Arun is one of the founders of ValueNotes. Apart from trying to build a high-quality research business, he has spent the last 27 years researching, analyzing, and dissecting companies and industries. He has worked with clients of all shapes and sizes, from all parts of the world – in providing them insights that make a difference to their business.
Prior to ValueNotes, he was an equity analyst/advisor, and wrote extensively on investing – including a column titled “Value for Money” which ran for 10 years in the Sunday edition of the Economic Times. To this day, he remains an avid “value” investor.
He has also been published in several other publications, and is a regular speaker at events related to technology, investing, competitive intelligence, business process management, Internet, etc. See: Valuenotes Events
He has been instrumental in developing a community of research and intelligence professionals in India, and is the founder and current chairman of the SCIP (India) Chapter.
Arun holds a B Tech from IIT, Bombay and an MS from Duke University, NC, USA.
Since 2018, the US and China have engaged in a bitter trade war. While many thought the two sides would reach a deal soon, this has not happened. Rising tariffs, rhetoric and uncertainty have now forced many US companies to... Read More.
A recent survey of senior executives at companies around the world found very similar reactions – regardless of company size or geographical location. The immediate and obvious response has been to cut costs and ensure liquidity, even while maintaining operations... Read More.
The Covid-19 pandemic posed a major challenge for most industries in the first quarter of 2020. The impact has been moderate to severe for all sectors, with many required to face up to challenges and having to adapt. In the... Read More.
It is now clear that we’re seeing the worst health and economic crisis, ever. Entire countries are shut, businesses cannot function, unemployment is rising dramatically, value chains have been wrecked… and worst of all - there is no end in... Read More.
Given the incessant noise around big data and analytics, businesses are scrambling to board the train. And a lot of money is being spent on data collection and technology. The impression is that AI and machine learning algorithms will magically... Read More.