Musings on Markets

In a post a few weeks ago , I argued that the disclosure process had lost its moorings, as corporate disclosures (annual filings, prospectus...

A few weeks ago, I valued Zomato, the Indian online food delivery company, just prior to its IPO, and argued that the excitement about its p...

Last year, I wrote a post on ESG and explained why I was skeptical about the claims made by advocates about the benefits it would bring to ...