There has been a debate in the recent past on what is driving the stock markets i.e. flows or fundamentals. In the last two months, most of the global market recovery has been driven by flows from central banks and not on fundamentals. Here are some facts to reflect upon: Flows: 1. There is a […]
Before I share my thoughts on the above topics, it is important to understand my experience and depth of engagement with some of the large business families. While my experience has been limited to North Indian families, but I do believe at a philosophical level there may not be much difference in the construct of […]
I am sharing a short and crisp summary based on my journey as an angel investor and engagement with family managed businesses and family offices. Define the Soul i.e. “Purpose” for which Business exists. While this may not have been important in the past, but the people and ecosystem partners are much more conscious in […]
Essay 1: My Journey I completed my first year at Sarcha Advisors and it has been nothing short of an amazing journey. I would like to take an opportunity to reflect on the learnings of my last 36 years. I believe it is experiences and interactions with the people that we meet at varying stages […]
Over the past few days, I have written a few essays that focus on how to manage businesses in the current situation given that there is no clarity whatsoever with regards to the severity of this pandemic, its duration and the likely impact on economies and society at large. There is negative news all around; […]
