There is no excerpt because this is a protected post.
Protected: Reading for An Uneventful Summer
Category: The economy
Expand and Reform CBAM For the World
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
What India Inc’s Earnings Tell Us About the Indian Consumer
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
What Ails Private Sector Investment?
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?
World’s Most Populous Country or World’s Largest Market?
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?
Inflation: Up, up and away!
Since the world’s major economies reopened after Covid-related lockdowns, they have been heating up, what with pent-up demand, consumers on a spending spree, travelling, dining out and catching up on a host of social activities that were not possible during lockdowns. All that heated spending and pent-up demand, with supply chains not catching up, led… Continue reading Inflation: Up, up and away!
Stalemate in Ukraine Crisis, with America the Only Winner.
As the Ukraine-Russia conflict drags into the second year, any chance of a quick end to the war recedes further away from us into the distance. If anything, 2023 began with a ratcheting up of the call for more arms from Ukraine and the west scrambling to make more military equipment available. Zelensky has been… Continue reading Stalemate in Ukraine Crisis, with America the Only Winner.
India’s G20 Year
Last year ended with the grand announcement that 2023 would be India’s presidency of the G20 group of countries. The Prime Minister unveiled a new logo for the G20 along with the theme of Vasudhaiva Kutumbakam, an ancient Sanskrit concept that stresses the oneness of all humanity. I remember writing about this concept in one… Continue reading India’s G20 Year
Porter’s Competitive Advantage of Nations in Today’s Globalised World
Now that I have finally finished reading Michael E Porter’s The Competitive Advantage of Nations, I thought I’d write about its relevance in today’s globalized world. Like many business and economics books that I have been writing about recently, it wouldn’t be fair for me to review this book either, for the same reasons. I… Continue reading Porter’s Competitive Advantage of Nations in Today’s Globalised World
Davos Man Ready to Face the Challenges of the 21st Century?
If we thought that the 2008 Financial Crisis is the worst crisis the business world has seen this century, we had better think again. Close on the heels of that, we had the Covid-19 global pandemic, and we are still in the grip of a regional war with global repercussions, plenty of geopolitical tensions, as… Continue reading Davos Man Ready to Face the Challenges of the 21st Century?
Peripatetic Perch 