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2023-07-18T15:15:26+05:30

The story of an Infotech company

This is an interesting story about a listed company in India. First let me tell you something about its history […]

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2022-10-08T17:14:21+05:30

The Future of Oil, EVs and India

The Future of Oil It was a widespread belief since 2016, that Oil has no future and sooner or later, […]

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2022-07-03T17:12:15+05:30

Transitory and Structural Inflation

In March 2020 blog, I have expressed my view on inflation as follows: “I am more worried about the long […]

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2022-01-23T17:06:25+05:30

Made In India

Over the last few decades, India has made significant progress in the services sector both in domestic and exports market. […]

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2021-04-07T14:24:32+05:30

State of the Markets

In my April 2016 letter, when Nifty was at 7,700 I had said that markets are overvalued. Since then markets […]

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2021-01-04T10:00:19+05:30

A call for Productive Bharat

If a country is unproductive, it must have high inflation than it would have been otherwise. Why? It’s simply because […]

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