Aussies have gone soft, Pakistan are friendly, who does India hate on at this World Cup?
Despite the fiasco around ticket sales, the cricket world cup fever has set in with the Asia cup and the Australia series in the run up. However, both the series lacked intensity despite involving historic rivalries for hosts India with Pakistan and Australia. This piece by Sandeep Dwivedi in the Indian Express explores why these […]
Bosses won’t like it but WFH is a happier way to work
The pandemic induced ‘Work from Home’ has gone through a full cycle with businesses initially forced to embrace it, then finding cost and productivity benefits to now recalling workers back to office citing productivity issues. Simon Kuper argues why that might not be a great idea:x “…the argument for the efficiency of office work is […]
Working Moms-In-Law Lift Female Employment In India, Study Says
Over the past year, we have been researching the ascendancy of Indian women in terms of educational attainment and professional success. This research in turn has led us to ramp-up investments in companies whose offerings are primarily purchased by women. In this context, we enjoyed reading this piece from Anup Roy which says: “Women in […]
The Capital Cycle
Investing in cyclical stocks can be challenging as fundamentals as well as share prices can underwhelm for fairly long periods. However, they can be rewarding as well if we can understand the cycle. Research by analysts at Marathon Asset Management into this subject got published as a book titled Capital Returns. This blog by Cedric Chin […]
The Gap in India’s Economy Worrying an Ex-Deloitte Boss
Over the past couple of years, we have noticed that the financial statements of many smaller Indian companies are audited not just by non-Big4 auditors, they are audited by small audit firms which have never before audited the accounts of listed entities. In fact, this article says: “The Big 4 (or now, 5) firms have long […]
Xi’s Age of Stagnation: The Great Walling Off of China
Ian Johnson has lived and reported from China about the country for over two decades. During this period, he has won the Pulitzer Prize for his reporting. He is the Stephen A. Schwarzman Senior Fellow for China studies at the Council on Foreign Relations and the author of the forthcoming book ‘Sparks: China’s Underground Historians […]
How thinking in a foreign language improves decision-making
For those of us who know a second language, turns out, we can alter our mindset by a conscious choice of language used to think depending on the circumstance, to make better decisions. In this article, David Robson, the author of the book “The Expectation Effect: How Your Mindset Can Transform Your Life”, cites research […]
Even If You Knew The Future
Over the past decade Ian Cassell has become a celebrity microcap investor not least because of his superb “Intelligent Fanatics” series of books on great entrepreneurs and CEOs. In this blog, he explains the uselessness of macro forecasting from the perspective of an equity investor. In specific, he helps you understand how even if you […]
How social media killed the protest
FT columnist Robert Shrimsley points out that the rise of social media, rather than creating a virtual commune where contesting ideas can be debated, has undermined the quality of political activism because “For a certain kind of activist, politics has been reduced to pure performance”. Mr Shrimsley notes that at a recent public event in England […]
The Baghdad job: who was behind history’s biggest bank heist?
This long read has the potential to be made into a movie thriller. The content of the article – $2.5bn siphoned off a bank account meant to hold tax deposits of oil companies in Iraq, is in itself a matter of intrigue. But the author, Nicolas Pelham, goes one up with his story-telling that the […]
A conversation with Renaissance Technologies CEO Peter Brown
Renaissance Technologies’ Medallion fund, a hedge fund that deploys systematic trading using mathematical models, is known to have the best investing track record in history. In 2019, Gregory Zuckerman’s book titled “The Man Who Solved the Market” about Jim Simons, the legendary founder of RenTech, said this about the fund’s record: “Since 1988, his flagship Medallion […]
Cricket in Kashmir has always had a troubled pitch. Now women are helping change the game
As you might have noticed, we have been writing recently about the stunning new data highlighting the economic ascendancy of Indian women (see, for example, our blog which highlights that urban Indian women have more money than men: Urban Indian Women Have More Money Than Men – Marcellus). These positive changes for women are now increasingly […]
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