Decoupled: Better inflation dynamics can lower yields in India for longer
Financial Express India’s inflation trajectory has been stable leading to compressed differentials with the US: this led to a lower rate hike cycle and a…
Financial Express India’s inflation trajectory has been stable leading to compressed differentials with the US: this led to a lower rate hike cycle and a…
The Financial Express “Green finance” is not naturally low-cost finance; with their fiduciary duty, investors expect appropriate returns. Focus should be on enhancing sources of…
Financial Express For the month of December 2022, the purchase manager index (PMI) for India was 59.4, almost touching multi-decadal highs. PMI above 50 is…
Indian Merchant’s Chamber (IMC) [opens pdf] The last few years have conclusively shown that real outcomes are a lot more interesting than what even the…
Another year-end, another road trip from Mumbai: this time to north Karnataka and western Maharashtra. We covered Pune, Kolhapur, Badami, Hampi, Tarkarli, and Mahabaleshwar over…
The Financial Express ($) Over the last month, two important reports on urban India came out in quick succession: The World Bank’s report on “Financing…
Strategies to understand and mitigate it Last month, at a leadership development program, I went back to my alma mater, IIM Ahmedabad. It is always…
Adding a monetary value to carbon can incentivize or disincentivize some sectors; setting performance standards can create a race for innovation Financial Express “Bending the…
Financial Express The idea that India needs to invest trillions of dollars in meeting its Net Zero by 2070 commitment is, by now, well known.…
For our winter holidays, we drove around Madhya Pradesh in December 2021. We ended up with another “winter holiday” in June/July 2022 – this time…
The Financial Express India made five commitments at COP26: (1) it will increase its non-fossil energy capacity to 500 GW by 2030; (2) it will…
State of public finances has a direct impact on Green policies that Government can pursue – the range of policy options gets shaped by the…
Exports, fiscal, growth, health, inflation, jobs, and capital: sizing up the dynamics in the Indian economy in these volatile times Financial Express In September last…
Financial Express Indian government presented an investment-oriented budget with a focus on getting future ready. Increasing public investments and capital expenditure are expected to take…
The notional ‘saving’ of ~Rs 1 lakh crore on the fiscal deficit front offers India an opportunity to create a fund to deal with climate…
Driving around for a fortnight Four families, four cars, fifteen of us, for four thousand kilometres over a fortnight: to me this was a flight…
Observer Research Foundation (ORF) put together a monograph on Shaping Our Green Future: Pathways and Policies for a Net-Zero Transformation. 1 They pulled together a…
Financial Express New sources of capital and new instruments are required to power the green transition Green Transition is a reality: it is here and…
Second wave of Covid-19 is now behind us. Localized lockdowns are opening, economic activity is coming back to pre-pandemic levels, and vaccinations are now proceeding…
Financial Express Writing on LinkedIn recently, Hon’ble Prime Minister Shri Narendra Modi said, “The 15th Finance Commission and several academics have emphasised the crucial importance…
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