Piecing together disparate data for economic and market insights
This appeared in the Indian Express on 12 October 2026 (link) For India, the opportunity is not simply to adopt AI. It is to move from isolated applications to economy-wide productivity gains. India’s experience with digital public infrastructure shows how technology, institutions, and market incentives can combine to reduce costs, broaden access, and create platforms … Read more
This appeared in the Economic Times on 12 October 2026 (link). Published: Oct 11, 2026, 11:45:14 PM IST We have entered a golden age of Indian entrepreneurship. The number of active companies has risen by more than half a million in three years, rising by a third, from 1.6 million to 2.2 million. Many of … Read more
In this podcast recorded on 5 June 2026, we discuss why the sense of foreboding on India’s economy – that something really bad is about to happen – is misplaced. We discuss:
This appeared in the Times of India on 14 May 2026 (link). Well into the third month of the Iran war, earlier assumptions of a short-lived conflict have now been well and truly negated. Over the past week, even as physical shortages of oil seem to have eased, the price of oil for March 2027 … Read more
In this video, Bidisha and I discuss India’s economic outlook, focusing on the upcoming Union Budget 2026: global economic turbulence, India’s growth drivers, and critical policy priorities. Main points We discuss the significant risk posed by disruptions to global capital flows, drawing parallels to the period between 1989 and 1993. Major global players like the … Read more
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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
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.