INTERVIEW

  • strategy / 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
  • strategy / Interview

    ‘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
  • strategy / Interview

    “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 - February 23, 2018
  • strategy / Interview

    "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 01, 2017
  • strategy / Interview

    "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
  • strategy / Interview

    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
  • strategy / Interview

    "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 13, 2016
  • strategy / Interview

    "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
  • strategy / Interview

    "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 - December 07, 2015
  • strategy / Interview

    "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
  • strategy / Interview

    "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
  • strategy / Interview

    "Modi's reforms are critical for India"

    Exclusive interview with emerging market veteran Mark Mobius of Templeton Global

    Jitendra Kumar Gupta - August 28, 2015