Saurabh Mukherjea
General
Sri Lankan lessons for India
I had visited Colombo five years ago, just after the civil war ended, and had found it to be a ......
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Modi hits the ‘reset' button
“So what about corruption and crony capitalism - which along with the economic slowdown have destroyed his (Manmohan Singh’s) prime-ministership? ......
General
The Union Budget and Corporate Sycophancy
As an exercise in mass sycophancy by the business community, the Union Budget is hard to beat. No sooner does ......
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Narendra Modi's audacious fiscal reconstruction
The Indian PM is planning the most audacious rethink of fiscal policy ever seen in India. Even if he is ......
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Learning from the Gurus of Chaos
As the post-launch marketing blitz around my book “Gurus of Chaos: Modern India’s Money Masters” settles down with the first ......
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The ‘lifecycle' of great companies
The almost accidental discovery by my colleagues at Ambit almost two years ago that the Indian market churns significantly more ......
Others
How some investors refuse to be part of the herd and still be successful?
As optimism regarding a bull run gradually spreads to different corners of India and as, after a long time, friends ......
General
Four possible turnaround plays
Six months ago I wrote a column explaining why over 80% of the great companies on the BSE 500 self-destruct. ......
General
A report that changed India
Starting in the mid-1990s, a few (then) small road contractors figured out how to game the public contracts system to ......
General
The rise of a new elite
Rapid growth in the once-derided Hindi-speaking states of northern India is now an established fact (FY08-12 state domestic product CAGR ......
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