Tuesday, September 20, 2016

Countering Pakistan-backed terror - a problem of Group Think?

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One more attack, another round of testosterone-filled news TV shows, Social Media chatter and ostensibly sober analysis/reportage (hard to...
Friday, August 26, 2016

Misselling and more – Narcissism of large (but non-understood) differences

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The most talked-of and debated element of financial services is the spectre of misselling by financial intermediaries, especially banks. I...
Friday, July 1, 2016

NSG and after - the naive search for free options?

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The general thread of wisdom that descended upon us in the aftermath of India’s stalled bid for NSG membership was notable in but one ma...
Saturday, June 11, 2016

Quest for NSG membership - banality of real outcomes?

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Arcane nuclear alphabet soups are back in media fashion. For once, with good reason, as India has mounted a high profile, energetic campaig...
Friday, June 3, 2016

Banking reforms - barking up the wrong tree?

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Banking reforms has been on top of the mind of the government, media and in general the commentariat over the last 3 years, gaining decibe...
Sunday, May 8, 2016

Ignore the sophistry, the middle class picks up a predominant share of the nation's taxes

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The government recently released time-series data on income tax . While much of the data was known, it sparked off renewed debates on the l...
Friday, April 15, 2016

Indian Mutual Funds - Rising tides raise the ship, fails to hide the rotten hull

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Recently, Nilesh Shah, a respected veteran of the industry (and CEO, Kotak Mutual Fund) wondered aloud in a tweet why share of MFs in natio...