INTERVIEW

"We ought to be a bit more careful in attributing everything to the economy"

Edited excerpts from conversations with the chief economic advisor, Krishnamurthy Subramanian, on the state of the economy

V Keshavdev - October 01, 2019

‘Elections are won with local leaders, PM is often a surprise’

Ruchir Sharma’s coverage of the Indian political system throws up interesting insights into coalitions and polarising leaders

V Keshavdev - May 13, 2019

“Look out for companies aspiring to dominate niche businesses”

Ambit Capital’s head of research, Nitin Bhasin, on what separates a handful of Indian companies from the also-ran

Jash Kriplani - March 02, 2018

"Real estate is the most effective way to capture the growth of the middle class"

Jaguar Growth Partners' Gary Garrabrant on the opportunities in the Indian real estate sector

N Mahalakshmi - September 07, 2017

"Indian yields unattractive in the short term"

Richard Iley, chief economist, emerging markets, BNP Paribas, talks about the prospects for the Indian market  

Jitendra Kumar Gupta - September 29, 2016

India yet to reform under Modi, China a better investment bet

Jim Rogers on why China remains a better investment bet despite the slowdown

Jitendra Kumar Gupta - June 27, 2016

"Watching news channels hourly will not yield anything"

In the final part, Raamdeo Agrawal stresses on zero distraction when digging deeper to find great opportunities

Jitendra Kumar Gupta - January 15, 2016

"Value investors do not talk or focus too much on growth"

In the first of a two-part interview, Raamdeo Agrawal points out the drawback of the 100X study and the attributes of extraordinary growth

Jitendra Kumar Gupta - January 13, 2016

"Price to earnings is a rubbish way of computing value"

In the final installment, ASK group’s Bharat Shah explains why using P/E to derive value is plain stupid

Jitendra Kumar Gupta - January 11, 2016

"If you cannot value a business, then price has no meaning"

In the second of a three-part interview, ASK group’s Bharat Shah elaborates on the investing lessons learnt over a 29-year-long career

Jitendra Kumar Gupta - December 07, 2015

"Once you have clarity that something does not deserve your time...

In the first of a three-part interview, Bharat Shah of ASK group talks about why reading is an essential ingredient for investing

Jitendra Kumar Gupta - October 14, 2015

"Modi's reforms are critical for India"

Exclusive interview with emerging market veteran Mark Mobius of Templeton Global

Jitendra Kumar Gupta - August 28, 2015