Month: Apr 2020

Is India the next manufacturing champion?

China is lightyears ahead of India, or any other nation, in manufacturing. China’s manufacturing sector is 10x that of India and total exports are 7.5x.  The current COVID-19 crisis has sparked debate about global corporations moving their manufacturing base away from China. The most obvious benefitter for this would be India, so much so that … Continue reading Is India the next manufacturing champion?

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Cheap stocks for grabs (Indian stock market)

The stock markets have been shaken up by the COVID-19 outbreak. While the crisis is devastating, it does present some excellent investing opportunities. Here are 3 stocks on the National Stock Exchange (NSE) of India that in my opinion are well priced for the value they offer: Raymond (NSE: RAYMOND) Raymond is a quintessential Indian … Continue reading Cheap stocks for grabs (Indian stock market)

COVID-19 Chronicles: Survival of the fittest

The COVID-19 crisis is the biggest health crisis in over a century. The world is under lockdown, taking away the one thing that no business can live without – clients. While most companies are trying to make ends meet and hoping this passes away soon, some have pivoted their business models to embrace the change. … Continue reading COVID-19 Chronicles: Survival of the fittest

COVID-19 Chronicles: Oil prices in the red. Get paid to fill up our car tanks?

We woke up to a shocker today – the COVID-19 crisis has led to negative oil prices for the 1st time in history. Yes, that is right, producers are paying buyers to buy their oil. Here’s a quick primer on what’s going on for people who are new to the oil world. WTI crude futures … Continue reading COVID-19 Chronicles: Oil prices in the red. Get paid to fill up our car tanks?

Ocado: from delivering groceries to selling technology

There’s no dearth of companies trying to exploit technology to provide leaner, more personalised solutions for their customers. Thousands have gone down the automation path, but few have found enlightenment. Each year, millions of dollars are spent on developing AI and ML capabilities, but much of it is in vain. In a sea of moderately-successful … Continue reading Ocado: from delivering groceries to selling technology

McDonald’s: flipping burgers or buildings?

In 2019 your favourite (or not) fast-food chain McDonald’s reported a whopping $ 21 billion revenue. The order of magnitude is definitely not surprising for a company that’s literally omnipresent, but a further breakdown of its reported revenue and income will make you see that McDonald's does more than just flipping burgers. McDonald’s might be … Continue reading McDonald’s: flipping burgers or buildings?

Book Review: The Warren Buffett Stock Portfolio

The Warren Buffett Stock Portfolio was published in 2011. It aims to give readers an insight into the investment strategy pursued by arguably the world’s most savvy investor. About the authors: The book is written by Mary Buffett and David Clark. Mary Buffett is a best selling author and an expert on all things finance. … Continue reading Book Review: The Warren Buffett Stock Portfolio

COVID-19 Chronicles: How mental biases leave us unprepared for disasters

The current crisis may have you thinking that governments will learn important lessons and be better prepared to tackle future epidemics. As time goes on, bad memories lose their jolt - and when the next crisis strikes, we again prefer to stick our heads in the sand.

Book Review: The Third Pillar

The Third Pillar, written by Dr. Raghuram Rajan, was published in 2019. The book has received praise for highlighting the role of communities  from distinguished members of the economics community, such as Dr. Amartya Sen. About the author:  Dr. Raghuram Rajan is a renowned economist who has held numerous important positions in the past, including … Continue reading Book Review: The Third Pillar

COVID-19 Chronicles: How epidemics shape societies

There is too much noise surrounding how the COVID-19 crisis might impact the global economy. Let us take a cue from history to explore how this pandemic might shape our society.