To sin or not to sin?

Compensation premium in sin-industries What makes doe-eyed graduates work for a firm that exploits human weaknesses?  Young graduates often make emphatic declarations that they will not work for companies that engage in morally dubious activities. They profess to work for companies that they can be proud of. As someone who has just graduated, I can … Continue reading To sin or not to sin?

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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?

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

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.

Banking wars!

There is no denying that technology is taking the world by storm. Instead of just being a support function, technology has become the product itself - especially in finance. The evolution of FinTech is creating new challenges for banks to overcome and new business models are emerging. Neo banks and Challenger banks are cases in … Continue reading Banking wars!