Siddharth Joshi
Siddharth Joshi comes from technology background.
Siddharth Joshi heads Operations and Technology at Marcellus. He has more than 18 years of experience in Technology where he provided technology consultation to a variety of functions within investment banks and financial institutions.
Prior to Marcellus, he was associated with Nomura, where he has led multiple teams, responsible for providing IT solutions to front office, operations and risk.
His expertise is in Middleware, Automation, DevOps, Cloud and Messaging for low-latency trading. Prior to Nomura, he has working with Wells Fargo and TCS.
Siddharth has a Bachelor of Engineering from Rajiv Gandhi University, Indore.
Articles by team Marcellus
MeritorQ: Low-Risk Investing with Sound Fundamentals
In this newsletter, we discuss the so called “low-risk” anomaly which posits that high beta (or high risk) stocks underperform low beta or (low risk stocks) over the long term i.e. there is NO extra return to be earned from owning riskier stocks. We show that this low-risk anomaly works in India as well. In this context, […]
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Indian Banks Don’t Need More Regulation, They Need More Leverage
Indian banks are often criticized for maintaining higher net interest margins (NIMs) compared to their global peers. However, despite higher NIMs, Indian banks’ average RoE of 6.9% over the past decade lags the average RoE of G7 countries’ banks of 9.2%. More importantly, Indian banks have one of the lowest excess return (RoE less 10-year […]
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White Collar Jobs Growth & Wage Growth: Twin Drivers of India’s Slowdown
From Diwali 2023 onwards, Indian companies’ earnings growth has decelerated at a rapid rate. Underpinning this deceleration is a sharp conk-off in consumption growth, long the mainstay of the Indian economy. Key drivers of this consumption downturn are a sharp deceleration in white collar job creation alongside a reduction in real wages for white collar […]
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