Piecing together disparate data for economic and market insights
thetessellatum It’s a freewheeling chat. A lightly edited Gemini summary of the video: We discuss India’s journey and ambitions in the semiconductor industry, the India Semiconductor Mission (ISM), its objectives, and the challenges faced in building a semiconductor ecosystem.ISM started in December 2021 with a $10 billion budget to create a robust semiconductor ecosystem in India. … Read more
Sonia and I discuss 2:19 Geopolitics and Trade 4:21 Trump vs NATO Allies 8:00 Whither the Global Trade War? Global trade is growing faster than global GDP 10:20 Effects on Markets 14:29 Silver as an Investment? 18:55 Potential of Metals in 2026 27:03 Large Cap Equity Performance 30:47 Economy Reviving? 36:42 Indian Economy & Collateral … Read more
Conducted on 16 December, published on 22 December (link). In an interview with Subrata Panda & Samie Modak in Mumbai, Mishra says as growth momentum becomes clearer, foreign investors, who went underweight India, may return. Q: Why did Indian equity markets underperform global peers this year?A: FY25 saw simultaneous fiscal and monetary tightening.Fiscal tightening amounted … Read more
Mukesh and I discuss why we are at the start of a true golden age of Indian entrepreneurship:
Part 1: Part 2:
Geopolitics, Not blinking, Growth, Policy challenges, State level reforms
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