Saurabh Mukherjea
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 ......
General
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 ......
General
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 ......
General
The growth delusion
It is widely assumed that there is a strong link between economic growth and stock market returns. Financial news channels ......
General
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 ......
General
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, ......
General
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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