Short read: Could weight-loss drugs eat the world
Europe’s most valued company today is a pharmaceutical company – Denmark’s Novo Nordisk, valued at more than half a trillion dollars, having tripled in the last three years. All thanks to its wonder drug for weight loss, Wegovy, sales of which touched $4.5bn in 2023 up 5x over 2022. It’s closest competitor, Zepbound sold $2.9bn […]
Short read: The Psychologist Who Turned the Investing World on Its Head
Daniel Kahneman, the Princeton professor of psychology, who won the Nobel Prize in economics for his pioneering work in behavioral finance passed away last week. Here’s an obituary by Jason Zweig, the noted financial journalist who had a chance to observe Kahneman from close quarters when he worked on the initial drafts of Kahneman’s best […]
Short read: Indian Prisons Saw A Surge In Undertrial Prisoners Over A Decade
People like us who earn a living in India’s financial markets often rely on cliches like “India has an independent judicial system which delivers a modicum of law & order in this vast country” to convince foreign investors to direct their monies towards India. This data oriented article in IndiaSpend should give all of us […]
Long read: Parallel Tracks: observations from the Jade Empire (Part 1)
Whilst India might have replaced China as the fastest growing large economy in the world, China is in a totally different race altogether – the technology race with the world’s super-power, the US. Here’s a blog by a venture capitalist, taking stock of where the US and China stand on three key aspects of the […]
Long read: The Indian Giant Has Arrived
The star duo – one a famous investment strategist, the other a Nobel Prize winning economist – highlight three critical risks facing the Indian economy, risks which we believe are poorly appreciated in the broader investment fraternity. Firstly, India’s economic muscle in IT Services and its massive diaspora remitting money back home brings $350bn+ of […]
Long read: Why Do Rich People Love Quiet?
We came across two essays on the same subject with the same title over the course of a week. The authors of these essays could not be more different. Dr Chakraborty is a professor of marketing at Shoolini University in the picturesque hill station of Solan in India. Ms Gonzalez is a bestselling author in […]
Short read: CATL, the little-known Chinese battery maker that has the US worried
As the west, particularly the US, tries to wean away from its reliance on Chinese manufacturing, it finds that in certain areas there is no way out. One of them is electric batteries. CATL, the Chinese electric battery maker used for electric vehicles as well as power grids is not just the world’s largest but […]
Short read: Formula 1 chief appalled to find team using Excel to manage 20,000 car parts
We know Formula 1 teams build the most advanced cars on this planet. Each of these cars – we are informed by this article – cost $12-16mn. Apparently, these teams operate with a budget cap of $145 million. And yet, these teams use Excel software to track all their wonderful high tech gadgets and cutting […]
Short read: Why Asia Should Sound the Trump Alarm
James Crabtree, Author of the bestselling book, ‘The Billionaire Raj’, argues in this piece that Asian politicians are underestimating the risks that Donald Trump’s potential return to the White House poses to Asia: “Then there are three bigger problems that should alarm Asian leaders. The first is Trump’s growing unpredictability. Here, the recent case of […]
Long read: Why women, once ignored, are being treasured in Krishnagiri
Over the past year, we have highlighted some emerging themes in the India story including the rise of India’s women, the ascent of southern India and growth in Indian manufacturing thanks to China plus One (a phrase used to describe the world’s imperative to reduce reliance on China for its manufacturing needs). Here’s a heartwarming […]
Long read: How businesses are actually using generative AI
Artificial Intelligence or AI has been threatening to disrupt our lives for long but never has it been closer to being reality than from the launch of GPT4 a year ago. Whilst some of us might have played around with ChatGPT in our individual capacities, how is the world adopting it at scale? Especially businesses […]
Long read: How the Pentagon Learned to Use Targeted Ads to Find Its Targets—and Vladimir Putin
Byron Tau’s article helped us understand how badly constructed apps not only give third party advert providers a free ride on our time & attention but can also compromise our privacy (and give away the most intimate details of our lives). The central protagonist of the article is a US government contractor-cum-techie, Mike Yeagley. Through […]
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