One of my friends reached out to me to get my thoughts on why there has been no growth in the two-wheeler industry even though it sounds counter intuitive as I am sure established players must be doing their best to grow their business but there must be some bumps and challenges including macroeconomic factors […]
Happy Diwali Some thoughts for Founders and Owners based on my interactions with the Founders of my Investee Companies (read more) and others, and my life experiences.At the outset, I am very proud to be associated with Founders of my Investee companies and I admire these qualities in most of them which are as follows: […]
In my personal view getting to zero net debt and focussing on value creation and ROI is going back to first principles of prudent use of capital, monetize when money is available and building long term Alliances/Partnerships/JVs. I am sure Mr. Ambani and his team may have thought about it, but still wanted to propose […]
I am often asked the question about what is my view on the current economic outlook. At a philosophical level, it’s all about the sentiment. As I understand one of the main reasons for economics slowdown is stagnant private sector investment driven by negative sentiment and news which leads to a vicious cycle, on the other […]
There is so much that is happening because of convergence between the virtual and real world that business models will need to undergo a change, here is one thought relating to real estate. Given the behavior of millennials who are open to accepting “sharing”, experience and convenience, and the emergence of new digital technologies and ecosystems, […]
I have been following a philosophy of “Dil Se” investing, I have spent some time introspecting to define what do I mean by Dil se. Dil Se investing is a fine balance of “gut and softer aspects” and “Logic, analysis, and numbers”.Gut and softer aspects are the Biology and Chemistry and Logic analysis and numbers […]
I had a chance to listen to Prof. CK Prahalad at the CII conference in 2007 and he was sharing his thoughts on how India can grow at double-digit. he was an amazing human being and a management guru. I am sharing key takeaways, which I remind myself in my prayers almost every day: His […]
I have been wondering if any institution has “Failure” as a core VALUE, despite most leaders of the new economy encourage people to fail and learn from that experience. I have struggled why Failure should not be a value, even though in order for us to be successful, we should never worry about Failure. Could […]
During my visit to Mumbai in October, I met with fund managers, most fund managers and some of the Gurus identified the price of oil (and $ /Rupee) as the single biggest risk to the markets. My experience of having seen commodity cycles and having been a trader (many years ago) was that Oil will […]
I have had the privilege of working on quite a few Cross Border deals (Strategic Alliance/ Joint Venture/ Equity Investment) with partners from Continental Europe, UK, USA and Asia, some of whom are leaders in their field of Business. While working on these transactions, I have attempted to apply the values I have acquired over […]