Last month, we had the following tweet exchange with a prominent successful Indian: Our question – “why do Indians still read Economist? British mindshare still?” His response – “Because @theeconomist is a great magazine” We were not surprised. A subscription to the Economist is a conférer of status in India, the status of an “English…
Editor’s Note: In this series of articles, we include important or interesting videoclips with our comments. This is an article that expresses our personal opinions about comments made on Television and in Print. It is NOT intended to provide any investment advice of any type whatsoever. No one should base any investing decisions or conclusions…
The last two weeks have seen a vicious rotation in sectors and stocks in financial markets. Winners for the past 2-3 months have been taken down hard and money has rotated to sectors that were trashed in January & February. Darlings like Facebook, Netflix, biotech stocks have been pummeled and gold has been beaten so…
Editor’s Note: In this series of articles, we include important or interesting videoclips with our comments. This is an article that expresses our personal opinions about comments made on Television and in Print. It is NOT intended to provide any investment advice of any type whatsoever. No one should base any investing decisions or conclusions…
1. Tom Friedman & the Narrative Tom Friedman of the New York Times has criticized moderate Islamic Scholars in the Middle East for tolerating hate speech against other religions. He has written about the insularity that pervades the Madrassa education system of those countries and how students grow up knowing only what they are taught…
Editor’s Note: In this series of articles, we include important or interesting videoclips with our comments. This is an article that expresses our personal opinions about comments made on Television and in Print. It is NOT intended to provide any investment advice of any type whatsoever. No one should base any investing decisions or conclusions…
1. Introduction The second big story of 2014 in the Indo-American space has been the stunning victory by Dina Nath Batra, “a frail 84-year-old retired headmaster in India”, against the global might of publisher Penguin Books. The description in italics is from Ellen Barry of the New York Times who categorized Mr. Batra as a…
Editor’s Note: In this series of articles, we include important or interesting videoclips with our comments. This is an article that expresses our personal opinions about comments made on Television and in Print. It is NOT intended to provide any investment advice of any type whatsoever. No one should base any investing decisions or conclusions…
Remember the alarming collapse of the Rupee in August 2013? Remember those dire predictions of the pandits at that time? It was indeed a perilous moment with the Macro story of India coming virtually unglued. We have been and remain fervent believers of the Micro story of India, the fundamentally sound structure of the economy…
A sense of deja vu pervaded the world this week. It felt as if we were reliving the 1970-1980 Cold War. The serene calm of 21st century Europe was suddenly invaded by old realpolitik. No one should be surprised. The reality is that humans have not changed since our species was born and most probably…