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Firm strategy in the changing international trade environment; Ep 40 of Everything is Everything
Firm strategy in the changing international trade environment In my column in the Business Standard yesterday, I clarify four distinct strands of the…
Rethinking innovation policy in India; Grand challenges in the energy transition; Eps 37,38,39 of Everything is Everything
Rethinking innovation policy in India Rethinking innovation policy in India: Amplifying spillovers through contracting-out, by R. A. Mashelkar, Ajay…
The evenings are hard; Electricity and Tamil Nadu public finance; Unintended consequences and criminalising cheque bouncing; XKDR Forum; Eps…
The evenings are hard Every evening, the solar energy users come back to the grid asking for power. Coping with this demand in the present policy…
Fintech; Eps 33,34 of Everything is Everything
Fintech Twenty years ago there was a lot of optimism about the fintech revolution and what it could do for Indian finance. My column in the Business…
The optimism in global asset pricing; Episodes 29,30,31,32 of Everything is Everything
What me worry? Global financial markets are excited about how developed markets, and the US, are faring. In my column in the Business Standard…
Fiscal policy strategy; Stock markets and cyberattacks; Perception measurement for the legal system; Electricity reform in Tamil Nadu; Trade…
Strategic thinking in fiscal policy The quiet interim budget announcement is a good time to go back to basics and think strategically about fiscal…
Some Indian firms have graduated into international asset pricing; Asset monetisation in electricity transmission; Episodes 27,28 of Ei
Some Indian firms have graduated into international asset pricing Anyone who glances at the S&P 500 and the Nifty levels, over the last five years, will…
Strategic sense about banking; "The art and science of economic policy" on Coursera; Episodes 25,26 of Everything is everything
Strategic sense about banking At the 14th Emerging Markets Conference, there was a great talk by Arnoud W. A. Boot from the University of Amsterdam…
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