Something interesting is happening in urban India. At high-end gyms, members are openly discussing their “Mounjaro progress.” Corporate health plans are fielding requests to cover these medications. Players in the QSR (Quick Service Restaurants) industry are evaluating the impact on…
Every investor believes they understand compounding.In investing, compounding is the first concept we learn and the last one we master. We celebrate it when markets rise, invoke it when they fall, and quote it whenever patience runs thin. Every advisor…
“This decade and beyond, India will be to consumption what China was in the previous two decades.” — Sanjiv Mehta, Former Chairman and CEO, Hindustan Unilever Few statements capture India’s economic transition as sharply as this. For decades, China represented…
For much of the last century, careers followed a familiar trajectory. You worked hard through your 20s, built stability in your 30s, chased success in your 40s, and only then, if all went well, earned the bragging rights to pause.…
This Dhanteras, the pocket may pinch a little more. Both gold and silver are trading at record highs, and physical markets are struggling to keep pace. Dealers report delivery delays, global mints are running behind schedule, and in India, silver…
Last month, I had a conversation with a seasoned wealth creator—someone who’s built a successful business, sold equity at the right time, and now manages a diversified portfolio across real estate, private equity, and traditional mutual funds. He wanted to…
Last week, I came across a startling calculation tool by GrowthX that made me pause. It estimates how many working hours AI will likely eliminate from your career—not decades from now, but within your working lifetime. I entered my age.…
There’s a curious theory doing the rounds in financial circles. That stablecoins—the seemingly harmless “digital dollars” powering crypto trades and cross-border payments—may not just be a fintech innovation. They may also be quietly reinforcing the dollar’s centrality in global markets,…
This week was a big and memorable one for the Indian startup ecosystem. Urban Company’s historic listing at a 57% premium IPO success is proof of what I’ve felt strongly about ESOPs becoming major wealth creators in the last decade. …
“China spends more on importing semiconductors than on oil.” Chris Miller wrote in his bestselling book Chip War: The Fight for the World’s Most Critical Technology, and it’s a fact that caught my attention. Semiconductors topped China’s 2024 imports at…