Saurabh Mukherjea
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The painful journey to a ‘new equilibrium' begins
The National Democratic Alliance (NDA) government has long been aware that the ‘nationalism’ plank can deliver limited results and the ......
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The unintended consequences of India's battle with black money
When the black economy of a country is equal to around a fifth of its GDP, the matter requires serious ......
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Why state-run banks must make room for an alternative banking system
Thanks to the Reserve Bank of India (RBI) governor’s intervention last year, the Indian banking system’s woes are, finally, understood ......
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Palliatives for dodgy state-level GDP data
India’s Central Statistics Office (CSO) has been churning out some very counter-intuitive data over the past two years. For example, ......
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Why Flipkart, Paytm could enter the Sensex in coming years
Many startups have expanded rapidly in India. So much so that they are now bigger than much-older companies. In this ......
Others
The Coffee Can Portfolio: Buy and Forget
Churning your portfolio, i.e., buying and then selling stocks frequently is one of the easier ways to produce sub-optimal returns ......
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The more effective rules for selling stocks
A year ago when I published Gurus of Chaos, a book on the seven fund managers whose lessons have helped ......
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How structural reformers change economies
PM’s three resetsOver the past six months, I have highlighted in my columns that Prime Minister Narendra Modi is trying ......
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Who will be in the Sensex in 2025?
In my previous columns I have highlighted that the Indian market has the highest “churn” ratio amongst the world’s major ......
General
Who will be in the Sensex in 2025?
In my previous columns I have highlighted that the Indian market has the highest “churn” ratio amongst the world’s major ......
