Writings

Crystal gazing global growth 2023

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…

Winner’s Curse

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…

EFGHIJK: Taking stock of the Indian economy

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…

Sequestering the fiscal bounty

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…

Financing the Green Transition

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…

India: Getting ready for global macro resets

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…

Vaccine tracker – taking it down

Last month when the CoWIN APIs had just been released, a few of us got together and created a portal to track availability of vaccines.…

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