Long read: The great Indian GDP controversy needn’t have arisen
First the bad news. India is a country where the last census took place in 2011 when a quarter of the current population wasn’t even born. And India remains a country where corporate earnings are growing at single digits quarter-after-quarter even though the official statistics show that nominal GDP is growing at double digits. Now […]
Long read: Manufacturing and war: Lessons from WW II
It is fashionable these days to say that “we want to go to war”. After all, that’s what real men like Vladimir Putin do. The punchline of this well researched blog by Yogesh Upadhyaya is that “If you go to war without a strong manufacturing base then God help you”. Why? Because in a prolonged […]
Short read: The Drone Didis are taking flight
The biggest power of technology is when its use and benefits are democratised to include every section of society. India has been at the forefront of this with its world-renowned digital public infrastructure, most notably its digital payments infrastructure. Here is Bill Gates after his recent visit to India, waxing eloquent about another technology – […]
Short read: LLMs as Index Funds
The debate on the use of GenAI for writing (drafting memos, essays or even emails) seems to be going in favour of the ayes, given not just the productivity gains but how it empowers those unable to write. So, this short read is about what it means to the future of the art of writing […]
Short read: Dire wolves and woolly mammoths: Why scientists are worried about de-extinction
Did you know that science has now made it possible to bring back species which have become extinct. The technical name for this is “de-extinction”. Rachel Nuwer of the BBC writes: “The creation of three “dire wolf” pups has raised hopes that it may be possible to resurrect extinct animals. But some scientists have grave concerns. […]
Long read: The Anti-Social Century
Derek Thompson is at his literary best with this timely piece that touches a raw nerve. Whilst the essay is about how Americans are lonelier than ever, the ubiquity of the cause – smartphones and social media, make it applicable to any society in the world. Furthermore, the advent of AI is only likely to […]
Long read: Delhi’s EV boom runs on illegal charging stations
India is capable of absorbing new technology superfast, then making it low cost and illegal (with little or no intervention from the government). The EV boom in Delhi is a great example of this as this entertaining & informative article from Suprakash Majumdar reveals. We would strongly recommend that you read the original article not […]
Long read: Is America a Kleptocracy?
As Trump continues to run America using a template that many in the Third World are all too familiar with, the American media is trying to figure out what is going on and – just as importantly – what name to bestow upon this new Trumpian reality. First off, in case you have been hiding […]
Launching Marcellus’ Goal Planning and Asset Allocation Service
“Good fortune is what happens when opportunity meets with planning.” – Thomas Edison Investing for long-term wealth creation is like setting out on a long road journey. We hop into our car with the hope of building enough wealth to reach our destination – our life goals – before we run out of time. […]
The Ten Commandments of Entrepreneurship in India
Not only is entrepreneurship in India very different from what it is in the United States, but it is also a different ball game as compared to salaried employment in the world’s fifth largest economy. With stable, salaried employment in the public and in the private sector a thing of the past, the core of […]
Short read: The Way of Mediocre Man
One might wonder about the title about the article – why would anyone care writing about let alone celebrate mediocrity. To be sure, the author is referring to mediocrity as perceived by the world at large in professional life. It distinguishes the grind that most professionals go through in jobs and careers they don’t love […]
Short read: ‘Dad: 5’6”, son: 6’2”’: Is this the reason why most kids of younger generation are much taller than their parents?
Those of us who spent our teenage years watching Wasim & Waqar lead a superfast Pakistani line-up now get even more pleasure as we watch Jasprit Bumrah & friends do the same for India. At 6’2” Bumrah is a big guy and so are fellow Indian fast bowlers like Siraj & Arshdeep. In fact, almost […]
For more content on our strategy, visit the archives GO TO ARCHIVES