OP(iu)M

Other Peoples’ Money(OPM). I recently came across this term while listening to a podcast on Indian Economy. The reference is to Mutual Fund salespeople who talk about the great things with the Indian economy as they need more and more people to invest in their funds. I tend to define OPM as Overly Positive MF …

Cost of Capital

Before I start off writing about what I intend to, let me issue a caveat. This isn’t about Capitalism and its implications on the society or a technical treatise on the economic/financial theory of Cost of Capital. Having told you this, I continue. Let’s be honest, why is capital coming to India? With our headline …

Great Expectations

I just finished off the web series “The Boys”. Man, the pace of the first few episodes and the premise had me hooked. Not that the season finale was a let-down, but the shock at the end of it all still rankles me after all this time. Why am I writing about it? I somehow …

Who wants to know?

I have recently been talking to a lot of businessmen (part of my job being a banker). While most of them are bit reserved about adding new capacities, almost all are unanimous in saying that there is a slowdown in the market. I partly agree with them but then I ask them a question which …