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Why we decided to shut down The Paper
We last posted nearly three months ago and we realise we have been remiss in not explaining our silence. We owe you that.
Nov 16, 2020
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Why we decided to shut down The Paper
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Digital transformation is NOT about technology
Indian IT Services companies all seem to be riding on the "digital transformation" wave. But what is digital transformation? And what do these companies…
Aug 12, 2020
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Digital transformation is NOT about technology
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The world according to Mukeshbhai
India's largest company held its annual general meeting on Wednesday. One edition of The Paper may not be sufficient to cover all its implications.
Jul 16, 2020
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The world according to Mukeshbhai
India's largest company doesn't want to owe money
Last week we spoke about how Jio Platforms, the holding company of India’s largest mobile telephone operator, has become a “platform to bring together…
Jun 22, 2020
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India's largest company doesn't want to owe money
Dream222: IPL gets a new sponsor
With Vivo pulling out thanks to the India-China border standoff, the title sponsorship of the Indian Premier League goes at a 50% discount.
Aug 19, 2020
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Dream222: IPL gets a new sponsor
1
Economy in the time of the pandemic: The Good, The Bad and The Ugly
As more and more economic data comes in, it becomes clearer that the "recovery" we saw in June was a blip, fuelled by pent up demand. Overall, the…
Aug 21, 2020
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Economy in the time of the pandemic: The Good, The Bad and The Ugly
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The great India media sackings
With advertising revenues down thanks to the Covid-19 crisis, Indian media organisations have resorted to deep cuts in manpower.
Jul 13, 2020
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The great India media sackings
The same things, done differently
Sticking to one of our pet theories, we take a look at some of the things Indian companies and consumers are doing in different ways due to the pandemic
Aug 14, 2020
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The same things, done differently
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Made In India, with Incentives
If we were the sort that gave boring titles to newsletters, we would have called this "Production Linked Incentives"
Jul 20, 2020
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Made In India, with Incentives
Das Kapital
RBI Governor Shaktikanta Das listed "five factors" that can lead to "dynamic shifts" that can help revive the Indian economy from its pandemic-induced…
Jul 28, 2020
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Das Kapital
Future is for sale
The value of a firm’s equity can be thought of as the difference between the value of its assets and the value of its debt.
Jul 2, 2020
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Future is for sale
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Crouching Tiger, ...
India bans 59 made-in-China apps. China is not happy. Neither are some Indians.
Jul 1, 2020
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Crouching Tiger, ...
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