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. LinkedIn Profile
The rise of the individual entrepreneur Some weeks back, while chatting with my son’s friends (all in their mid-20s), I got around to asking what they were doing (typical father question :))! At some point, it hit me that none of these... Read More.
Very few (if any) organizations will admit they don’t conduct win-loss analysis. After all, this is now deemed integral to every sales process. Since every CRM has a field for “Reasons for loss”, it is easy enough to analyze. Any analysis... Read More.
Today’s popular mega-trends are almost invariably linked to technology. Common buzz-words are artificial intelligence (AI), robotics, IoT, data, analytics, “smart” objects, the gig economy, electrification, digitization, and so on. Technology is of course, a major disrupter – but there are... Read More.
The issue of privacy took centre stage, when Mark Zuckerberg faced up to senators, live. What made this transgression different was that Facebook data (via Cambridge Analytica) was used to influence or manipulate elections. This resulted in angry posturing from... Read More.
The Internet has already changed our lives, and if one thing is certain – “we ain’t seen nothing yet!” For incumbent companies and industries, much attention has focused on the obvious threats. For instance in retailing (esp. books) and advertising; the... Read More.
Suddenly affordable housing for the poor and middle class Indian is “hot”. So much so that an asset management company, HDFC Mutual Fund has launched a new fund called “HDFC Housing Opportunities Fund”. This, even as the real estate sector... Read More.
All economies have struggled with how best to deal with declining state-owned companies. In India, the problems are particularly acute. Per se, government ownership need not be a negative. However, public sector units tend to lose their competitive edge over time,... Read More.
Newspaper headlines always play up the trend of rising real estate prices. Rapid rises are deemed as positive news, while declines are negative. Rising prices ostensibly signal robust demand, which in turn should trigger supply responses that drive growth and employment.... Read More.
News headlines suggest that logistics and transportation companies will derive enormous benefits from the implementation of GST in India. Some random headlines: “Logistics firms will be GST’s biggest beneficiaries” “GST Boost for Logistics” “GST will help logistics firms cut... Read More.
The rise of post-truth (whatever that’s supposed to mean) and Donald Trump have led to reams of opinion on the question - Can Trumponomics stop globalization? And Trump is just the latest symptom. We also have Brexit, and an ever-increasing... Read More.