The current semiconductor competition between US and China is fast threatening to morph into a larger Cold War of the 21st Century as I have written before on my blog. It is part of the continuation of the Trump-era tariff and trade wars that the two superpowers engaged in, in a tit-for-tat raising of tariffs… Continue reading Why the US-China Eco-Tech War is Dangerous for the Global Economy
During the past couple of weeks, the world has seen such extreme weather events that I wonder if it isn’t high time, we looked at the economic consequences of climate change more seriously. The news has been full of terrible natural disasters such as floods caused by extremely high rainfall, wildfires and even if we… Continue reading Can the Global Economy Weather Climate Change?
There is no excerpt because this is a protected post.
It’s June 2023 and the third summer after Covid lockdowns were relaxed in most parts of the world, and when economies began emerging out of the pandemic crisis. It’s also the third year, therefore, of anomalies in economic data correcting themselves, thanks to base effects both positive and negative tapering off. They haven’t entirely disappeared,… Continue reading How the Global Economy is Recovering from Post-Pandemic Effects
I have been writing about EU’s CBAM on my blog ever since I read about it in The Economist, so it came as a surprise to me that CBAM is to go into effect in October this year. I had in fact, written after the climate summit at Glasgow, that it was disappointing to read… Continue reading Expand and Reform CBAM For the World
After the highs of corporate earnings in the first half of 2022, we ought to be prepared for a more moderate showing in this, the last quarter of India’s fiscal year 2023. The slowing down or moderation in corporate earnings follows from a slowdown in economic activity, and especially due to the positive base effects… Continue reading What India Inc’s Earnings Tell Us About the Indian Consumer
Just three years ago, at the start of the Covid-19 pandemic, many including The Economist were writing about governments getting bigger. Governments did indeed get bigger, as it was their responsibility to control the pandemic and provide relief to vulnerable families across the world. While the kinds of relief and stimulus packages differed from country… Continue reading What Ails Private Sector Investment?
You could say both of the Indian economy and you would be right. We are not merely the fastest growing major economy, we are also the most populous nation now, as the Financial Times recently reported. They said India is likely to overtake China as the world’s most populous nation sometime this month, or at… Continue reading World’s Most Populous Country or World’s Largest Market?
A trilateral meeting in San Francisco made international news quietly, if that is possible, a few weeks ago. Australia, UK and the US, part of the trilateral group AUKUS, announced a nuclear-powered submarine that the US will help Australia deploy in the Pacific. The news died as quietly as it broke. Not too many seemed… Continue reading Aukus-Pocus and All That Quad
As the world tries to get back to normal business after three years of a pandemic, it appears that people are in the mood to take to the streets and protest. From UK and France to Mexico and Israel, people are demanding their fair share of economic and political rights. Not content with all the… Continue reading Protests Around the World and What They Portend
Peripatetic Perch 