Updates
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
Global macro; Indian firm default; Orderly yield curve evolution; Legal certainty in government contracting
The global macro situation My column in the Business Standard today, The stress in global macro, starts out with a view about sanctions against Russia…
Jun 13
3
Share this post
Global macro; Indian firm default; Orderly yield curve evolution; Legal certainty in government contracting
ajayshah.substack.com
Copy link
Twitter
Facebook
Email
Firms for a heterogeneous country; electricity policy; central banks and the rule of law
My column in the Business Standard today is Big firms and the problem of intra-India variation of the locale. In October last year, Akshay Jaitly and I…
May 30
8
Share this post
Firms for a heterogeneous country; electricity policy; central banks and the rule of law
ajayshah.substack.com
Copy link
Twitter
Facebook
Email
Electricity shortage in a heat wave; How households see consumer grievance redress
There’s a heat wave, electricity is in short supply, but ice cream is not. Akshay Jaitly and I have a column in the Business Standard today, Root cause…
May 16
1
Share this post
Electricity shortage in a heat wave; How households see consumer grievance redress
ajayshah.substack.com
Copy link
Twitter
Facebook
Email
Strategy questions of large Indian firms; Julia and statistics
My column in the Business Standard today is about the puzzles of strategy in large private Indian firms, Traversing across the hope and fear. The…
May 2
Share this post
Strategy questions of large Indian firms; Julia and statistics
ajayshah.substack.com
Copy link
Twitter
Facebook
Email
All India services, More freedom in electricity transactions, Exchange rate vs. inflation
K. P. Krishnan has a column in the Business Standard today, The provincialisation of the All India Services, which lies at the intersection of the…
Apr 21
1
Share this post
All India services, More freedom in electricity transactions, Exchange rate vs. inflation
ajayshah.substack.com
Copy link
Twitter
Facebook
Email
NPS jitters; energy transition investment
My column in the Business Standard today is about the consequences for pensioners and public finance of cold feet about the New Pension System. (The NPS…
Apr 4
2
Share this post
NPS jitters; energy transition investment
ajayshah.substack.com
Copy link
Twitter
Facebook
Email
Competition in government contracting; impact of a fee on the orders-to-trades ratio; output of NCLT in the pandemic
In the field of government contracting, there is a concern about the loss of competition when many private firms choose to avoid government as a…
Mar 29
1
Share this post
Competition in government contracting; impact of a fee on the orders-to-trades ratio; output of NCLT in the pandemic
ajayshah.substack.com
Copy link
Twitter
Facebook
Email
Three problems for the world economy; Economic stress in Russia; IT is the biggest industry; History of disinvestment
My column in the Business Standard today is Three problems for the world economy. Sudipto Banerjee, Renuka Sane, Srishti Sharma and Karthik Suresh have…
Mar 21
Share this post
Three problems for the world economy; Economic stress in Russia; IT is the biggest industry; History of disinvestment
ajayshah.substack.com
Copy link
Twitter
Facebook
Email
Freezing central bank assets; Rajasthan return to old pension system
My column in the Business Standard today is How damaging is freezing central bank assets? A big achievement in economic policy of the 1990s and 2000s…
Mar 7
Share this post
Freezing central bank assets; Rajasthan return to old pension system
ajayshah.substack.com
Copy link
Twitter
Facebook
Email
Improved balance sheets; review of the Yadav/Patnaik book
My column in the Business Standard today is How did the balance sheets get better? Josh Felman has a review on The Leap Blog of the Yadav/Patnaik book…
Feb 21
6
Share this post
Improved balance sheets; review of the Yadav/Patnaik book
ajayshah.substack.com
Copy link
Twitter
Facebook
Email
Scale effects at NPS; rational foundations for owning gold; Josh Felman.
My column in the Business Standard today is Fund management that you buy. This is about the economies of scale that have come about at the NPS, and the…
Feb 7
6
Share this post
Scale effects at NPS; rational foundations for owning gold; Josh Felman.
ajayshah.substack.com
Copy link
Twitter
Facebook
Email
Climate change in India; review of Bhupender Yadav and Ila Patnaik book
My column in the Business Standard today is Climate change for practical people. On 20 January, I wrote a book review in The Leap Blog, of The rise of…
Jan 24
6
Share this post
Climate change in India; review of Bhupender Yadav and Ila Patnaik book
ajayshah.substack.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts