosts a podcast on The Art of Happiness, helps us cut […]
RBI Bulletin: State of the economy
More than actions, they say, a central bank’s communication has a greater impact on the markets. And every now and then, central bankers resort to rather entertaining language to drive home the point. In its article ‘State of the economy’ featured in its most recent bulletin published earlier this week, India’s central bank, the Reserve […]
Why General Insurers get free money and why we hold ICICI Lombard
General insurance is simply the business of receiving premiums upfront and paying claims at a later date. This timing difference creates a negative working capital cycle and allows general insurers to deploy and earn investment income on the policyholders’ funds (float) in the interim period. A well-run general insurer is able to consistently raise float […]
The day the growth trade topped
Here’s another piece from the Ritholtz stable, this time from the CEO Joshua Brown, who picks on from where Ben Carlson left (a piece we featured in last week’s 3L&3S), on whether indeed rising interest rates hurt stock markets or is it just another story we like to ascribe to what are largely random movements? Brown reckons […]
Some of the adult raja betas and rani bityas of the newly rich Indian are bored, woke and high maintenance. But papa and mam still pay the bills
Recent protests on social and political issues in India have featured many young Indians from well-to-do families. In some ways, it is heartening to see these kids stand up for their beliefs and voice their opinion against the establishment freely. However, Monika Halan, an authority on personal finance and the author of the bestselling book […]
Auto companies break gender barriers, hire more women for shop floor roles
Over the past few years, many of the CEOs of the companies we have invested in have made it clear that they prefer to have more women workers in their factories. Over the past years the labour contractors we speak to gauge the strength of demand for factory labour have told us that several large […]
How to be angry
The title might be a bit misleading. The piece still largely talks about how not to be angry by providing us an understanding of the factors that drive anger in the first place, how we can manage them so we avoid the adverse consequences of rage. However, the piece also talks about how it is […]
‘I’ve never seen anything like this’: Chaos strikes global shipping
Over the past six months we have heard several of our clients who run export-import dependent businesses in India complain that the movement of global freight has been disrupted by Covid-19 and why it is making it difficult for them to get key inputs. Ironically, as the post-Covid economic recovery gathers steam, this problem is […]
The rich vs the very, very rich: the Wentworth golf club rebellion
Samanth Subramanian has emerged as one of the best young, non-fiction writers of our era. He can take any subject – from Jimmy Anderson to Covid-19 masks to golf clubs – and produce a riveting read. In this piece he explains how a Chinese takeover of a prestigious English golf club, Wentworth, exposed an affluent […]
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