PinnedFrom Russia With Love… Putin’s Fog of WarThe crux of the conflict is located in Vladimir Putin’s vision of Russia not as it is but as he sees it. The dare has jolted the West out…Feb 20, 20222Feb 20, 20222
PinnedArchaic Laws Criminalise EntrepreneursThree decades Licence Raj was dismantled, Inspector Raj persists . Businesses must navigate 26,134 compliances hosting the threat of…Feb 13, 2022Feb 13, 2022
Fight House Fallout: Peace Trips on EgosOnce offered a ride Zelenskyy is asked to take a hike. Trump whisperers say make his ego your ally. Macron and Starmer showed how…Mar 2Mar 2
Market Miasma: Growth Bubbles and Bearish IdesEverything that fomented hubris is haunted by doubts and every argument is daunted by geopolitics. Nifty futures are in the red, Europe is…Feb 23Feb 23
Trumpistan-Global Chaos in Slow MotionThe chaos unleashed by #Trump is unravelling in slow-motion. The collision of notions and nuances, with attendant twists and turns, have…Feb 16Feb 16
Trump’s Torrid Tariff Twists and TurnsDivining the mind of DJT is a reality show roiling regimes and markets. Trump has yo-yoed from targeted 60 % tariffs to universal tariffs…Feb 9Feb 9
Budget Goes Big, Growth Hinges on HopeBudget 2025–26 has “gone big”, and pinned its hopes on the private sector with repeated mentions of the middle class to boost growth…Feb 3Feb 3
DOGE for India: Been There, Dodged That!There is much chatter about a DOGE for India. Many Indians have come to subscribe to the Reaganesque thesis — government is not the…Jan 26Jan 26
India’s Middle Class Stranded in a Political MuddleIt is that time of the year when the taxpaying middle class hopes the promised dawn will arrive. The taxpaying middle class believes it…Jan 19Jan 19
Fix Problems for Growth: Ideas for Budget 2025Growth has slid to 6.4% as public investment is lower, industrial growth poorer and consumption is slower. There is much lather on ways to…Jan 12Jan 12
Indian Economy: Betwixt Questions & Half AnswersIts the Budget Season.How is India doing? The reality is wedged between questions MPs ask and the response of the government. In December…Jan 5Jan 5
2025: A Year That Defies PredictionsTrump’s victory has upended formulaic two-by-two charting and SWOT analysis. His rule with social media posts approach renders uncertainty…Dec 29, 2024Dec 29, 2024
Taxpayer Money Wasted, Public Issues AdjournedIt is estimated that running a parliament session costs Rs 2.5 lakh per minute. The nation is paying a greater price in the neglect of…Dec 22, 2024Dec 22, 2024
Trump Effect: The Power of Noun and VerbThe inauguration of the 47th US president is more than a month away. Yet, for all intents and purposes, Trump is in power. Like in…Dec 15, 2024Dec 15, 2024
GST Rate Changes: Consult the PublicThe ‘proposed’ rate hikes triggered public anger. The outrage signals need for transparency and wider consultation with stakeholders. Is…Dec 8, 2024Dec 8, 2024
At the Root of Slowdown: It’s Politics, StupidThe villain of the slowdown is poor governance. Government expenditure is lower. Private sector capex is slower even as companies pile up…Dec 1, 2024Dec 1, 2024
Maha Mandate: Sops Success and Surge of PopulismThe verdict in Maharashtra has stunned the opposition and left eyebrows raised. The mandate arrives with costs. The expansion of sops…Nov 24, 2024Nov 24, 2024
Maha Polls — Live Exchange of Futures and OptionsMaharashtra matters beyond the parameters of Lok Sabha seats and size of GDP. It is the hub of soft power, hard cash and political venture…Nov 17, 2024Nov 17, 2024
Here We Go Again — Faustian Fracas on FreebiesThe freebies debate made a comeback this week. Fact is no party is innocent in the race to assemble a coalition of beneficiaries to win…Nov 3, 2024Nov 3, 2024
Trump Triggers Trade-offs in GeopoliticsThis week India and China met to talk peace. What caused the change in China’s approach with India? The state of China’s economy and the…Oct 27, 2024Oct 27, 2024