India mustn't skip the manufacturing train. Services alone won’t tap into demographic dividend…

Thoughtful must-read from Trinh Nguyen ⁦Trinh⁩
… theprint.in/opinion/india-…

Fed minutes, more hawkish-than-expected????

Is the 'cult of Modi' starting to lose its lustre?

Maybe but my guess is 4 June is gonna show a blow out. His critics are never going to like him for obvs reasons. The challenge here is that when people go and vote, they will have to choose with either the status quo - free

“The question.. is moving forward, to address job weaknesses; should India leapfrog to services and avoid manufacturing all together given the challenges of China’s excess capacity and the global drive to decarbonise?” 1/11

But JPO (and also RBA) bias is to cut, should data allows so.

Asian markets obvs scared as China data weak (retail sales < IP and fiscal revenue very weak). Asian central banks just need to hold on for a bit. Commodity prices heading higher.

Patience is an annoying word as it implies your virtue will be paid off. And that's what the Fed

Fed minutes, more hawkish-than-expected????

The biggest judge of a character is a person that despite possessing significant power choosing not to exercise all of it all the time. But the unfortunate thing about life is usually those that amass great power want to exercise it. Or as the Paul Valery had said, 'Power loses

India mustn’t skip the manufacturing train. Services alone won’t tap into demographic dividend 🇮🇳

Trinh op-ed is out with ThePrintIndia Shekhar Gupta

theprint.in/opinion/india-…

'India mustn’t skip the manufacturing train. Services alone won’t tap into demographic dividend'

Trinh Nguyen Trinh, senior economist at NatixisCommitments, writes

#ThePrintOpinion

theprint.in/opinion/india-…

Urgh, impressive work by the FT team but super scary.

This article by James Mayger is about US efforts to shape global supply chains impacting trade and investment in Asia.

Exports to the US surpass China by Asians (Taiwan, South Korea, Japan, Vietnam, Thailand etc). Investment is being reshaped w/ FDI inflows to China weakening and

The key to a happy life is to focus on what you can do to be a better person than what bad things others are doing. The former will not just expand your heart & hopefully career & productivity but also allow you to be dragged down by endless negativity.

Meaning, be the change