‘Only Re 1’: Customers line up for sanitary pads as price slashed at Jan Aushadhi stores
In his book Factfulness, Dr Hans Rosling remarked that the sanitary pads market remained the world’s largest untapped business opportunity, which could also make the biggest difference to humanity by improving women’s menstrual health, given the huge underpenetration of this product, especially in the third world. The issue got some much required publicity in India […]
Findings from Keeladi excavation site have a clear message for modern cities: Cherish your water, or perish
We alluded to Bangalore’s traffic congestion problem in last week’s 3L-3S but it is the city’s ability to deal with the challenges around water scarcity which will likely shape its future. Mridula Ramesh, who is the founder of the Sundaram Climate Institute, and author of The Climate Solution — India’s Climate Crisis and What We […]
How Did Eliud Kipchoge Break the Marathon Record So Soon?
As an ever increasing number of people across the world take to running citing benefits varying from the physical to the metaphysical, there is more inspiration coming from the field of long distance running. In an epic run last weekend, the current marathon world champion and world record holder Eliud Kipchoge broke the two-hour barrier […]
The Tycoons Behind China’s Gadget Factories Boom Prepare to Pivot
This is a super piece on how cold calculations – rather than national or ethnic identity – drive FDI. As China’s trade war with America rumbles on, Taiwanese entrepreneurs who set up factories in China 30 years ago are reconsidering their commitment to China. “Today, four Taiwan-based companies—Foxconn Technology Group, Inventec, Quanta Computer, and Compal—together […]
Salesforce Founder Marc Benioff: What Business School Never Taught Me
Continuing with heartwarming inspirations from the world of business, Marc Benioff, the iconoclastic founder and co-CEO of Salesforce has to be right up there. Ahead of the release of his latest book Trailblazer: The Power of Business as the Greatest Platform for Change, Marc’s interview with the Fortune magazine gives a peek into the mind […]
From rags to richer
The Economist – normally a champion of full on free market capitalism – has a heart warming story regarding a British retailer which has succeeded by treating its staff well. Julian Richer has built a successful high-street chain of 52 stores, named Richer Sounds. “…the 60-year-old Mr Richer is an atypical entrepreneur. That became clear […]
Introducing Little Champs – our small cap PMS
Given that each year 60 companies enter the BSE500, we can see that there are certain economic drivers which are helping well run small firms explode into prominence. From an investors’ viewpoint, in the three years run-up to entering the BSE500, new entrants outperform the index at a CAGR of as much as 40%, indicating […]
The Relationship Between Reforms & Returns in India
Ever since India started liberalising its economy in the early 1980s, the two-year period following General Elections has always generated positive returns with one exception (1999). In fact, the two years following General Elections have accounted for 80% of the returns generated by the Indian stockmarket. Furthermore, Consistent Compounder stocks have more than adequately participated […]
How Bangalore’s IT sector flowered from a princely state Diwan’s industrial dream in 1911
One would assume that an article on urban development in Bangalore would talk about the ridiculous traffic congestion in the city. But Aditi and Anish, students of urban development will hopefully tackle that on a different day. In this article, they trace the city’s emergence as a IT hub to economic policies set in as […]
An economic crisis in your teens can alter your behaviour for life, economists find
Behaviours of entire generations such as that of the baby boomers and the millienials and their influence on the economy has been a matter of interest for policy makers. But now, it seems like policy makers are delving deeper on this subject. Christopher Severen at the Federal Reserve Bank of Philadelphia has analysed the behaviour […]
The True Cost Of Ignoring True Cost
WeWork’s failed IPO has led to several notable commentators in America highlighting the folly of private markets and pointing to the broader house of cards constructed by venture capitalists in Silicon Valley. The most famous of these pieces has come from veteran commentator, Jason Zweig (see https://jasonzweig.com/how-we-should-bust-an-investing-myth/> ). The responses to Zweig’s piece are actually very interesting […]
Is Amazon Unstoppable?
As we approach the next US presidential elections, the chorus against big corporate will only get louder. Hence, it is only logical that the largest corporate – Amazon becomes front and centre of this outrage. Plenty has been written about Amazon’s ‘Day One’ and ‘Flywheel’ approach to business which has made it a relentless growth […]
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