After reading news of India’s first quarter GDP for FY 23, which showed little sign of a base effect despite the fact that in FY 22, we had grown 20.1% in the same quarter, we are likely to think that base effects don’t matter anymore. It would be unwise to think so, however, because this… Continue reading Pay Attention to the Cyclical Economy
Hello friends. This edition of The Owl Wisdom Podcast is prompted by the constant refrain that we all hear about returning to pre-Covid levels. Whether it is our day-to-day lives or the wider economy, the comparison is always with life before Covid. Here - as in a previous edition titled The Big Reset - I… Continue reading The Problem with Pre-Covid Levels: Owl Wisdom Podcast
It's not a New Year resolution, but I thought it might be a good idea for me to attempt podcasting in 2020 as a way of adding another dimension to my blog. And in keeping with the tradition of my blog, the podcasts too will be written at the intersection of business, economics, politics and… Continue reading Five Highs and Lows in 2020: Owl Wisdom Podcast
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Peripatetic Perch 