INSIGHT PROVIDER
Samir Mehta

Samir Mehta
Musings on Markets and Investing
Sometimes Confused but Always Curious

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•15 Sep 2026 08:14•Syndicated

Chui Lung | Sep 14, 2026

I have a fascination for complex words derived by stitching together two or more existing ones, which then become a part of our lexicon as if that...

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•07 Aug 2026 09:03•Syndicated

Nobody Subsidises a Down Jacket

Over a 6 year period from 2009 till 2014, a Chinese manufacturer of down jackets undertook some dramatic decisions. They bought a six-storey...

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•10 Jul 2026 15:00•Syndicated

Splitting Hairs: Chinese Consumer Names Are Still Not Cheap - Need a Mindset Change

In mid-June, I met Naveen Pandey, the newish-CEO of Bajaj Consumer Care, an Indian listed company. That I was impressed is an understatement; the...

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•11 May 2026 09:38•Syndicated

Cisarua Mountain Dairy: Neglect Provides Opportunity

Innovation, dynamism, financial strength and demonstrably cheap. I first met Farell Sutantio, President Director (CEO) of Cisarua Mountain Dairy...

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