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Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!
Demonetisation was a dumb idea
(Sep 4, 2017)The BJP should stop playing politics and deliver economic development.
Of Great Leaders and Godmen
(Sep 1, 2017)Ajit Dayal on why we need to stop worshipping leaders and godmen and start demanding processes to bring positive changes.
How Boards Ruin Institutions
(Aug 28, 2017)Ajit Dayal shares his candid views on the recent turmoil at Infosys.
Tata troubles: Corporate Philosophy, Corporate Governance
(Nov 22, 2016)Which of the two should determine investors' trust in a company?
Will RBI remain Independent?
(Aug 16, 2016)The choice of next RBI governor could have a crucial impact on India's economic future.
Voiceless in America
(Jul 28, 2016)Keep out the noise around elections, RBI, GST and the erratic behavior of the government, to focus on what is important.
The morning after the night before.
(Jun 27, 2016)What's next after the truth about crony capitalism, free markets and globalization is finally out?
Globalisation surrenders to Localisation.
(Jun 24, 2016)Ajit Dayal on why he thinks Brexit is a big move towards a long awaited shift in our modern society.
Raghupati Rajan Raja Ram
(Jun 20, 2016)Big wins and losses in elections have seen the markets boom and crash. Should there be a similar reaction to Dr Rajan's exit as well?
Why two-eyed Rajan is King!
(May 9, 2016)The reason Governor Rajan is an outcast amongst the community of central bankers.
Thank You For Supporting Our 20-Year Effort!
(Apr 22, 2016)A message from Ajit on Equitymaster's 20th Anniversary...
Investing is linked to Politics
(Apr 2, 2016)Apart from the managements of companies, investors cannot afford to ignore these larger social and economic aspects that impact businesses.
Why RBI may cut interest rates by 1%
(Mar 28, 2016)Whether RBI governor Rajan could take investors by surprise in what is possibly his last Monetary Policy.
Why Modi must not fail
(Feb 15, 2016)Voters cannot afford to be as fickle and easily fooled as the fund managers entrusted to look after the savings of millions.
Is your fund manager stupid?
(Feb 12, 2016)How retail investors are often deliberately misled by fund managers...
Break-Out India
(Jan 28, 2016)What apart from reforms can help India break out of the 6.5% GDP growth stage?
The Bull laid Bare
(Jan 22, 2016)Why the sharp correction in Indian stock markets was long overdue...
The Fed has its empty say
(Dec 18, 2015)Will the Fed rate hike have any meaningful impact on the real economy of the US and rest of the world?
Oh, shoots!
(Dec 11, 2015)New Year projections for the stock market are round the corner. Why should you stay away from them...
Racism: Judging a book by its cover
(Dec 7, 2015)Do we recognise that Indians are also guilty of racism?
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