Published May 23, 2016
“He that dies pays all debts – I defy thee! – Mercy upon us” – screams Stephano in Shakespeare’s Tempest, looking at the bright side of death. However, in the more modern world, a debt is often left best to the legal heirs to settle as part of their inheritance. As one deals with the…
Read MorePublished May 16, 2016
Regulatory changes, easing entry barriers set to offer regular returns. A few years ago, hoardings across Mumbai offered the last pieces of a green haven, just a hundred kilometres away from the metropolis. Non-Resident Indians (NRIs) were targeted with retirement homes and artistically designed dwellings that replicated well known western tourist destinations. Years later, when…
Read MoreChief Investment Officer, Published May 6, 2016
We embark this week on a journey in a domestic landscape filled with promise alongside lurking global peril. Has the world changed fundamentally? Is volatility the new norm? How does the global backdrop impact India? Where are opportunities for investors? I share our investment worldview below. Let’s start with a word that’s extremely important to…
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