It’s been a year since I last wrote about the Chinese economy. And it was as part of the global economy, that I was writing then. There are several reasons to turn our attention to China again: to see how the domestic Chinese economy is faring since it had gone into a serious slowdown, to… Continue reading Is China’s Rebooting of Its Economy Working?
I don’t think anything else has featured in the news in the Indian media landscape these past few weeks other than the firing between India and Pakistan forces. The flaring up of tensions between the two countries was precipitated by the terror attack on 26 tourists in Pahalgam in Kashmir on April 22, 2025. I,… Continue reading War-War, Jaw-Jaw Over the LoC
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The world’s most powerful financial elite, comprising finance ministers and central bankers converged in Washington DC last week for their annual Spring Meetings with the World Bank and the IMF. This follows on from the US elections last November where Trump was elected US President for the second, but not consecutive term. Usually, this wouldn’t… Continue reading The Global Economy Lacks Spring in its Step
When I read about the latest tranche of Vodafone Idea equity stake that the government of India is going to have to acquire, as spectrum auction dues get converted to equity, the first thought that occurred to me is “Oh gosh! Soon it will become a PSU!” And we all know the fate of our… Continue reading How Not to Allow Vodafone Idea to Go the Air India Way
We’ve been preparing for this ever since Trump’s election campaign in the US last year: higher tariffs across the board on all countries and all product categories. Now that it is here, the media cannot stop talking about it with its breathless reporting on the subject. No matter what type of media – newspapers, television… Continue reading Let Us Not Get Distracted by Trump’s Tariffs
The wars in Ukraine and in the Middle-East have raged on for years and there has been plenty of reporting on it. Not so much on their economies and how the countries are coping. At least I haven’t read or heard anything on the news about their economies, except at the start of the second… Continue reading While the Wars Rage On, Their Economies
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In all the hype and news flow around AI and technology in general, it appears that there are some changes taking place in a few industries at least that might require us to pay attention. Where these changes might be real and enduring, perhaps it’s time to engage in “What if?” kinds of thought experiments.… Continue reading Implications of Changes in Some Industries: Playing Devil’s Advocate
Ending the wars and bringing peace to both Ukraine and the Middle-East seems to have gathered momentum ever since the New Year began. Or, since Trump’s return to office for his second term. He campaigned for his election saying that he will stop the wars in a matter of days. Unfortunately, it appears as though… Continue reading Ending The Wars or Starting New Ones?
Peripatetic Perch 