We’re nearing the end of 2023, and it appears that most economies have managed to stave off a recession, except Germany, Austria, Poland and Sweden among advanced economies that might still close the year a little in the cold. Ireland too looks surprisingly weak in 2023, but not if you consider the previous two years… Continue reading What To Expect from the Global Economy in 2024
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October 2023 began with all the omens of a Middle East conflict once again, when Hamas launched a series of rocket attacks on Israel and Israel responded in its typical fashion. Everyone in media wondered how Israel could be caught so off-guard and about the failure of its world-renowned intelligence. This only adds to the… Continue reading Stalemate or Larger Regional War in the Middle East?
Two most dreaded words in economic circles and think-tanks these days is industrial policy. It is frowned upon because it has come to be associated with all the negatives of government intervention. Politics, geo-politics, picking winners, wasteful subsidies and creating distortions in what ought to be a free market economy. It has become a term… Continue reading India in Need of Industrial Policy 4.0
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It is corporate earnings season once again! And while we wait for major corporations the world over to declare their earnings, we are also watching India Inc’s earnings report for the September 2023 quarter, which falls just before the festive season in India. In fact, because Diwali is slightly later than usual this year, we… Continue reading India is Bucking the Economic Slowdown, Or Is It?
The last time I wrote about the global economy, I wrote about its fractious state, thanks to the geopolitical tensions all around. This time, I thought I would look at it from the multilateral institutions’ point of view and then share my own thoughts on where the global economy might be headed. As I write… Continue reading Global Economy Still Searching for Direction
As has become commonplace these years, 2023 too has been a year of extreme weather conditions, natural disasters, excessive and unseasonal rainfall in some places, drought in other places. We know that extreme weather conditions and natural calamities are becoming the rule, but it doesn’t conform to any pattern and we are unable to mitigate… Continue reading Greening the Planet Against Climate Change
For years and maybe even decades, technology experts and think-tanks have been warning us of the impact of automation and AI on work, skills and jobs. McKinsey, in its 2017 report on the Future of Work, which I had written about and shared on my blog in 2019, had indicated what kinds of jobs and… Continue reading The Generational Impact Generative AI Could Have on Work
This month saw the grand finalé of the G20 2023 summits under India’s presidency. New Delhi, India’s capital was suitably sanitized, beautified and locked down – for a 3-day holiday – so that leaders of the world’s most economically powerful countries as well as heads of multilateral institutions who had descended upon the city could… Continue reading G20 and BRICS, All in Expansion Mode
Peripatetic Perch 