“I do not take the market’s view as gospel truth, but I also do not assume it is foolish or stupid”

ASK Group’s Bharat Shah on why the market is his guidepost when it comes to deciphering tangible price and intangible value

N Mahalakshmi - October 17, 2020

Sailing through a storm

The shipping industry is in trouble, but there is a glimmer of hope in the deep sea 

October 07, 2020

Why Aarti Industries’ low-cost manufacturing and relationship with MNCs will power its growth

Customers have begun to prefer long-term contracts because they want supply security, reveals managing director Rajendra Gogri 

Krishna Gopalan - September 30, 2020

Is there more upside left in specialty chemical stocks?

The sector has been on a tear, especially due to the supply disruption in China

September 08, 2020

What does India need to do to ace manufacturing?

The country can unlock its massive potential, only if it gets cracking on infra and aligns its politics with its economics 

S Ramakrishna Velamuri - August 26, 2020

Why EMs are more immune to COVID-19 disruption than DMs

GMO’s EM equity team makes a case for MSCI EM Index’s resilience and speedy recovery  

July 30, 2020

The Chinese spell

The apps making your life easier are backed by the country that you are trying to boycott

June 27, 2020