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Conviction: How We Survived Covid

This conviction is rooted in the investor’s prior research and analysis, and their well-informed assessment that the disaster has not caused irreparable harm to their portfolio companies.

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Small Caps, Overlaps and ChatGPT 

While it’s clear that conversational artificial intelligence is the new technological breakthrough everyone is talking about, using it to improve financial decisions could be tricky because there is a lot of garbage on the internet about finance and investments, that may be confusing or even detrimental if used as inputs to a learning model.

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Equity Investing: No Free Lunches

At the beginning of the new year, there is a lot of uncertainty and volatility in the economy and the financial markets. The tightening grip of higher interest rates is being felt across industries and asset classes.
 
Messages are mixed. The global economy faces recession while Indian entrepreneurs are still optimistic.

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Data Backup at the Stock Exchanges

In a talk given at IIM Bangalore a few weeks ago, the SEBI chairperson (Madhabi Puri Buch) described a very interesting development with respect to the security of stock exchange operation in India. She said that India will be the first country to provide a backup for exchange software breakdowns caused either by bugs or cyber attacks.

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