Published on 04 May, 2022
We call it anda bhurji’: How the Indian subcontinent ...
Whilst the team at Marcellus hails from various parts of India and obviously has representatives from all of India’s...
Published on 04 May, 2022
Whilst the team at Marcellus hails from various parts of India and obviously has representatives from all of India’s...
Published on 04 May, 2022
Those of us who grew up in the 1980s hated Javed Miandad for traumatising us with insanely well calculated knocks in...
Published on 04 May, 2022
As we explained in our piece three weeks ago, China & Russia’s menacing attitude towards democratic nations, is...
Published on 04 May, 2022
Three weeks ago we wrote a piece on how the onset of Cold War II will reshape the world and give India an opportunity...
Published on 04 May, 2022
Until Lehman Brothers blew up it was fashionable to say that independent central banks are somehow better than central...
Published on 04 May, 2022
This is an outstanding paper written by two analysts at S&P Global – Anu Ganti & Craig Lazarra. Although the...
Published on 25 Apr, 2022
Exactly a year ago the world’s media was falling over itself to cover the ravaging of India by the second Covid wave....
Published on 25 Apr, 2022
Twenty years ago mega rich people who had risen to the top of Maslow’s hierarchy of needs would buy a newspaper or...
Published on 25 Apr, 2022
At Marcellus we have written books on and built a business around the consolidation of various sectors of the Indian...
Published on 25 Apr, 2022
There was a time when the rich purchased private jets. However, such has been the explosion in prosperity over the past...
Published on 25 Apr, 2022
At the beginning of this piece Morgan Housel says that “This article describes 17 of what I think are the most common...
Published on 25 Apr, 2022
Forty years ago, Eugene Fama and Kenneth French revolutionised Finance by casting doubt on the CAPM theory: “They...
Published on 17 Apr, 2022
Inspite of how the Indian state functions, the remaking of India lives on due to the aspirations of ordinary people and...
Published on 17 Apr, 2022
Whilst people like us who work in the stockmarket are busy cheering the booming economy, some of India’s largest...
Published on 17 Apr, 2022
At Marcellus, we have spend most of the past decade writing books about and investing in clean, well-managed Indian...
Published on 17 Apr, 2022
As per his Wikipedia page Ivan Krastev is “is a political scientist, the chairman of the Centre for Liberal...
Published on 17 Apr, 2022
For most of us in Marcellus, this is our second go at managing a business. We got our first chance to run a business...
Published on 17 Apr, 2022
Last week we wrote a detailed piece of how the world is splitting down the middle as Cold War II kicks off –...
Published on 03 Apr, 2022
Those of us who grew up in India in the 1980s and 90s used be stunned by the quality of students that the schools of...
Published on 03 Apr, 2022
Vladimir Putin’s recent ramblings during his long televised speeches have allowed Putin watchers to figure out who...
Published on 03 Apr, 2022
By all conventional measures India’s formal economy is booming (thanks to 32 mn jobs created in the past 3 years, a...
Published on 03 Apr, 2022
In a recent interview Prof Bruce Greenwald of Columbia University (whose book “Competition Demystified” is...
Published on 03 Apr, 2022
Since we usually compile 3 Longs & 3 Shorts over the weekend whilst drinking large amounts of filter coffee...
Published on 03 Apr, 2022
In super-conservative Saudi Arabia winds of change are blowing as “Crown Prince Mohammed bin Salman, the day to day...
Published on 27 Mar, 2022
If you are a cricket geek – like many of us in Marcellus are – you will often wake up on Sunday morning asking...
Published on 27 Mar, 2022
From the 1960s through to the turn of the century, the sons & daughters of well-educated middle class Indians made...
Published on 27 Mar, 2022
It is commonplace these days for so called “investment experts” to assert that we are heading towards trouble after...
Published on 27 Mar, 2022
The great & the good are the objects of public interest in any country. When that country happens to be Russia –...
Published on 27 Mar, 2022
Julian is a 34-year old who lives in Berlin and works for Stripe. He also writes a very interesting blog. In this blog...
Published on 27 Mar, 2022
As Western companies begin to count the cost of writing off thirty years of investments in Russia, some of them have...
Published on 20 Mar, 2022
As we rediscover “normal life” in the post-Covid world, we also realise that the extended lockdown had given us...
Published on 20 Mar, 2022
One of the joys of travelling across South East Asia is to discover vast temple complexes – much bigger than the...
Published on 20 Mar, 2022
This opinion piece from the Jeff Bezos owned Washington Post makes a counter-intuitive point, namely the more a...
Published on 20 Mar, 2022
Given the epic scale on which climate change is playing out, it is likely to become one of the defining investment...
Published on 20 Mar, 2022
Those of us who grew up in the socialist India of the 1980s will remember how the choice of brands you consume can be a...
Published on 20 Mar, 2022
As China and its growing economic and military might becomes ever more salient in a world where Western muscle...
Published on 13 Mar, 2022
Those of us who came of age in the 1990s grew up idolising Shane Warne. He was everything we longed to be –...
Published on 13 Mar, 2022
This piece from The Print highlights an iconoclast from across the border. The unlikely star of the piece is Sheema...
Published on 13 Mar, 2022
In this era of digital overload, it is easy to lose sight of the fact that some of India’s greatest cultural...
Published on 13 Mar, 2022
This piece by Shakkar Aiyar underscores the ineffectual nature of the sanctions that are being enforced by the West on...
Published on 13 Mar, 2022
This piece focuses on a specific application of AI – the use of AI by Dennis Hassabis (the man who in 2016 used AI to...
Published on 13 Mar, 2022
This is an exceptionally good interview conducted by Jeff Sommer with the Nobel Laureate, Eugene Fama, who demonstrated...
Published on 07 Mar, 2022
Many of us in Marcellus are fans of the young Indian historian, Manu Pillai, who has done much to make Indian history...
Published on 07 Mar, 2022
Over the past two decades we have watched Christopher Nolan’s riveting movies (eg. Inception, Dunkirk, Interstallar,...
Published on 07 Mar, 2022
The West’s feeble response to Russia’s invasion of Ukraine prompted Shekhar Gupta to write this piece the sum of...
Published on 07 Mar, 2022
As India’s economy and society has changed rapidly over the past decade, one straightforward source of competitive...
Published on 07 Mar, 2022
We have highlighted before the sort of Orwellian propaganda the Chinese Communist party likes to use to keep its vast...
Published on 07 Mar, 2022
Paul Graham, the English-American computer programmer, is the legendary founder of the Y Combinator, the seed capital...
Published on 27 Feb, 2022
For those of us who went to school in the 1980s, Bappida was the coolest, hippest music composer because he had almost...
Published on 27 Feb, 2022
In the rest of China, the Government’s approach to dealing with Covid-19 involved brute force and a dodgy...
Published on 27 Feb, 2022
Herman Pontzer, a scientist at Duke University, has conducted research and shown what some of us have long suspected:...
Published on 27 Feb, 2022
Even in the current age of tech & digital, the dominant form taken by private sector enterprise is the family run...
Published on 27 Feb, 2022
Covid-19 and its aftermath has made even the most resilient of us take mental punches as the lives of our nearest &...
Published on 27 Feb, 2022
We have run Financial Services businesses outside India and now in India, we have the good fortune of managing...
Published on 20 Feb, 2022
As tributes continue to pour in for the late, the great Lata Mangeshkar, Sharmila Tagore reminisces about the songs...
Published on 20 Feb, 2022
Anirudh Kanisetti is part of new generation of scholars who are making Indian history accessible and interesting. He is...
Published on 20 Feb, 2022
The Indian Express stands head and shoulders above any other mainstream English newspaper in India. The newspaper’s...
Published on 20 Feb, 2022
This is a rich, layered piece from Aeon which we would strongly recommend that you read in full. The author “Denis...
Published on 20 Feb, 2022
Whilst this long read from The Guardian focuses on the closure of the John Lewis’ sixty-year old department store in...
Published on 20 Feb, 2022
In his now legendary podcast series, Patrick interviews Chuck Akre, “a now widely famous investor who founded Akre...
Published on 13 Feb, 2022
In case you are amongst the few people who haven’t yet watched the superhit Malayali movie, “Minnal Murali” you...
Published on 13 Feb, 2022
Two weeks ago we published our review of Dr Jonathan Knee’s excellent book, “The Platform Delusion” in which...
Published on 13 Feb, 2022
This is a superb piece written by three headhunters from the executive search firm, Egon Zehnder. The piece focuses on...
Published on 13 Feb, 2022
In the high stakes world of franchise cricket, owners and head coaches tend to make the same mistakes the company...
Published on 13 Feb, 2022
Joe Rogan is a former TV commentator in the USA who now does a podcast on Spotify. He recently said some...
Published on 13 Feb, 2022
If you are a Punjabi you might find this biting piece from Shekhar Gupta to be a painful read. If hail from any other...
Published on 06 Feb, 2022
Once upon a time, most of Indian cricket’s big stars used to come from the big cities. The remaking of India has...
Published on 06 Feb, 2022
Stand-up comedy has benefited from the pandemic as several of us had more time on our hands to laugh at a good joke. In...
Published on 06 Feb, 2022
Given the physical and psychological toll of wave after wave of Covid-19, everybody is seeking deliverance from the...
Published on 06 Feb, 2022
This essay is an exploration of not just how philosophers think but how laypeople like us think, talk and behave (which...
Published on 06 Feb, 2022
By the time you read this, you would have been through the bizarre ritual which constitutes the Union Budget –...
Published on 06 Feb, 2022
If a better book on investing is published in 2022, we will open several bottles of something nice to drink. ‘The...