Saurabh Mukherjea
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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 ......
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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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#ModiYearOne: FY16 will be painful as earnings adjust to reforms, says Saurabh Mukherjea
The Indian economy may struggle in FY16 as earnings adjust to the initiatives launched by Prime Minister Narendra Modi to ......
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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? ......
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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 ......
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2014 to be year of adjustments; investment cycle may take time to revive
With upcoming general elections and tapering of quantitative easing globally, 2014 could be an year of adjustments for the Indian economy. At ......
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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. ......
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