Saurabh Mukherjea
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Four laws of stock market investing
The mean reverting tendencies of stock markets and economies is well known and now, thanks to behavioural finance specialists, the ......
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The derating of the MBA
A cousin of mine, who is the Head of Risk at a leading Indian fund house, met a bright young ......
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The growth delusion
It is widely assumed that there is a strong link between economic growth and stock market returns. Financial news channels ......
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GDP growth in FY14: Set for a cyclical upturn
Over the last two years during our monthly visits to Delhi we have tried in vain to understand the UPA’s ......
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40 investors and 2 opposing views of India
My meetings over the fortnight spanning July and August with over 40 institutional investors spread across four countries point to ......
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The battle for India and how it will reshape the Sensex
When Indian historians look back at this decade, they will focus not on the ongoing economic slowdown but on the ......
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Economic woes not due to policy paralysis alone
It is common knowledge that the Indian Government has played its hand badly over the past four years. For example, ......
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India looks oversold
With sellside economists’ GDP estimates being cut regularly (our estimate remains above 7%), with the INR in a free (our ......
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Is India Imploding?
As FIIs unwind their positions in India in the wake of the uncertainty caused by GAAR, as domestic retail investors ......
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Fall Of The Connected Company
The cleansing of the Indian stock market, which started with Satyam going bust in January 2009, continued with a lot ......
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