The grit and greatness of Novak Djokovic
Even the most ardent of Federer and Nadal fans have now conceded defeat in the G.O.A.T debate, acknowledging the greatness of Novak Djokovic. So we wont feature a piece with statistics to argue one way or the other. Instead, here’s a piece by Sandeep Dwivedi about Djokovic’s past that gives context to his character – […]
Beware the IP-Ohs
Retail investor participation has skyrocketed across the world as seen with the surge in accounts at Robinhood and Zerodha alike. With the stock market’s potential for wealth creation, it is indeed a good development, especially given the younger demographic of new investors, starting early in their financial planning. However, given the excitable nature of the […]
A litre of petrol takes up 30% of average daily income in India
Social media is flooded with memes about the record high fuel prices in India. Whilst high fuel prices has been a common theme in India irrespective of which political party is in power, exactly how high is this, relative to purchasing power? In this data driven blog of Business Standard – Number Wise, Abhishek Waghmare puts out […]
Master Series: David Rolfe
If you enjoy learning from other investors, John Garrett’s Masters Invest website is a goldmine with a vast library of resources including interviews with some of the most successful investors around, some not particularly well known. These interviews show how even these investors learn from others though not necessarily to emulate them but evolve their […]
Cricket is having its Moneyball moment
Michael Lewis’ blockbuster bestseller “Moneyball” not only immortalised baseball coach Billie Bean’s use of stats for player recruitment & player selection (the movie with Brad Pitt in a starring role also helped), it changed the nature of the sport. Now baseball and basketball in the USA and football in Europe are heavily stats oriented sports. […]
Semiconductors could be the new oil – here’s why
A lot of people these days say that “Data is the new oil”. Whilst the sentiment they are trying to convey – that information rather than physical commodities now underpin growth & prosperity on our planet – is correct, the analogy is imperfect. If data & information are now the underpinnings of a modern economy […]
Bajaj Finance: The Enigma Is Set For Another Transformation
Over the past decade (FY11-21) Bajaj Finance (BAF) has grown its loan book at a CAGR of 35% and PAT at a CAGR of 33% with an average RoE of 20%. During this period credit growth in the Indian banking sector has been only 10% p.a. BAF has transformed itself from being largely a captive […]
Is gaming good for kids?
With the schools on full term break and the monsoons in full swing here in Mumbai forcing the kids to stay indoors mostly, many of us parents worry about how much time they end up spending on video games. Whilst anything in excess is not good, this article shows it isn’t a sound idea to […]
The medieval nuns’ guide to virtual travel
With travel still restricted across the world, we are all longing to resume exploring the various wonderful places on the planet. Virtual tours of distant places on various platforms such as Amazon explore or the National Geographic are some solace but most will agree it is not even close to the real thing. What could […]
ESG outperformance looks set to end, study suggests
Here’s another piece on ESG investing. Increasing awareness about socially responsible investing has resulted in investors piling into funds investing in companies which score high on environment, social and governance (ESG) aspects and the fund management industry has equally responded with a slew of fund launches based on ESG. Whilst some investors genuinely want to […]
Illusions of empire: Amartya Sen on what British rule really did for India
As William Darlymple noted recently, unlike the Germans who acknowledge the dark chapters in their history, the British need to do a lot more to acknowledge the dark side of Colonialism. Indeed, some quarters even believe that the British rule should be credited for the multi-party democracy and free media that India enjoys today among […]
16 Unbelievable Facts About the Markets
Ever since he published the bestseller, ‘A Wealth of Commonsense” five years ago, Ben Carlson has been astounding us with his ability to take long term data pertaining to the US financial system and re-present the numbers in a completely novel way. In this piece he makes you rethink almost every preconceived notion you might […]
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