Short read: Four labour codes, one big leap
With the Bihar election behind us, we have two big policy announcements since. One is still just a recommendation by Niti Ayog to end the inspector raj, a general push towards deregulation. But the other is something where deregulation is most required and will likely have the biggest impact – simplifying India’s archaic and complex […]
Short read: How to Use ChatGPT Without Brain-Rot
Brain-rot was chosen as Oxford word of the year for 2024, referring to the mindless scrolling on social media. With rapid increase in usage of AI assistants like ChatGPT to boost our productivity, it is not apparent that usage of AI could result in Brain-rot as well. Unfortunately, new research confirms that apprehension. “A few […]
Short read: Hidden in plain sight – Mumbai’s glorious Art Deco legacy at 100
A few of us in Marcellus enjoy hanging around south Mumbai and Bandra over the weekends to take in the beautiful Art Deco buildings in these locations (whilst lazily wondering why nobody else seems to care about these buildings). The good news is that Nikhil Inamdar from the BBC cares. Whilst celebrating the centenary of […]
Long read: Why Gen Z Hates Work
This is for those of us who tend to recruit and work with the Gen Z. Also, for parents of Gen Z trying to motivate them or as a brand trying to sell to them, this could be of interest. For the uninitiated, Gen Z, short for Generation Z is defined as “the generation born […]
Long read: A tribute to Tejas. India’s delay culture is the real enemy in the skies
For several years now we have been writing on 3 Longs & Shorts about HAL’s inability to produce a usable fighter jet for the Indian Air Force. Amongst the many adverse consequences of this is the fact that the Indian Air Force today has fewer squadrons than it has had in the past three decades. […]
Long read: Racists are now openly targeting Indian Americans
We stumbled upon this long read on top of the main landing page of CNN. Whilst this attack speaks of the racist abuse of people of Indian origin in the United States – including abuse of prominent Republicans of Indian origin – it would be fair to say that the same thing is happening in […]
Marcellus’ Portfolio Updates & Insights – November 2025
marcellus.in From Our CIO’s Desk The Long-Awaited Policy Response is Here The employment, wages and consumption slowdown that has played out in India post-Covid has now been recognised by India’s policymakers. Whilst their policy response has been substantive (especially with regards to boosting consumption, the mainstay of India’s economic growth), the structural issue of […]
Short read: Two Paths for the American Economy
Almost every stock market in the world has seen their rally led by AI related stocks over the past few months with the bulls believing that AI will transform the world. Yet, there are enough naysayers who bring up the bubble word every so often. The rest of us are confused and concerned about how […]
Short read: AI bubble trouble talk is overblown
This opinion piece in the FT explores the validity of the notion that we are living through an AI bubble. Richard Waters first asks whether there is overcapacity in the datacentre industry. The answer to this rhetorical question is straightforward: “Start with the boom in data centre construction. Most of this still lies in the […]
Short read: Why India caps pollution reading at 500 when the air is far more toxic
Nikita Yadav informs us that there are three big differences in the way in which India’s Pollution Control Board estimates air pollution and the way private sector providers perform the same calculations. The first difference is well known – officially in India the air quality index can never deteriorate beyond 500 regardless of what is […]
Long read: The mystic, the cricketer and the spy: Pakistan’s game of thrones
Politics all over the world is undoubtedly entertaining even for those who despise it. But few countries could compete with Pakistan for the top spot. “Pakistani politics has the quality of a Netflix series. There are coups, assassinations, jihadist attacks, street-stopping protests, tribal insurgencies and, every now and then, threats of nuclear war.” And this […]
Long read: Why AC is cheap, but AC repair is a luxury
The world has been reminded of Jevon’s paradox over the past year or so since the onset of AI as an overarching theme in our lives. It has been referred to in the context of the potential job destruction that AI could bring upon us, mostly by the proponents of AI saying that as workers […]
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