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The Indian Economy Blog

Issues & insights

Last Build Date: Mon, 07 Dec 2015 18:27:33 +0000


China Skepticism

Mon, 03 Oct 2011 04:50:44 +0000

(I wrote this after my visit to Shanghai and Beijing in May ’10, as part of my MBA program at Duke. I originally circulated it around with friends and other readers with the title “China is at least 2 generations behind the rest”, but that was just needlessly provocative, and incorrect in many respects. Nevertheless, [...]

My impressions of the India-US summit

Fri, 22 Jan 2010 11:41:09 +0000

A write-up of mine recently appeared in India Abroad and TCS Daily on Montek Singh Ahluwalia’s talk at the Peterson Institute of International Economics, during the PM’s visit in November. Here’s the link.

India: A Bright Spot Amidst The Global Recession?

Sun, 16 Aug 2009 06:38:53 +0000

Nouriel Roubini, of the infamous (and silly) Dr Doom moniker, says India might just do OK. Despite slowing from highs of 8% to 9% growth, India’s economy will grow close to 6% in 2009. Amid domestic and global liquidity crunch, large domestic savings and corporate retained earnings are financing investment. Sluggish labor market and wealth [...]

Is The Indian Economy Heading For Its Finest Hour?

Mon, 18 May 2009 17:13:58 +0000

“For what it’s worth, a key conclusion from the IMF’s new World Economic Outlook is that recessions caused by financial crisis typically end with export booms, with the trade balance improving,on average, by more than 3 percent of GDP. I find this a disturbing result: we’re now suffering from a global financial crisis, which means [...]

A Fabulous, Fabulous Resource

Tue, 05 May 2009 12:23:32 +0000

The El Dorado for auto-didacts Salman Khan, a portfolio manager in California has created hundreds of free educational videos, available on his web site, the Khan Academy and on YouTube. These videos cover the basics of banking, finance and the current credit crisis — I saw a couple and they’re quite good. Even more importantly, [...]

We Knew Them When…

Sat, 02 May 2009 19:50:09 +0000

Kudos to Amit Varma and Reuben Abraham Amit Varma, India’s foremost blogger and award-winning columnist, has been busy recently. His first novel, My Friend Sancho releases this week in fine bookstores all across India. Click here for launch details — so far, it’s Mumbai, Delhi, Kolkata, Bangalore and Chennai. If you’re in any of these [...]

Online Campaigning & The Indian Elections

Wed, 22 Apr 2009 01:45:25 +0000

The Internet may have worked wonders for Obama in the US, but is unlikely to be even half as effective in India In a nation where a quarter of eligible voters are now between the ages of eighteen and twenty-five, the 2009 elections will see a potential 100 million young Indians heading to the polls [...]

Weekend Reading: 19 April, 2009

Mon, 20 Apr 2009 02:04:17 +0000

Social entrepreneurship inching forward in India, albeit slowly and fitfully : India’s Spirit Of Business Booming Hygiene doesn’t make it too often to the media. However, as anyone who’s spent more than 24 hrs in India knows, the lack of adequate toilets is a huge, huge issue. Two links on that subject: Bloomberg – India [...]

Weekend Reading: 12 Apr, 2009

Mon, 13 Apr 2009 02:46:04 +0000

India’s Underground & Hinterland seem to be the topics du jour :-) In the Wall Street Journal, Peter Wonacott says India Defies Slump, Powered by Growth in Poor Rural States. Rama Lakshmi of the Washington Post said as much last month: Vast Rural India Sparkles As an Expanding Market About 72 percent of India’s billion-plus [...]

IPL Rescheduling & Signals To Investors

Fri, 27 Mar 2009 12:29:30 +0000

After 26/11, Jack Welch pointed out that the attacks posed a question for India in terms of its ability to manage itself. China, although under authoritarian rule, had managed to pull off the Beijing Olympics, and assured safety for investors. India faced that question, post 26/11. Now, with the cancellation of the IPL tournament in [...]