‘Time is the only arbitrage in Investing today’ The above is such a simple and yet profound statement, shared by Vinit Sambre, CIO at DSP Mutual Fund, during a conversation we had last month. Back in the day, information inefficiencies used to be a huge arbitrage in equity markets. However, with the advent of technology, […]
Disclaimer: this post is focused on our economic affairs 😊. As a human, 75 years is a time to enjoy one’s retired life. However, as a nation, 75 years still makes you very young and full of possibilities. The report card on India is definitely be a mixed bag. The proverbial glass might be half-full […]
Joseph Stiglitz, the Nobel laureate in Economics, in his year-end article described 2021: as a roller coaster year, as hope rose and fell with the pandemic. A simple but apt description of the year. My thoughts go out to all of us, who have lost our loved ones in this tragic year. While the catharsis […]
Economy bouncing back strongly With no of daily new covid cases ‘stabilizing’, the economic activity across the country has also resumed. Businesses have become far more adaptive of the new world order. Nomura just released its India Business Resumption Index, which is a measure of various parameters pertaining to economic activity. It tracks mobility data […]
Disclaimer: This is not an attempt to diss Zomato as a company. I have lot of respect for what they have achieved. Personally, was a frequent user of the app, when it was only doing restaurant ratings. In fact, felt so proud to use it outside India as well.We are also not trying to dissect […]