Peter Lynch managed money for a very short term, but did such a great job that he became very famous. He is also a very good writer – which means he has books which have sold more than a million copies. Awesome indeed. Some of the things that he said are really worth remembering, but […]
The most important thing about a regulator is he speaks in the language of the MOST powerful player. Period. So if it is RBI he will speak in the same tone as State Bank of India. If it is Insurance, it will sound like LIC and in case of mutual funds it used to be […]
‘How come you are so thin….and maintain yourself like that?’ -is a question that all slim / well maintained people (especially girls) are asked regularly. One question which they LOVE to ask BACK is ‘How come you are so obese’ – however that is considered impolite I guess? Let us look at what people do: […]
It was really long ago when I met Mr. Ramesh Chauhan, the erstwhile owner of Thums Up, Limca and Gold Spot. It was some time in the early 1990s that this deal happened. I was asked to do a valuation of the brand – and well, I did it. The final selling price was very […]
A few industries that I have been seeing from close quarters – and have very strong views on are food and health, pharma, financial services. One thing clear in all the 3 industries – the more you complicate, the more money you can make. So whether it is a Kellog, or a Gillette they can […]
Well we all have heard this right? If you see the amount of money Coke, Pepsi, Citibank spend on lobbying in the US, you know how much of wrong doings they must be doing. The food industry, pharma, insurance, banking, auto and of course the lobbying industry are really the villians in US. It is […]
If you are an Investor in the developed markets, what should your strategy for investing be? Well here is an attempt to tell them what to do: 1. The share of the Emerging Markets in the World Economy is increasing, and increasing at a fast rate. It is therefore imperative for investors in the […]