மாற்று! » பதிவர்கள்


Conflicts of Interest in Healthcare    
June 14, 2009, 10:40 pm | தலைப்புப் பக்கம்

Atul Gawande’s piece The Cost Conundrum in the New Yorker has created quite a buzz. Apparently, President Obama has been recommending it as a must-read. Peter Orzag, the Director of the Office of Management and Budget for the administration, referred to Gawande’s article a couple of times in the last week. The reason Gawande’s seminal piece has caught the attention of the blogosphere and the administration is because it uses data to point the finger where so far in the healthcare debate,...தொடர்ந்து படிக்கவும் »
பகுப்புகள்: நலவாழ்வு

The Water in a Bottle of Water    
April 19, 2009, 9:32 pm | தலைப்புப் பக்கம்

Got back from some vacation in the Mayan Riviera (near Cancun, Mexico). Had a lovely time. The structure in the background of the bottle is the amazing step pyramid at Chichen Itza. In Mexico I encountered a familiar problem with bottled water that I face in India all the time - when you try to open a new bottle, you invariably spill some water. [Update: My experience in India is with Bisleri bottles primarily. A reader points out in the comments that there are other brands that don't...தொடர்ந்து படிக்கவும் »
பகுப்புகள்: சூழல்

Career Advice to the IIM Ahmedabad Graduating Class    
February 22, 2009, 1:46 am | தலைப்புப் பக்கம்

Last week I was at IIM Ahmedabad for my 20 year reunion. For two days and three nights we had non-stop fun reliving all the special memories from our times at IIM. Reunions, some say, can be quite a let down. Your classmates and you went down different walks of life, they’ll say, and you don’t quite have that connection anymore. Our reunion was, if possible, even better than the high expectations we came with. The reconnection was instant, as if no time had gone by. Needless to say, a good...தொடர்ந்து படிக்கவும் »
பகுப்புகள்: வணிகம் நிதி

Satyam Operating Margins Look Real    
January 14, 2009, 1:24 am | தலைப்புப் பக்கம்

I pulled this chart together on our very own research platform just to see if there were any signs in the operating margins that Satyam was managing earnings. I found none. The comparables to Satyam (SAY) are Infosys, Wipro and Cognizant. Satyam’s range of the operating margins is just fine. The seasonality caused by the annual influx of trainees through campus hiring is also there. I couldn’t figure out why the dip was a quarter later than Infosys but there is probably a rational reason...தொடர்ந்து படிக்கவும் »
பகுப்புகள்: நடப்பு நிகழ்வுகள்

More on Satyam    
January 8, 2009, 5:19 am | தலைப்புப் பக்கம்

We are where we are. The biggest corporate fraud in India’s history was disclosed by its perpetrator yesterday. Where we go from here, as I wrote yesterday, this is a test of our regulators. How they handle this crisis will determine how investors see the Indian market in the future. Frauds happen everywhere. But if in India, fraudsters go scot free or with just a slap on their wrists, we will damage the trust that investors - both within India and outside - must have to get back into...தொடர்ந்து படிக்கவும் »
பகுப்புகள்: வணிகம்