Like most cricket fans who think that they know more than they really do, our equity research team over the past two months has been debating over what is best for the Indian cricket team. While we don’t have a…

Even as inflation in developed markets is likely to peak soon, rising worries around a growth slowdown would keep globally exposed sectors more vulnerable in the medium term. However, in India, the demand is relatively robust despite the interest-rate hikes…

Charlie Munger, the legendary Vice Chairman of Berkshire Hathaway has famously said – show me the incentive and I’ll show you the outcome. When it comes to sustainability efforts by companies, many believe they ought to be doing the “right…

  Payments technology has been on a steady march for the last couple of decades. The introduction of smart phones and the development of new payments infrastructure has increasingly blurred the boundaries between offline and online payments. Credit and debit cards…

Adam Smith famously said – “It is not from the benevolence of the butcher, the brewer, or the baker that we expect our dinner, but from their regard to their own self-interest.” What was left unsaid was that the baker…

A magician asks you to pick a card from a deck of playing cards, and not show it to anyone. Let’s say in this case the card you pick is the seven of diamonds. He then asks you to write…

As buy-side professionals, we spend a lot of time looking at charts. Every results season, any diligent investor ends up browsing through presentations of at least a hundred companies. Assume, 10 charts per presentation, and we get to 4,000 charts…