Long read: A trail of grief, little accountability: The Marion Biotech story after 68 children deaths
For several decades now it has been fashionable to spout opinions in conferences and in media about what can be done to boost India’s exports. While all sorts of policy measures have been tried, it is relatively clear that as a nation we struggle to get the basics right on quality control because of our […]
GIFT City $ PMS in Global Stocks is the Amitabh Bachchan of NRI Investing
Summary: More than investments in Indian stocks, it is $ investment in the world’s best companies through GIFT City is emerging as an option for NRIs. A GIFT City PMS in global stocks may help in addressing FOUR big challenges for NRIs because: a) it does NOT create PFIC issues; b) it does NOT expose the NRI to INR depreciation; c) it […]
The Resilient US Economy Has Major Implications for Indians
Over the past 35 years, the United States has combined the second-lowest GDP growth volatility among large, advanced economies with the second-highest mean growth rate. The combination is unusual. Most economies trade growth for stability or stability for growth. The United States trades neither away. This has profound implications for Indian investors. A moderate allocation […]
What Does the Singularity Imply for Your Portfolio
Summary: Ray Kurzweil’s Singularity forecast in 2005 — that machine intelligence will so dramatically exceed all human intelligence by 2045 that human life will be irreversibly transformed — was initially dismissed as the speculative musings of an eccentric scientist. However, now that his intermediate forecast for 2029 – that AI will pass the Turing test (i.e., […]
Short read: Meet the New Leader of the Free World
No, the author isn’t referring to China as some might think after Trump’s visit last week. The author refers to ‘free world’ as in being free from dependence on America. It shows how first Ukraine has managed to hold a mightier Russia despite having given up on any help from America. And this success of […]
Short read: The jobs apocalypse: a (very) short history
This is part of a series of articles in the Economist’s recent edition on the oft discussed risks to jobs from AI. Whilst most articles show that there is yet little evidence of job losses directly attributable to AI, the world – people and their governments should prepare for such an eventuality. However, this specific […]
Short read: Vinesh Phogat vs wrestling system, and sadly the champion is on the mat
Vinesh Phogat had the courage to take on the Wrestling Federation of India (WFI) and the strongmen who rule the Federation. Now, the WFI is ensuring that Vinesh is put in her place. For those who enjoy seeing the system beat up a champion, this is an ideal case study. Shaunak Ghosh explains the WFI’s […]
Long read: How Long Do We Wait for New Inventions?
Brian Potter at Construction Physics is one of our favourite science writers around. And this piece shows why. Potter uses Claude AI to research the question in the title of the piece, which means how much longer has it taken for an invention to be actually made from the time when all the preconditions for […]
Long read: The origins of Indians
All of us learnt at school about the Indus Valley civilisation, their mysterious disappearance and the never-ending debate about Indians are people indigenous to the sub-continent or descendants of people from elsewhere. This long read in Aeon recasts this age old debate in a very original way. The author, Kiran Kumbar, is a historian, writer, […]
Long read: The Chinese whiz kids of Silicon Valley
Viola Zhou grew up in China and migrated to USA. Based in New York City, she is now a reporter covering China’s tech scene. For this breathlessly exciting story on how China’s insanely driven STEM kids are the ascendant superstars of Silicon Valley, Viola relocated to Silicon Valley. Specifically, she relocated to the famous house […]
Your 50s are By Far the Most Important Decade for Your Compounding
5 sets of factors make sensible saving & investing in your 50s even more important for Indians than for people in the developed world: 1) rapidly rising life expectancy, 2) surging healthcare & hospitalisation costs, 3) steadily rising cost of paying for children’s overseas education, 4) clear signs that AI will lead to job cuts for mid-senior level employees, and 5) most Indians have most […]
Hyperscalers’ Exponential Revenue Growth Signals Trouble for Jobs
So far AI has for the most part augmented the efforts of human workers rather than replacing them outright. Agentic AI is different – it promises to replace human workers entirely and perform roles independently. Actual use of Agentic AI has so far been limited by its unreliability and by the high cost of compute. […]
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