Arun Jethmalani

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

09 Dec Whither Newspapers?

Last week at the World Association of Newspapers (WAN) conference in Hyderabad, one was treated to intense and often heated debate on the future of newspapers. Putting this in context, newspapers have long been losing subscribers and advertisers to the... Read More.

26 Nov Of Lawyers and Outsourcing

Last week in London, at a conference titled Legal Process Outsourcing and Offshoring [http://www.sourcingnotes.com/content/view/580/1/], I had the unique opportunity to interact with senior lawyers representing both private practice and general counsel. And, as the day progressed, a few impressions congealed... Read More.

31 Oct Irrational Power Frenzy

The last few months have seen some spectacular sums pouring into equity markets via IPOs. Especially power utility stocks. After Adani Power, we had NHPC and most recently, Indiabulls Power. While over-subscription is expected in an irrational bull phase (like... Read More.

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