India Business
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When Twenty-Somethings Build Unicorns and Rockets: The New India
When I finished college in 1983, start-up was not even a word! There were no VCs and no angels. The few brave entrepreneurs were suppressed, heavily taxed, lacked access to capital and were viewed suspiciously by our socialist leaders. The Babus decided who could make what, where and in what quantity – and who they… Continue reading
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Is the distribution moat drying up?
Investing history has it that Warren Buffet popularised the usage of the word “moat” to simplify or explain the idea of a company’s competitive advantage. The width or impregnability of the moat is what makes businesses more durable. And in today’s investing literature, “moat” is almost de rigueur. Every broker, analyst or their cousin trying… Continue reading
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Ease of Doing Tourism
Tourism is never long out of the news. But this news coverage seems to be stuck in a loop – at least for the last 40-odd years since I started reading business news. The loop consists of the following elements: And if it’s not advertising, then poor infrastructure (airports and hotels) is blamed. And much… Continue reading
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Trump’s gift to Indian education
Policy reforms opened the door to foreign universities in India. Trump may have provided the push that finally gets them through it. According to official estimates, around 1.33 million Indians were studying abroad in 2024. That’s a pretty large number, but not at all surprising. The bulk of these were in Anglophone countries – Canada,… Continue reading
