VCC Staff

The Rise of the Aspirational Indian

General

02 August, 2010

The Rise of the Aspirational Indian

The combination of very high inflation and high economic growth that we are currently witnessing is producing some strange outcomes. ......

General

19 July, 2010

The Destructive Power of Dilution

Most investors and analysts assume that a large listed company’s earnings can grow at least as fast as GDP. This ......

General

30 June, 2010

An Emotional Calculation of Cost of Equity

In my previous column, I gave a technical explanation of why I thought the cost of equity of the largest ......

General

14 June, 2010

What Is the Real Cost of Equity in India?

Rather than ranting about Indian corporates and politicians, in this column I will take a dig at my own profession ......

General

31 May, 2010

The Inexorable Rise of ETF's in India

Exchange Traded Funds (ETFs) are investment funds traded on stock exchanges, much like stocks. An ETF holds assets such as ......

General

11 May, 2010

The Operating Model For a Plutocracy

Eight months ago I wrote a column on how India was becoming a “plutocracy” (defined by the Oxford Dictionary as ......

General

30 April, 2010

The Perils of Meeting CEO's

Institutional investors enjoy privileged access to the CEOs of listed companies and most investors who do not have such access ......

General

15 April, 2010

The Escalation of "Class War" in Eastern India

It is notable that India does not have the “left vs right” or “capital vs labour” confrontation embedded in its ......

General

26 March, 2010

Unravelling the Infrastructure Paradox

Four months ago I wrote a column on infrastructure in which I opined that “The people who seem to have ......

Healthcare

22 March, 2010

Strides May Sell Stakes In Generic Pharma; To Push Specialty Biz

Bangalore-based mid-sized and deal-savvy Strides Arcolab is open to private equity fund-raising and even divestment of its generic pharma business ......