Opinions and articles
Sumant’s writing explores the forces shaping India’s energy transition from clean energy and climate action to capital, policy, technology and the future of economic growth.
REPUBLIC DAY RUMINATIONS ON WHAT AILS OUR NATION
Fifty years on from the Constitution, the idealism has dissipated. Here is what ails us.
STRATEGIC INVESTORS SHOULD AIM AT REAL VALUE CREATION
Picking stocks is not the same as creating value by owning an asset over time.
THE ENGINE TO DRIVE INDIAS FUTURE GROWTH
Two MBA debates raised the real question: manufacturing or services as India's engine?
UNLEASH DEMAND BY DRIVING DOWN PRICES
India did not grow on exports like its neighbours. Lower prices are how demand gets unleashed.
HIATUS WILL FOLLOW THE BULL RUN
Everyone asks how much further the market can climb. A hiatus usually follows a run like this.
The short-selling of India
Things are improving, just not fast enough. India is being persistently short-sold.
NURTURE HUMAN TALENT FOR FUTURE GROWTH
India's sweet spot rests on its human talent, at home and abroad. It needs nurturing.
ALTERNATE WAY TO ADD VALUE TO A BUSINESS
Two ways to create value in a business: from operations, and from financial engineering.
ENHANCING MARKET VALUE OF COMPANIES
Everyone talks about adding value. Few senior managers can define what value actually means.
