Several of you might have wondered why some people are natural leaders – delegating tasks or ordering people about effortlessly – whilst others are unsure, hesitant wrecks. This contrast is especially startling when you see two people or comparable ability who perform very differently in leadership roles. The author says that part of the answer […]
Even by the high standards of the long essays published in The Atlantic, this piece is simply exceptional. The author teaches a class in Harvard Business School on Happiness. That is not as odd as it sounds because: “The scientific study of happiness has exploded over the past three decades. The Nobel Prize winners Daniel Kahneman […]
With most investors spending majority of their time reading and thinking about Coronavirus, it would be fair to say that their minds are now firmly “anchored” by the crisis. As Kahneman & Tversky showed 40 years ago, anchoring impacts our ability to think rationally. 300 years ago, Thomas Bayes created a pathbreaking theorem which can be […]
Contact tracing-testing-isolation has been a strategy several governments have adopted to control the Covid situation to a large extent. However, much of contact tracing techniques involve using data sources which potentially infringe on privacy laws. Whilst these can be justified in the current situation, many fear that these can be legitimised in the post Covid […]
Industries which require employees to be physically present in the premises and hence can’t implement an effective Work From Home policy may see an accelerated adoption of automation. Replacing a human being, a natural host for the virus, with a robot provides a simplistic solution to breaking the chain. Businesses might find the robot, which […]
The headline of this article could well be a common cry for help from several industries but the restaurant industry is one which could use this even without the lockdown inflicted woes. In a candid interview with the Outlook Business, Riyaaz Amlani, CEO of Impressario Handmade restaurants which runs chains like Social, Smoke House Deli, […]
Brilliant piece by John Authers, the veteran markets commentator formerly with the FT. John brings back memories of LTCM, the hedge fund which went belly up in the late nineties and how nothing really has changed since then. The S&P500 lost a staggering 33% in a little over 20 trading days and then back to […]
This blog from Klement renders yeoman service for HNWs by refuting the notion that HNWs should put all their eggs in one basket and then watch that basket really closely. The blog uses a clever study conducted by an Indian academic to attack the latter part of the proposition given in the previous sentence: “Didn’t Andrew […]
50% of our calls with our clients during the lockdown hinges around the client probing us on whether the bottom has been reached (in terms of the Indian market bottoming out). As you would expect, our view is that neither we nor anyone else knows whether the market has bottomed or whether it will bottom […]
We see limited impact of COVID-19 on Little Champs’ fundamentals beyond the short-term business disruptions given: (i) their strong balance sheets will help them navigate the near-term stress much better than leveraged peers; and (ii) export oriented portfolio companies’ exposure is mostly in essential products (pharma, agro, food) or replacement markets rendering immunity from a […]
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