Long read: The irresistible mystery of the beautiful batsman
Roger Federer and Rafael Nadal provided one of the greatest rivalries of sport, not just for the intensity with which they competed but also the mutual respect they showed for each other. It will be hard to choose one over the other. Whilst Rafa’s grit might appeal to some, for others the sheer elegance of […]
Long read: Explained: Tamil Nadu’s decentralised industrialisation model
The legendary journalist and author Harish Damodaran (he of ‘India’s New Capitalists’ fame), has written an outstanding piece that would be of interest to anyone who has been trying to understand why over the past two decades peninsular Indian has surged ahead of the rest of the country. In cities like Chennai, Hyderabad and Bangalore, […]
Short read: Jung’s Five Pillars of a Good Life
Arthur Brooks, a Harvard Professor has been writing about the science of happiness for a while now. Late last year, he collaborated with Oprah Winfrey for his latest book ‘Build the Life you want’, in which they talk about ‘happierness’ where the objective is progress than an absolute state of bliss. In this article, he cites Carl […]
Short read: How Guwahati’s Air Became World’s 2nd Most Polluted
Most people believe that India’s megacities like Delhi and Bombay have the dubious honour of having the highest levels of particulate matter (PMI) in air. What few realise is that the mantle of “India’s most polluted city” is increasingly shifting to India’s Tier 2 & Tier 3 state capitals as our megacities slowly get some […]
Short read: AI-gorithm: GenAI promises a booster dose for Indian pharma to scale up the value game
Amidst all the doom & gloom about how AI will wipe out jobs in the fabled IT Services sector, here is a happier story related to AI. Anil Sasi focuses on how AI can help the sector which is India’s second largest export income after generator after IT Services: “The limitations faced by the Indian […]
Long read: The cruelty of crypto
Debates on crypto are much like political debates where neither side is likely to see any merit in the opposing arguments. We have no intention to stir up another debate – the title of the article might be misleading as the subject isn’t about crypto alone but also includes the meme stock mania or the […]
Long read: How Xi Jinping plans to overtake America
A couple of weeks ago, we featured a blog about how China is aiming to establish technological supremacy in the world as opposed to economic growth alone. This piece in the Economist builds on it and links it to the Chinese president Xi Jinping’s vision of cultivating ‘new productive forces’ to drive the economy. This marks a […]
Long read: For nearly 50 years, only Black men caddied The Masters. One day, they all but vanished
This story from the fabled Augusta Masters will in all likelihood end up being turned into a movie. Before that happens, you can savour Jack Bantock’s golfing tale of race, friendship, success and then labour market reform. Whilst we have grown up reading about the Augusta Masters golf tournament and occasionally watched it on TV, […]
MeritorQ: Profiting from the Dislocation in Indian Megacaps
Although India’s 20 most profitable listed companies (the ‘Megacaps’) account for around 50% of the profits generated by the BSE 500 companies, these Megacaps account for just 34% of the BSE500’s market cap (down from 41% a decade ago and 45% nearly two decades ago). Indian retail investors’ fascination with small caps seems to be […]
Marcellus Portfolio Performance and Update on Fundamentals – March 2024
*For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer https://www.apmiindia.org/apmi/WSIAConsolidateReport.htm?action=showReportMenu Under PMS Provider Name please select Marcellus Investment Managers Private Limited and select your Investment Approach Name for viewing the stated disclosure Consistent Compounders Portfolio (CCP) During FY24 (12 months ending 31st March 2024), Marcellus’ CCP Portfolio delivered 24% […]
Short read: Crosswords Reach Down and Across a Century
For those of us who enjoy our crossword puzzles, this is an interesting piece of history from a century ago, when the now ubiquitous puzzle became mainstream. It also helped give birth to a now well-known publishing company – Simon and Schuster. “Early in 1924, two young graduates of Columbia University, Richard Simon and Max […]
Short read: The rise of magnets – from surgery to outer space
Magnets are increasingly ubiquitous in modern life. Not only do they play a crucial role in EVs, they are also used in cochlear implants and in all sorts of surgical instruments (which in turn can be controlled remotely). Rollercoasters would struggle to operate without magnets as would rockets & satellites. We learn from this piece […]
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