Topic: Investments
Sep 21, 2026
Nine years of net gold buying equals nine years of current account deficit — and it has doubled in value
We combine customs trade data with daily spot gold to size what nine years of net gold imports cost India, and what the metal is worth now Net gold outflow of $2862bn over FY18 to FY26 sits...
Jun 19, 2026
India’s net FDI has all but vanished — even as foreign money keeps pouring in
Combining RBI balance-of-payments and DPIIT data, we can decompose India’s FDI into what arrives and in what form, what foreign investors take back out, and where Indian firms now invest...
Jan 22, 2025
The Power of Nowcasting
Financial Express Knowing the recent present can be powerful for investors and policymakers – digital exhaust makes it possible In the face of an increasingly interconnected and volatile...
Aug 29, 2024
CFA Webinar: Practitioners’ Insights – Rise of Alternate Data in Investment Decisions
In recent years, the financial landscape has witnessed a seismic shift with the proliferation of alternate data sources, reshaping how investment professionals analyze markets, assess risks, and...
Aug 16, 2024
Green trifecta: Financing higher retail capex in a low greenium world
Financial Express Green transition (a) requires an increased share of investments by households, (b) creating an economy with higher capex and lower opex, and (c) without material green...
Jul 3, 2024
Climate Policy Lab Academy 2024
A country makes big commitments at a mega climate event For its people and industries, it then announces many policies to meet its commitments How would you know if the policies (and their eventual...
May 20, 2024
The many insights from India’s toll analysis
Financial Express Once a dataset is released to the public, the ability to derive insights is limited only by imagination We detail our learnings from analyzing India’s tolls Akhilesh Tilotia...
Feb 15, 2022
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...
Apr 1, 2021
Net-zero will require a serious effort – now!
Book review of Bill Gates': "How to Avoid a Climate Disaster" Financial Express This book should be a required reading for anyone interested in:• the “big picture” of greenhouse...
