Little Champs: Spotlighting Godrej Agrovet
This month we delve deeper into Godrej Agrovet Limited (GAVL) which we added to the Little Champs portfolio earlier this year. GAVL is a diversified agri-focussed company present across animal feed, palm oil, crop protection, dairy and poultry businesses. The Company witnessed muted earnings growth over FY18-23 due to volatility in commodity prices (inputs as well as […]
Why Read “Behold the Leviathan: The Unusual Rise of Modern India”?
On 21st October, Penguin Random House is publishing Marcellus’ next book, “Behold the Leviathan: The Unusual Rise of Modern India”, authored by Saurabh Mukherjea and Nandita Rajhansa. There are three very good reasons why you should read our book on how India is changing and how you can profit from that change. I have authored […]
Short read: Has social media broken the stockmarket?
Stock markets have been on a tear across the globe paying little heed to any risk whether economic or geopolitical, things that would have historically caused a correction of sorts. Whilst markets can remain irrational and inefficient in the short run, it should mean revert to reflect all information adequately in the long run, atleast […]
Short read: Indian chess gets a golden touch
We’ve been featuring pieces about the rise and rise of Indian chess on the global scene. With Gukesh winning the candidates round earlier this year and set to face Ding Liren for the championship later this year, we thought things couldn’t get better. But last Sunday’s double triumph at the world chess Olympiad with the […]
Short read: Access to reading glasses can boost India’s GDP by $16 billion
Whilst our politicians promise to lead us towards a land of milk & honey, a more prosaic intervention might produce enormous benefits for over 200 million people in India. Amit Gupta of The Print informs us that: “According to estimates, the productivity of 40% of India’s 600 million-strong workforce is significantly impacted by uncorrected presbyopia […]
Long read: Why Physics Is Unreasonably Good at Creating New Math
When we were young, we were told Math is fundamental to learn everything else. And as we grew up we began to appreciate it – why without we couldn’t appreciate Physics, without which we couldn’t comprehend Chemistry without which we couldn’t explain Biology, to Psychology leading to social sciences such as economics all the way […]
Long read: The cocaine kingpin’s wildest legacy: what can be done with Pablo Escobar’s marauding hippos?
Most of us probably take multiple small steps everyday which appear to us to be pretty harmless (eg. leaving the tap running whilst we are shaving) but which collectively destabilise the environment. This remarkable long read in The Guardian is about a single act of negligence which has served to destabilise the ecology of Colombia. […]
Long read: How Punjabi megastar Diljit Dosanjh is inspiring the next gen
In “Behold the Leviathan: The Unusual Rise of Modern India”, our forthcoming book which will be published by Penguin Random House on 21st Oct (see here ), we highlight the rise of a new Indian elite, namely, people without IIT/IIM/foreign degrees, people who are more comfortable in the vernacular than in English and people who […]
‘Capitalism Without Capital’ Finds Strength in India
Whilst capitalism without capital, i.e., the growing prominence of companies who are plays on intellectual rather than physical assets, became established in the developed economies a generation ago, it’s now increasingly prominent amongst Indian companies, both large and small. Specifically, the fastest growth in PAT in the last 10 years has been in decile 2 […]
Short Read: Can You Have too Much Money?
Can money buy happiness? As with most philosophical questions, a simple yes or a no both miss the nuance. In this podcast, Barry Ritholtz chats with Brian Partnoy, both gents help people build wealth to fulfil their financial goals or as Partnoy’s firm says they are an outsourced Chief Behavioral Officer who help people achieve […]
Short Read: Scientists find Humans Age Dramatically in two Bursts – at 44, then 60
With progress in medical science helping fight a number of life-threatening diseases, life expectancy is rising across the world driving the need to improve the quality of lives in old age. This in turn has spawned off a whole new field of research in anti-ageing. One such study has come out with startling findings that […]
Short Read: Nashik Dhol: The Enduring Legacy of Muslim Dhol Players in Ganesh Festivities
As the annual Ganpati Puja celebrations wind-up in Maharashtra, the Indian Express has produced a timely piece about the multi-ethnic nature of such celebrations. Zeeshan Shaikh writes, “The deep resonant beats of the dhol and the sharp rhythmic sounds of the tasha are quintessential to Ganesh Chaturthi celebrations in Maharashtra. Ganesh Utsav, commonly known as […]
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