Saurabh Mukherjea
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India: The World's Biggest Small Company
While attending the meetings at our recently held Policy & Economy conference, I have realised that India is the world’s ......
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The Four Tensions That Characterise India
While there is a tendency in investment circles to see India either as the land of milk and honey or ......
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Risk Managers Will Inherit The World
With the world ravaged by what seems to be a never-ending downturn, a new school of thought is finding currency. ......
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Who Will Define This Economic Crisis & Why That Matters?
Economic change and crisis have tended to produce great economists whose work has profoundly shaped economic policy and political philosophy. ......
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Three Unintended Consequences Of A Tumultuous 12 Months
Given the nerve-jangling events – both inside and outside India – over the past year, it is easy to get ......
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A New Dawn For Investing In The Indian Stock Market
The Hyderabad ConnectionIn August, 2008, I found myself on a flight to Hyderabad with our infrastructure analyst. On the flight, ......
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A Lost Decade For Finance
Almost 40 years ago, two Israeli psychologists pioneered what we now call behavioural finance. Their theories have gained credence in ......
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India Inc. Needs More Affordable Capital
In my previous column, I noted that high inflation in India impedes the translation of revenues growth into earnings growth ......
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The Second Wave of Economic Reforms
In a column six months ago I noted that inflation in India is structural in nature as aggregate demand is ......
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The Political Premium
Sometimes you wrestle with a question for years and then in the space of a fortnight a sequence of ......
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