Long read: In Indian real estate, senior living is still in the junior league
As economies evolve, new challenges and new opportunities present themselves. One such opportunity in India’s current stage of evolution economically and demographically is senior living. Old age homes have been around in India but with rising affluence and social acceptance, there is growing demand for a better quality of retired life for our seniors such […]
Long read: Truth, Lies, and Statistics: Retraining economists in the age of AI
Barely a month goes by in China or in India without some macroeconomic data being published which leaves investors scratching their heads. However, before most investors have even had time to absorb the data release, macroeconomic forecasts based on the puzzling data is published by breathless economists working for brokerages. In this opinion piece, Pramit […]
Long read: Haryana’s bought brides are fighting back. ‘Why bring us from outside and insult us?’
Over the past year we have noted that Indian women are studying more than Indian men, getting better jobs, earning more money relative to the men and saving more (see for example: https://marcellus.in/blogs/urban-indian-women-have-more-money-than-men/). However, as is well known, in the less affluent strata of society, Indian women continue to struggle in what remains, for the most […]
Short read: Do You Need Alternatives to Get Rich?
Nick Maggiulli writes an insightful blog on personal finance often with views backed by rigorous data analysis. In this blog, he talks about alternative investments which refer to private equity, venture capital, real estate funds, private credit and collectibles like art and the pros and cons of the same. “While each of the asset classes […]
Short read: A great investor is a great rejector
We had the privilege of hosting Pulak Prasad over a webinar with our clients upon the launch of his brilliant book “What I Learned About Investing from Darwin”. The book is rich with investing insight drawn from the world of evolutionary biology. One specific lesson was about Type 1 (picking a bad stock) and Type 2 (missing […]
Short read: Ashutosh Mukherjee: A centennial tribute
Ashutosh Mukherjee was a giant amongst the many glittering stars who featured in the Bengal renaissance. In this piece, Advocate V Sudhish Pai, highlights both the great man’s polymathic personality, his achievements as a jurist in Kolkata High Court and his role in creating Calcutta University: “If greatness comprises character and intellect of the highest order […]
Long read: How Hermès Sells “Time”
Many of us wouldn’t know how to pronounce Hermès properly until it featured in our Global Compounders Portfolio (GCP) team’s launch portfolio a couple of years ago. Since then, we have been fascinated by the story behind the brand. Here’s a blog by Trung Phan which throws plenty of nuggets which help understand the brand […]
Long read: Google just updated its algorithm. The Internet will never be the same
If you run a business which is on the internet or you invest in such businesses, you might already be aware that over the past year Google has made dramatic changes to how its search engine works. These changes have changed the direction of internet traffic in favour of certain websites and taken away traffic […]
Long read: This is how Gupta and Chola empires fell—climate catastrophe, pandemic, migration
George Santayana said “Those who cannot remember the past are condemned to repeat it.” As we live through another superheated Indian summer and see vast swathes of the country experience water scarcity, we found this piece by the historian Anirudh Kanisetti a timely reminder of how vast Asian empires have been laid low by the […]
Short read: Big tech’s great AI power grab
Whilst a lot has been said about the big technology companies or the Magnificent Seven as they call them driving the rally in the US market in 2023, this year has seen an unlikely sector leading the rally – three of the top five best performing stocks in 2024 year to date have been from […]
Short read: Sunil Chhetri represents best of Indian football
A few years ago, one of the Marcellus staff members received a text message from the Indian football captain, Sunil Chhetri, saying that he had seen some of our videos, read one our books and wanted to talk. We reached out and had the good fortune to meet the great man in Kolkata. We spoke […]
Short read: Why is only 10 percent of the population left-handed?
If you have ever wondered not only about why only 10% of the population is left-handed but also why left-handers’ have a higher propensity to be born in certain families (which already have several left-handers) then you might want to watch this short BBC video. Ultrasound scans show that we become left or right handed […]
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