January

I stepped into IIM Bangalore in 1990, eager to immerse myself in management theories. The verdant and beautiful campus, blessed with India’s finest metropolitan weather, became my home for the next two years.

We can never quite know what the future holds in precise detail, but it certainly holds much promise.

In the present, we are in the midst of the General Elections. In my 30-year investing career, the level of suspense over the election outcome has never been lower.