VCC Staff
General
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
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
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
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
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
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
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
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
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
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 ......
