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
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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?
If many of us thought that Trump’s first term was chaotic and polarizing, we are already beginning to see what Trump 2.0 is going to be like. With his campaign rhetoric of Making America Great Again and America First at his swearing in ceremony at the start of his first term, he had painted this… Continue reading How Should Countries Respond to Trump’s Tariffs?
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This month and the previous one in the New Year, Indian companies have been reporting their quarterly earnings for Q3 FY25. They have been along expected lines in the sense that they are much more muted than in previous quarters and years. Much of this can be explained by the effect of the Covid pandemic… Continue reading India Inc Caught Between Slowdown and Innovation Inertia
In recent months and years, India has been basking in the global spotlight. From the G20 presidency two years ago, to India’s overseas State visits to western countries where large trade and investment deals were signed, to India co-chairing the AI Summit in France recently, and intentions to host the next one in India, we… Continue reading India Needs to Pay Attention to its Neighbourhood
It’s been a long time since I last wrote on the UK and the EU economies, which was just around the time of their elections in 2024 and not since then have I considered how they’re faring. Of course, France had its own very consequential election soon after the EU elections, and the big one… Continue reading Weak Economic Growth, Big Plans on the Anvil
Once again it is time for me to react to the Indian Union Budget, and given all the pre-budget media hype around it on television news of a possible tax relief for the middle-class, I should have expected what we finally got to hear on February 1, 2025. I knew it would once again be… Continue reading Desperately Seeking Growth Budget
Peripatetic Perch 