Atleast he agrees that youth ate unemployed —- this is real progress

Insightful and incisive as always, Andy Mukherjee "Finally, in a continent-sized economy like India’s, there are vast regional differences in output and income. The credit absorption capacity of households also varies tremendously. Global impact investors may not know any of

An article that discusses the reality beyond trade in goods and provides the context for nuanced conversation. Thank you Sridhar V Example "Cambodia exports more to the US than it imports from that country simply because it is a poor country. It is so poor that it cannot afford

Will the Tariff-led trade policy of the US meet its stated objectives? 1.     Reduce trade deficit through increase in advanced domestic manufacturing and driving economic growth for American people. 2.     Discourage harmful policies like currency manipulation and imposition

Anil K Sood Global trade has generated immense wealth for participating countries. Many American corporations gained wealth through cheap production in China, which also greatly benefited. America's strength lies in innovation and technology, not manufacturing. 2

Amartya Sen: Accountability helps, but responsibility can work wonders.

Incentives and Subsidies A business that makes a profit of USD 8,000-10,000 per employee and has an ROE of 35%+ for last 15 years needs and deserves a subsidy. What could be the possible economic logic?

Anil K Sood rathin roy excellent piece. who hasn't lived thru some aspect of this: starting in the 80s, i personally witnessed the gutting of rust-belt america (and the american worker). literally chased my customers from erie to mexico, china & finally haiphong. this was deliberate, and china had

"The dusky-skinned, the mosque-born, the ones with crescent moons in names, whose mothers prayed in tongues too foreign for prime-time comfort. Suddenly, we are all summoned. Summoned to the dock of national conscience to account for sins we neither conjured nor condoned."

Brilliant, as always, Andy. Thank you. The end result of these misplaced choices is that transport cost is 17.3% of personal consumption exp (FY 23), second highest after food @ 29% in India. It was 9.6% in the US in CY 23. I do hope that our political masters and the civil

"More than excess liquidity, it’s the stories that are driving India’s lofty valuations." Andy, I am reminded of stories that were told about the cement industry during Harshad Mehta time.

Anil K Sood In a milieu where erstwhile head honchos of SEBI, NSE and the lot get protected on technicalities, the high and mighty would keep roaming scot free "Danke ki chot par," as they say.

Private Credit in India is closing deals and its eyes. An insightful analysis. Thank you, Andy. "Although repayment is due only in three years, the yield on the zero-coupon bond is as high as 19.75%. The collateral is also tricky." One can enter such a deal only with eyes

'If it weren’t for Bihar and Uttar Pradesh': Sanjeev Sanyal flags a China style fertility crisis - BusinessToday businesstoday.in/india/story/if… I thought that only the Indian politicians did not understand India's economic and social problems. I am hoping that some of our

News18 needs a new business editor, I guess! news18.com/business/marke…

A wakeup call and a meaningful solution from Andy Mukherjee. A must read for ReserveBankOfIndia and other regulators. "More worrying than the surge in the amount, however, is the rise in the number of payment scams over the past couple of years. The solution lies in rewarding better

How a sixth-generation sarangi maestro honours his family’s centuries-old legacy. Malini Nair writes about how one artist is fighting to keep a centuries old legacy alive scroll.in/magazine/10834…

First feed the children already born🧐👇😳🤦‍♂️