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…
Writings
Green Finance: Mind your Ps and Qs
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…
India macro-2023: Prepare while the sun shines
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…
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…
2022: North Karnataka-Western Maharashtra road trip
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…
Building a pipeline of urban infrastructure projects
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…
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…
Reducing greenhouse gasses: Pathways to achieving the objective
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…
Building a network of green financing institutions in India
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.…
Amazing Australia – a must-visit touristy country!
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…
Net Finance – A companion to Net Zero
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…
Fiscal considerations of the Green transition
State of public finances has a direct impact on Green policies that Government can pursue – the range of policy options gets shaped by the…
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…
India’s Union Budget FY2023 – Impetus for investments and capex
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…
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…
Madhya Pradesh: Food, forts, palaces, history, jungles, temples, hills, rivers, lakes…
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…
Shaping our Green Future: Pathways and Policies for a Net Zero Transition
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…
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…
Urban development and green finance: Blending two mega trends
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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Akhilesh Tilotia 