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Archive of articles wrtten by Saurabh Mukherjea, published on Value Research Online.

Is India really a flailing state?

By Saurabh Mukherjea 23-Jul-2021

A reality check of how India is doing vis-à-vis other large emerging markets and its neighbours across various metrics

The tale of Indian retail

By Saurabh Mukherjea 25-Jun-2021

Reasons for the slow pace of modernisation and weak cash generation of India's retail industry

The science of portfolio concentration

By Saurabh Mukherjea 19-May-2021

How many stocks you should have in your portfolio for the optimum balance between risk and reward

Spotting the liar in the boardroom

By Saurabh Mukherjea 07-May-2021

Using the CIA's questioning techniques to keep a check on companies

Meditation and investing

By Saurabh Mukherjea 03-May-2021

In addition to several work-related benefits, meditation has the potential to make us better investors and better human beings

The Khatris' reinvention

By Saurabh Mukherjea 22-Apr-2021

The Khatri business community has a long and distinguished history of remarkable enterprise and outstanding success punctuated by politically motivated loot of their wealth

Learning from John Bogle

By Saurabh Mukherjea 12-Mar-2021

Bogle, the founder of Vanguard, pioneered passive investing and showed how saving on fund expenses can make a huge difference to returns

An economic sweet spot

By Saurabh Mukherjea 08-Feb-2021

All the ingredients for sustained Indian earnings growth are now in place

Books for a Lifetime

By Saurabh Mukherjea 26-Jan-2021

The author writes about three books that have left a lasting impression on his life and what he has learnt from them

A key differentiator

By Saurabh Mukherjea 08-Jan-2021

How accounting quality separates the men from the boys in India