Data goes private
In this succinct edit piece for the Business Standard, TN Ninan makes a very astute observation. He highlights that over the past few years, for a variety of reasons – Covid, political meddling, etc – macroeconomic data made available by the Government of India has become more sporadic and less reliable. This has created a […]
I spent 10 days in a secret Chinese Covid detention centre
China’s Zero-Covid policy has received much criticism elsewhere when the rest of the world has learnt to live with it whilst China is taking the unique route to fighting it despite claiming to be 90% vaccinated. But how exactly is this Zero-Covid policy being implemented. Here’s a first-hand account from a Financial Times Shanghai Correspondent […]
That Reusable Trader Joe’s Bag? It’s Rescuing an Indian Industry
When we visit the US on work, we do a tour of American supermarkets to understand how modern retail could evolve in India. One of the shops we frequent is Trader Joe’s because it offers a curated collection of food and condiments from across the world. In this piece, NY times journalist Sameer Yasir, describes […]
Lessons from the Rise and Fall
When Jack Welch handed charge of GE to Jeff Immelt in 2001, GE’s share price was $480. Today it is $80. Immelt, who was sacked in 2017 after destroying 80% of its shareholder value, claims that Welch handed him a “bag of shit”. Several commentators disagree – they see Immelt as the primary protagonist in […]
Educated, Employed, and Empowered: The Rise of Indian Women
As India reaps the benefits of a decade long infra build and economic reform journey, Indian women – more than Indian men – are emerging as gamechangers. The rapid growth of a Service-oriented economy, the spread of affordable education, and the mushrooming of smartphones and social media have helped Indian women rise more rapidly over […]
The end of Apple’s affair with China
One of the most frequently used buzzwords in business and political circles these days is deglobalisation. The end of an era as highlighted in one of the features from last week, referring to the end of four decades of globalisation when China emerged as the factory to the world, is best epitomised by this piece […]
China’s Economy will not overtake the US until 2060, if ever
As China continues scoring own goals month after month, both, on the political front (with a megalomaniac in charge who is purging anybody opposed to him) and on the Covid front (with the country’s never ending lockdowns), a host of commentators are calling time on the country’s growth story. In this short but hard hitting […]
India’s first woman cricket captain writes: I know the difference pay parity can make
27th October 2022 was the most important day in India’s long & distinguished cricket history not because the Indian men’s team beat the Netherlands that day but because the BCCI announced that henceforth India’s women’s team will get paid the same as the men’s team: “Under this policy, the women – like the men – will earn […]
The Age of Inflation
A couple of weeks ago, we featured Russell Napier’s take on inflation who has been consistent with his view right from the first pandemic induced stimulus in the west. Napier attributes the current high inflation to the western governments taking over monetary policy through stimulus programmes such as credit guarantee schemes, ofcourse further exacerbated by supply shocks […]
Why More and More Girls Are Hitting Puberty Early
In the wake of Covid, data is emerging from several countries that girls are hitting puberty earlier (in fact, much earlier) than they used to. Thirty years ago the “…average age of onset of puberty in girls—defined in most medical literature as thelarche, when breast tissue begins to develop—was about eleven years old. Menarche, or first […]
Think First Principles, then Disrupt & Dominate
Several CCP Portfolio companies have announced business initiatives which seek to change the paradigm of certain industries – such as Titan (Caratlane), Asian Paints (Home Décor and backward integration) and Bajaj Finance (Fintech related initiatives). All of these initiatives are already profitable with a potential to leverage the existing core strengths of these companies to […]
The Little Champs Are Prepared for Western Turmoil
Globalisation has been an important growth driver for Little Champs. However, several headwinds (geopolitical issues, rising energy costs and rising interest rates) in some export markets like Europe have raised concerns around Little Champs with significant global exposure. The fact that historically the impact of crises in the West has had limited impact on Indian […]
For more content on our strategy, visit the archives GO TO ARCHIVES