MeritorQ: Quality Matters
Investing in a portfolio of value and cyclical stocks in India would have delivered comparable returns to portfolio of quality & consistently profitable companies respectively over longer term with value and cyclicals outperforming in the post-Covid period. However, an advantage of the quality style lies in its ability to delivers less volatile fundamental growth and […]
Short read: Can’t recall a person’s name? You are not alone
“Kartik Parija prides himself on his elephantine memory, yet lately, names have begun to slip away. “I’ve had moments when I reconnect with someone from the pre-internet days, vividly recall our shared history but momentarily blank on their name,” says the 49-year-old entrepreneur from Bengaluru. He recalls awkwardly steering such conversations without naming the person, […]
Short read: How Ukraine pulled off an audacious attack deep inside Russia
After a relatively peaceful few decades in human history, we have seen the world coming back to terms with wars. Whilst it is indeed tragic, the interim progress of technology and its incorporation into warfare is fascinating nonetheless. After the Indian armed forces reported precision missile strikes on Pakistani military bases and put on its […]
Short read: The rare disease in a remote town where ‘almost everyone is a cousin’
We tend to think of diseases being exogenous to our world – something that the gods send to punish us. In the real world, diseases arise from our genes. This story about a small town in Brazil where 30% of the people are related to each other due to marriage highlights how intermarriage amplifies the […]
Long read: How to cultivate collective intellectual humility
Intellectual humility is a term referred to as knowing our intellectual limitations or knowing what we don’t know. It is important as it not only stops us from hubris driven mistakes but also having identified our shortcomings, we have a shot at overcoming them, particularly important in inherently probabilistic endeavours such as investing. However, this […]
Long read: Sanskrit didn’t always drive innovation in ancient India. There are two reasons
Anirudh Kanisetti is a public historian. He is the author of ‘Lords of Earth and Sea: A History of the Chola Empire’ and the award-winning ‘Lords of the Deccan’. We enjoy Mr Kanisetti’s pieces because he is not only skilled at using history to give us learnings from the past but also at using history […]
Long read: India’s car economy leaves the middle-class fuming
In this thought-provoking piece Andy Mukherjee highlights that whilst India has built the world’s second largest road network, the high cost of using this network is robbing the country of the economic benefits of the said network. First off, Mr Mukherjee, informs us of the massive scale of India’s highway network: “At 6 million-plus kilometers (4 […]
The Fifth Commandment: Be Happy ‘Standing Out’
Summary: If you do things that most others don’t, you will be criticised. Don’t abuse the haters. Enjoy the journey of ‘standing out’ from the crowd and walk down the path less trodden. [To find out what the Ten Commandments of Indian Entrepreneurship are, please click here] “Successful risk-takers are conscientiously contrarian. They have theories […]
Marcellus India Wealth Survey 2025 Indian Affluents & HNIs – So Near, Yet So Far….
India’s wealthy aspire to retire early, start businesses, and fund children’s futures, but lack the roadmap to get there. Marcellus, in collaboration with Dun & Bradstreet, conducted the ‘India Wealth Survey 2025’—an in-depth study capturing the evolving financial behaviours, asset preferences, aspirations, and preparedness of affluent and high-net-worth individuals (HNIs) across India. The survey was […]
Short read: Baccalaureate remarks at Princeton University
The US central bank, the Federal Reserve’s chairperson Jerome Powell has had to deal with a lot in the American and global economy during his tenure, ranging from a global pandemic requiring a massive expansion in the Fed’s balance sheet to its subsequent unwind and the sharpest rise in interest rates in four decades and […]
Short read: How golden ages really start—and end
Plenty has been written about the changing world order, most famously by investor Ray Dalio in a book titled as such, highlighting the end of America’s global supremacy. Such thinking has preceded Trump’s chaotic second presidency as well but Trump’s recent policies especially on trade only seem to be accelerating this change. This is a […]
Short read: The physics behind Hardik Pandya’s curved bat that enables his signature no-look sixes
If you suspected that the nonstop six hitting wunderkinds of the IPL are not really better batters than the preceding generation of cricketers, they just have better technology, then this is the article for you. Through a series of revealing graphics Nihal Koshie & Sandeep Dwiwedi of The Express show you how dramatically bats have […]
For more content on our strategy, visit the archives GO TO ARCHIVES