Deep Impressions

        Economic Power v/s Political power is a challenging task faced by these institutions and in addition they have to balance a third critical factor.   --------   --------     --------   --------    --------   --------           US is the most diverse nation in the world, and Mumbai - the most diverse city in India. This diversity has led to a strange conundrum that is common to both.   During the last 50 years, large cities in India have seen large migration as well as rapid changes in consumer aspirations. Resultantly, we had two faces of these cities - the old establishment or the core city ; and the new zones (Island city vs Suburban Mumbai, Delhi vs Gurgaon/Noida, Bengaluru city vs Whitefields/Devanahalli etc. ).   Historically, the core city would house the powers centres - govt offices, key markets, centres Arts & Entertainment etc. makin...

    Do Owner managed real estate companies  have a high inherent risk ?     Owners provide bandwidth and long term commitment. Professional CEOs provide risk mitigation. Where does the balance lie? Can the same be achieved in Real Estate business ?                                         = = = = = = = = = = = = = = = = = = = = = = = =      Last week in Italy, the owner and CEO of a large listed Indian Real Estate Development company met with a major car accident. The video showed the high level of intensity of the accident.   This incident has put a new thought in minds of some of the institutional investors who have invested in Real Estate Companies - Do owner managed real estate companies have a high inherent risk ?    One might immediately counter - why limit this question only to real estate business ? The answ...

    Hollywood’s Writers’ Dilemma : Striking A Balance     The search for one-stop-all solution for the dilemma Hollywood Writer's is future and could lead into more complex situation.                      - - - - -     - - - - -     - - - - -     - - - - -     - - - - -     - - - - -     - - - - -     - - - - -     One of the world’s biggest soft power is in news for having some hard time. Hollywood is on a standstill for over 100 days as writers have stopped working and want the studios to address two key issues – firstly, challenges faced by AI and secondly, the issue of residual payment based on viewership levels on streaming platforms (Netflix, Prime etc.). Enough has been discussed about the former, it is the latter that has some interesting but less discussed complexities.    Entertainment business is known for fl...

      The Survival of Bollywood….How & Why ?      The problems with Bollywood are far more structural than cost management. And survival of Hindi cinema and cinema halls is not for their employment potential, but for more strategic causes                     - - - - - - -    - - - - - - -   - - - - - - -   - - - - - - -    - - - - - - -   - - - - - - -    Lot of discussions have been around the disastrous numbers reflected in Box Office collection of Bollywood. Initially, it was believed that the Bollywood is under attack from South films. The state of Bollywood then was like that of the high cost American car manufacturers of 1970s when they, for the first time, felt competition from the cost-efficient Japanese cars and did not know how to react. But now with Telugu film industry also feeling the cost pressures, it is clear that the problems of Bollywood are not just...

                             …..As the Plot thickens                                                                         ( also published in 99acres.com  )   While plotted development has its advantages but it also runs the risk of expanding cities horizontally without creating housing supply. The tax structure should be rationalised to increase the supply of housing and not just of empty plots          ------------------------------------------------------------------------------------------------   During the last two years, almost every segment of real estate has experienced some action. While the quantum of growth may remain a subject of dispute but what would certainly have consensus is t...