Having just written last month about the state of the global economy, especially the developed major economies, I thought I’d write about how the Global South is faring under the same pressures of geopolitical tensions, war and tariffs. This is the entire region dominated by developing, emerging and low and middle-income countries that even ordinarily… Continue reading Crises of Debt and Demography in the Global South
After my two articles earlier this year on the global economy, I think it is time to reassess the economic situation that prevails around the world and what can be done about it. I don’t think any discussion on the global economy can take place right now without US tariffs, geopolitical tensions and the Iran… Continue reading Global Economy in the Grip of Bad Policies
I am talking about Aston Martin, of course. Hard to imagine that the ultimate rescue vehicle for 007 is now itself in need of rescuing. I was quite surprised by the news that Aston Martin is in financial trouble and that its Q2 2026 earnings were very disappointing. I wonder why this should be, and… Continue reading Rescuing and Reviving 007’s Car Brand
As corporate earnings stream in for Q1 FY27 they seem to be suggesting that revenue growth is good, albeit weakening, and that margins are under pressure. This is hardly surprising since most companies do not seem to have responded to rising prices of inputs and commodities with price increases. Therefore, margins are under pressure, though… Continue reading The Strong Profits, Weak Investment Conundrum of the Private Sector
“Open AI’s definition of AGI (artificial general intelligence): Highly autonomous systems that outperform humans at most economically valuable work.” “Computer science and AI community are gripped by an ideological vision that places AGI, meaning machines, that exceed all human capabilities, as its highest possible pursuit.” The statements above are from a research paper/essay by MIT… Continue reading Imagining the AI Economy
The world’s second largest economy has mostly been in the news for its slowing domestic consumption and for the overcapacity it has generated in high-tech industries which still keeps powering the economy through exports. While both these are true, it is perhaps time to explore the Chinese economy a little more in detail for it’s… Continue reading What We Can Learn from China’s Two Speed Economy
The Iran war is into its fourth month, when it was supposed to end in 4-6 weeks according to President Trump. And we are all aware of the dangers this prolonged conflict is posing to our economy here in India as well as around the world. India in particular is affected through the external sector,… Continue reading India Must Untie the Economic Knots It Has Tied Itself Up In
There is no excerpt because this is a protected post.
As we go into the summer of 2026, there is no denying the fact that it is going to be a season of impasse, from which there is no easy way out. World leaders have got us into this dreadful situation but cannot find a way to extricate themselves and the world out of the… Continue reading Season of Roadblocks and Stalemate
When I last wrote about the European economy six months ago, I had said that the EU must look beyond trade for economic growth and that there is ample room to increase domestic consumption as well as investment across EU member countries. I had also written about how many of the countries in the continent… Continue reading Geo-economic Challenges That Europe Must Address Soon
Peripatetic Perch 