The fundamental underpinning of Modi's Gujarat needs far deeper examination, before we can even assume that its model of governance is indeed sustainable
There are a number of compelling reasons why companies do not and should not pay dividends
Over time, losing thought leadership can be telling. That wonderful triad of consulting, research and teaching that feed into each other simply breaks down
There are many ways to define a great nation. It begins by having the humility and capacity to learn from the experiences of others
There are huge opportunities in some stocks that have taken a massive hit because of panic selling
Even though their work has touched several million Indians over many decades, there has seldom been any attempt to claim credit or seek publicity
Arvind Rao's sudden downfall has not only damaged the firm by eroding much of its enterprise value, but also dented the firm's reputation
The ability to recognise fear and greed trumping fundamentals is the key to superior returns
Other than the Satyam saga, nothing comes close to the sordid tale of hubris and irresponsibility that defines the mess inside Kingfisher Airlines
Ironically, For me, the biggest lesson was that if you pursue customer-centricity too hard, as the Flipkart's Bansals did, it could well be life-threatening
Beaten down stocks or small-caps can sometimes trounce predictable growth stocks or large-caps