Published on 21 Feb, 2022
Busting Popular Macroeconomic Myths
Fact#1: Economic recoveries tend to be accompanied by elevated rates of inflation, rising interest and RISING stock markets. Fact#2: Furthermore,...
Published on 25 Jan, 2022
Asian Paints vs Sherwin Williams: Different Paths to Dominance
The moats created by dominant franchises in India differ from their counterparts in the West due to differences in the underlying structure of the...
Published on 29 Dec, 2021
The Best Newsletters of 2021
The end of a year is always an opportunity to measure how much we have grown as individuals or as organisations. At Marcellus, one of the more...
Published on 27 Dec, 2021
The Best of 2021
The year 2021 was turbulent, to say the least. While it began with hopes of leaving behind Covid-19, by the middle of the year we were dealing with...
Published on 21 Dec, 2021
Three Essential Reads from our Investee Companies
“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second...
Published on 24 Nov, 2021
Why India Beats China Hollow on Consistent Compounding?
Amongst Emerging Markets, India and China have produced the greatest number of Consistent Compounders (i.e., companies which have delivered 10% YoY...
Published on 27 Oct, 2021
Is ESG investing in India practically feasible?
ESG assets under management in India have increased by four times in the last two years to touch Rs11,800 crore. Although a noble mission, practicing...
Published on 19 Oct, 2021
How Can the Stock market be Taken to the Masses?
The two most of common ways of accessing the stock market – mutual funds and brokerage accounts – are relatively expensive for ordinary Indians....
Published on 24 Sep, 2021
Credit Growth And Per Capita Income – An Unforeseen Relationship
Globally, the relationship between overall credit growth and GDP growth is no longer as strong as it used to be three decades ago. However, in...