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US and Indian Equity investor. Creator of http://www.StockViz.biz Ex Merrill Lynch trader
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  • When The Bell-Curve Meets The Shark-Fin

    To be good at long-term investing, it is essential to understand the impact of innovation (previous posts.) Previously, we discussed how banking, one of the most highly regulated industries, is getting disrupted. There is a bigger under-current at play here.

    Some Indian tech companies, recognizing that innovation is increasingly occurring outside their walls, have remade themselves into venture capital firms. Case in point: Info Edge and Persistent Systems. If the key to Big Bang Disruption is to run a large number of small experiments, then their strategy of making small investments into teething companies might allow them to drive the disruption rather than become victims of it. As the era of "big iron" gives way to on-demand-computing, my money would be on these two to overtake the present-day incumbents in the Indian IT space.

    Read more: When the bell-curve meets the shark-fin

    Tags: innovation, India
    Feb 25 2:04 AM | Link | Comment!
  • Indian Banks: Straight Line Growth

    We recently added historical quarterly EPS charts on our equities page it has started throwing up some interesting questions. We discuss private banks that have had phenomenal growth over the last few years in our post: Banks: Straight Line Growth?

    Tags: India
    Oct 19 7:00 AM | Link | Comment!
  • India Weekly Recap

    (click to enlarge)nifty heatmap

    The Nifty rallied 3% (in INR) and 6.5% (in USD) in a week that saw the rupee rally and hope return to the Indian growth story.

    Read the whole thing here: Weekly Recap: Surprise is information

    Tags: EPI, IFN, INDA, INDY, INP, India
    Sep 14 2:27 AM | Link | Comment!
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