Choking China+1; Households that save vs. those that don’t; episodes

Choking China+1?

Chinese moves to interfere with the ability of Apple and Foxconn, to shift production to India, have made waves. In my column in the Business Standard of 7 July, I argue that this reflects weakness and not strength. The change in the relative strength of Chinese and Indian goods exports into the US, that has taken place since 2009, is surprisingly large. The knowledge on how to do manufacturing, that China seeks to impound, is available at many places in the world.

Households that save vs. those that don’t

An interesting way to think about households on a life cycle scale is the distinction between households that are living within their means, and adding to savings, vs. those that are not. In an article on The Leap Blog on 11 July, Jay Kulkarni and Susan Thomas draw on the CMIE CPHS dataset to offer basic facts on the average propensity to consume (APC), and correlates of households above vs. below an APC of 1.

Episodes

Everything is Everything with Amit Varma, has Ep107, What these labels mean, 11 July.

I did an episode with Manali Shah on her Gathering Genie channel, on doing better convenings, on 11 July.