Saurabh Mukherjea

General

02 January, 2017

The painful journey to a ‘new equilibrium' begins

The National Democratic Alliance (NDA) government has long been aware that the ‘nationalism’ plank can deliver limited results and the ......

General

29 June, 2016

The unintended consequences of India's battle with black money

When the black economy of a country is equal to around a fifth of its GDP, the matter requires serious ......

General

13 June, 2016

Why state-run banks must make room for an alternative banking system

Thanks to the Reserve Bank of India (RBI) governor’s intervention last year, the Indian banking system’s woes are, finally, understood ......

General

03 June, 2016

Palliatives for dodgy state-level GDP data

India’s Central Statistics Office (CSO) has been churning out some very counter-intuitive data over the past two years. For example, ......

General

07 December, 2015

Why Flipkart, Paytm could enter the Sensex in coming years

Many startups have expanded rapidly in India. So much so that they are now bigger than much-older companies. In this ......

Others

09 November, 2015

The Coffee Can Portfolio: Buy and Forget

Churning your portfolio, i.e., buying and then selling stocks frequently is one of the easier ways to produce sub-optimal returns ......

General

26 October, 2015

The more effective rules for selling stocks

A year ago when I published Gurus of Chaos, a book on the seven fund managers whose lessons have helped ......

General

07 August, 2015

How structural reformers change economies

PM’s three resetsOver the past six months, I have highlighted in my columns that Prime Minister Narendra Modi is trying ......

General

09 July, 2015

Who will be in the Sensex in 2025?

In my previous columns I have highlighted that the Indian market has the highest “churn” ratio amongst the world’s major ......

General

07 July, 2015

Who will be in the Sensex in 2025?

In my previous columns I have highlighted that the Indian market has the highest “churn” ratio amongst the world’s major ......