Adapt and Innovate
Heraclitus, an ancient Greek philosopher, said the famous words – “The only constant in life is change”. If he would have seen the pace of change in the 21st century, he
Investments
The India Capex Story v2.0
A new secular growth begins In our note Union Budget 2022 – What did it deliver?, we said that this was a transformative budget for India, harking back to the
Brands, Internet, Technology and Science
Change is the only constant – not just a cliché but a critical factor, especially in investing. While the Dow Jones index in the US or Nifty in India has
Leadership and Indian History
Ancient history is replete with examples of exemplary leaders who have left a lasting legacy on their impact and future. It is my belief that the best of such leaders
Budget 2022 – What did it deliver
Key Theme – Capex to drive India growth The government has made a big play on using capex to accelerate growth and employment in India. There are multiple threads to
