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Saurabh Mukherjea

A report that changed India

General

09 December, 2013

A report that changed India

Starting in the mid-1990s, a few (then) small road contractors figured out how to game the public contracts system to ......

The rise of a new elite

General

18 November, 2013

The rise of a new elite

Rapid growth in the once-derided Hindi-speaking states of northern India is now an established fact (FY08-12 state domestic product CAGR ......

Four popular myths regarding India

General

27 August, 2013

Four popular myths regarding India

The sellside typically presents India either as a land of unlimited investment opportunities or as a country in the grip of ......

Re-inventing the broken brokerage model

General

29 July, 2013

Re-inventing the broken brokerage model

There was a time a decade or so ago when I used to believe that the retail and institutional brokerage ......

What does the crisis in China tell us about India?

Others

09 July, 2013

What does the crisis in China tell us about India?

The differing responses of the Indian and Chinese economies to a common global event – the Fed’s announcement of the tapering ......

Why do great Indian companies self-destruct?

Others

07 June, 2013

Why do great Indian companies self-destruct?

Over 80% of ‘great’ Indian companies slide to mediocrity in a short span of time led by poor strategic decision-making fuelled ......

Growth in the badlands

General

27 May, 2013

Growth in the badlands

Whilst average GDP growth in India increased by 1.3x over FY09-13 compared with a decade ago, India’s less celebrated states ......

Destructive "groupthink" versus rational analysis

General

29 April, 2013

Destructive "groupthink" versus rational analysis

60 years ago, the great social psychologist, Solomon Asch, did all of us a big favour. Through a series of ......

The ‘greatness' conundrum

General

05 April, 2013

The ‘greatness' conundrum

Indian companies find it very hard to generate shareholder returns – over the last 20 years, 80 per cent of ......

Do we really lack structural reform?

General

25 March, 2013

Do we really lack structural reform?

For almost two decades now, whenever the Indian economy hits a rough patch, the done thing on the part of ......