Piecing together disparate data for economic and market insights
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
We discuss how demographic changes are faster than economic shifts, the Ego, Economy, Ethnicity Framework, the strong links between demographics and Economic Growth, the impact of Aging Populations, immigration as a solution, and India’s demographic outlook
We discuss lessons India can draw from past currency wars to navigate the turbulent years ahead. We discuss how, in the decade before the Bretton Woods system, countries devalued their currencies to gain trade advantages—and how similar pressures are resurfacing today as major economies look to depreciate their exchange rates. Drawing on global historical patterns, … Read more
This conversation occurred on 21 August 2023 as the 17th edition of the Axis Bank Treasury Market Talks.
This appeared on Bloomberg (link): Ronojoy and I discussed how the budget re-affirmed the government’s pro-growth stance visible since the expansion of the PLI schemes in Nov-2020, bond yields, bad bank, etc.