Finance & Economics
December 28, 2016
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Our latest thinking on the issues that matter most in business and management.
Finance & Economics
The Crowd That Never Checks the Price Tag
Does “just SIP the index” still work — and what happens when everyone does
June 23, 2026
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Finance & Economics
The Burlington Effect in Indian Steel- A 20-Year Capital-Returns Audit of Tata Steel and JSW Steel
1. Executive Summary In July 1985, Warren Buffett shut down a textile business. It
June 1, 2026
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Finance & Economics
Can Brexit Bring Back Growth?
How will Brexit affect the growth prospects of UK? Can Brexit Bring Back Growth? It is now more than a
March 16, 2023
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Finance & Economics
Demonetisation – Long-Term Effects, Part I
What will be the long term impact from this move on black money and counterfeiting? Demonetisation – Long-Term Effects, Part
March 16, 2023
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Investment & Analysis
Investment & Analysis
The curious case of Momentum
What is factor investing? Factor investing refers to an investment strategy that chooses stocks
October 19, 2024
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Investment & Analysis
GST and the Consumer
How will the consumer benefit in the long-run from GST? GST and the Consumer
March 16, 2023
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Other observations
How Chambal Fertilizers Built a Business Around Government Subsidies and Indian Farming
Introduction India’s farming story has changed a lot in the last 60 years. Fertilizers
August 6, 2025
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Other observations
VST Industries: Small Giant in a Smoky Market
Introduction VST Industries is one of India’s oldest cigarette makers. It sells well-known brands
June 6, 2025
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Finance & Economics
Finance & Economics
The Crowd That Never Checks the Price Tag
Does “just SIP the index” still work — and what happens when everyone does
June 23, 2026
No Comments
Finance & Economics
The Burlington Effect in Indian Steel- A 20-Year Capital-Returns Audit of Tata Steel and JSW Steel
1. Executive Summary In July 1985, Warren Buffett shut down a textile business. It
June 1, 2026
No Comments