Why gig work matters
Maitreesh Ghatak of LSE and Ajay Shah of the NIPFP have consistently been amongst the more rational thinkers regarding economic policy. In this refreshingly practical application of commonsense and economics, Messrs Ghatak & Shah say that there are three reasons why we should welcome the jobs created in India by the gig economy rather than […]
The Burdens of Devotion – Review/Summary of the Book “Exit, Voice and Loyalty”
While people migrate all the time in search of better opportunities, off late there are well to do people leaving their home countries simply because they couldn’t agree with the policies of the establishment. However, some choose to stay back and express their displeasure. The reactions – the former being exit and the latter being […]
Christopher Nolan and the Contradictions of J. Robert Oppenheimer
As Ruchir Sharma points out in one of the short articles this week, the Hollywood movie Oppenheimer raked in more at the box office than the Bollywood movie released the same weekend – Rocky aur Ranii Kii Prem Kahaani. This might seem like not saying much given Bollywood’s dismal streak off late but “Rocky aur…” […]
How Real is America’s Chipmaking Renaissance?
Given the ‘make your semiconductors at home’ mania that is currently rippling across the world in the wake of China’s belligerence vis a vis Taiwan, this article in The Economist has been extensively discussed. Mr Nenni’s point of view in this article is that even with massive subsidies from the American Government (the CHIPS Act […]
The Explosive Ascent of Southern India
Per capita income for seven ‘southern’ states (Tamil Nadu, Telangana, Andhra, Kerala, Karnataka, Goa, and Maharashtra) has grown at an average 10% CAGR between FY14-22. These states, which account for 30% of India’s population and 45% of India’s GDP, now have an average per capita income of ~Rs 2.7 lakhs ($3,300), 50% higher than that […]
Portfolio Performance and Update on Fundamentals July
Consistent Compounders Portfolio (CCP) Fundamentals of CCP companies have delivered healthy progress in FY23, with weighted average PAT (profits after tax) growth of 20% YoY in FY23, backed by a revenue growth of 19% YoY in FY23. 1QFY24 results reported so far have exhibited exceptional strength, representative of market share gains from competitors and […]
BMI alone will no longer be treated as the go-to measure for weight management – an obesity medicine physician explains the seismic shift taking place
Obesity is an epidemic of sorts across the rich world as well as in developing countries. With increasing awareness of weight related health issues, people including medical professionals have widely used the Body Mass Index or BMI to determine if they are overweight or not. However, recent findings show that whilst BMI does a good […]
Many Indian firms need more leverage
One of the more perplexing things about the Indian business landscape is that even as cost of capital has fallen sharply over the past 20 years (the 10 yr Govt bond yield which was 13% in 2013 is now 7%). Indian corporates now borrow less than they did in the past. In this insightful piece, […]
US scientists repeat fusion power breakthrough
Nuclear fusion is widely believed to be the holy grail of energy security and sustainability. However, despite knowing this for decades, the scientific world had made little progress towards making it practical. The challenge: Nuclear fusion requires temperatures as high as the Sun’s (fusion is what powers the Sun as well) and no material known […]
Western values are steadily diverging from the rest of the world’s
Globalisation drove the world a lot closer with culture spreading from the rich world to the third world, including countries such as China and India with a rich cultural history of their own. However, there seems to be a reversal of sorts with the emergence of hyper nationalist strong men at the helm propagating a […]
There’s more to Assam than Ahoms. Ancient Kamarupa, Bengal challenge assumptions
Over the past few years public historian Anirudh Kanisetti has emerged alongside Manu Pillai as a fresh, new voice helping us understand our many layered past. In this piece Mr Kanisetti helps us understand that India’s North East was just as much of a battleground (between incumbent natives and foreign invaders who later assimilated and […]
Review of Neerja Chowdhury’s book ‘How Prime Ministers Decide’
Award winning journalist & political commentator Neerja Chowdhury has written an outstanding book packed with information, revealing anecdotes and penetrating analysis of India’s PM’s have made critical decisions which shaped their political careers and the country at large. The book is written with pace & verve (Mr Srinivasa Raghavan says that the style of the […]
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