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Turning point in private investment projects data; Carbon tax at the EU border
Turning point in private investment projects data There were two episodes of torrid growth in India: in the mid 1990s and then in the late 2000s. After…
Information warfare; Impeding the LRS; XKDR Forum in April; Short selling
Information warfare and its limitations Signs of information warfare are all across the landscape, ranging from grifters seeking political influence in…
The art and science of economic policy, on Coursera; Rishab Bailey; Karthik Suresh; We are recruiting
The art and science of economic policy, on Coursera Aromar Revi, Vijay Kelkar and I built a course, The Art and Science of Economic Policy. This was…
Exporting into a world with carbon taxes; The place of short selling; Innovation by Indian startups
Exporting into a world with carbon taxes Carbon emission imposes negative externalities, which motivates a carbon tax. If one country introduces a…
April 2023
The path to capable firms; Data release for improving airports; Policy thinking on `AI'; XKDR Forum in March
The path to capable firms Recent events have brought a fresh focus upon issues such as moving money across the border, optimising taxes in the global…
The importance of services exports; Banking in the aftermath of SVB; rethinking the Information Technology Act, 2000
The importance of services exports My column in the Business Standard on Monday was The importance of services exports. In India we’re all a bit jaded…
March 2023
The global financial storm; Josh Felman on TSATU; EMC 2023 dates
The global financial storm We are all watching this bout of global financial drama. In my column in the Business Standard yesterday, Safety in the…
The roots of global success; ISOTR → Coursera; Julia meetings in Bombay; Global macro at AED 2023
The roots of global success It is remarkable, how individuals who grew up in India are in leadership roles at important organisations in the West such…
February 2023
Heroes made of CO2; How many national champions are required; Financial inclusion measurement; Firms and cybersecurity
Heroes made of CO2 There is an old idea around pollution arbitrage: production will tend to shift to countries with lax standards. In my column in the…
Uncertainty has declined; Measurement of financial inclusion; Basic facts about the health of the people; Draft Digital Data Protection…
Uncertainty has declined One year ago, there was radical uncertainty, with a combination of DM macroeconomic uncertainty, Russia’s invasion of Ukraine…
January 2023
Influence operations by state actors into India; Households that borrow to repay; Measuring grievance and redress for pension products…
Influence operations by state actors into India We in India are used to influence operations mounted by businessmen and political parties, aimed at…
How countries treat their rich; Basic facts about consumer grievances in finance; Pavithra Manivannan
How countries treat their rich Jack Ma was once worth $60 billion; he just lost a lot of his empire. Rich people have faced many travails in countries…
© 2023 Ajay Shah
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