Saurabh Mukherjea
General
Four popular myths regarding India
The sellside typically presents India either as a land of unlimited investment opportunities or as a country in the grip of ......
General
Re-inventing the broken brokerage model
There was a time a decade or so ago when I used to believe that the retail and institutional brokerage ......
Others
What does the crisis in China tell us about India?
The differing responses of the Indian and Chinese economies to a common global event – the Fed’s announcement of the tapering ......
Others
Why do great Indian companies self-destruct?
Over 80% of ‘great’ Indian companies slide to mediocrity in a short span of time led by poor strategic decision-making fuelled ......
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Growth in the badlands
Whilst average GDP growth in India increased by 1.3x over FY09-13 compared with a decade ago, India’s less celebrated states ......
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Destructive "groupthink" versus rational analysis
60 years ago, the great social psychologist, Solomon Asch, did all of us a big favour. Through a series of ......
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The ‘greatness' conundrum
Indian companies find it very hard to generate shareholder returns – over the last 20 years, 80 per cent of ......
General
Do we really lack structural reform?
For almost two decades now, whenever the Indian economy hits a rough patch, the done thing on the part of ......
Others
The ‘greatness' conundrum
Indian companies find it very hard to generate shareholder returns – over the last 20 years, 80 per cent of ......
Others
The great reflation and the coming boom
Leaving aside domestic policy developments in India (which continue to be encouraging), the evolution of ultra-loose monetary policy in the ......
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