Chat on: India’s growth, AI, geopolitics, ‘Fear’
Part 1: Part 2:
thetessellatum
Interview (Bloomberg): India’s role in a shifting global economy
Geopolitics, Not blinking, Growth, Policy challenges, State level reforms
No Russian Oil? Likely No Problem
Post-US/EU sanctions, energy markets aren’t panicking; there’s other supply & India’s macroeconomy can easily adjust This was published in the Times of India on 25 October 2025 (link). In a change of tactics to end the Russia-Ukraine war, the US has blacklisted two Russian oil majors Lukoil and Rosneft. This is designed to prevent foreign … Read more
Chat on GST: Reform, Fiscal, Growth impetus
In this chat we put the recent changes to GST into context, discussing the history of indirect taxes in India, some of the challenges in implementing GST, and the impact of this reset on inflation, demand, and growth. We discuss how rate rationalization can boost consumption without straining fiscal math, how input tax credit works … Read more
Chat on India’s semiconductor journey, innovation, growth
We discuss India’s opportunities across semiconductors, AI, digital public infrastructure, and startup ecosystems. From India’s $18B bet on chip manufacturing to the role of Aadhaar, UPI, GST, and ONDC in transforming credit and payments, to India’s chances of leapfrogging in innovation and diffusion while building global partnerships. We chat about India’s competitiveness in the AI … Read more
Chat on India’s growth prospects
We decode the macroeconomic outlook for India, addressing: How India is navigating economic headwinds, The impact of tariff trends and trade policies, Key drivers of India’s growth story and policy reforms, and what lies ahead for investors, businesses, and policymakers.
Chat on Global Reset, India’s prospects
We discuss how the world is changing, the thawing of India China relationship, US Tariff impact on India, the US India relationship, possibility of de-dollarisation, the rise of Digital Currency, how the US policymakers are much more agile than India’s governance structure allows, India’s growth slowdown and how it is reversing, FII selling in India.
Chat on reasons behind Trump policies, currency wars
Here Mukesh and I explore why the Trump moves aren’t just about trade, but about four bigger objectives. Covering various topics from stagnant U.S. wages and life expectancy gaps to America’s renewed manufacturing drive for national security, this we discuss the forces influencing today’s shifting geopolitical landscape. We explore why a dollar devaluation may be … Read more