Urbanomics

As AI threatens to hollow out commoditised IT jobs that have created a generation of Indian middle class, manufacturing appears even more im...

I have blogged  here  and  here  outlining an industrial policy to promote domestic innovation in electronic products. The policy should ide...

I have written about the problems with private equity (PE) investments in infrastructure. The argument has been that infrastructure is a bor...

1. US equity markets fact of the week. In the year to March 2026, the US received well over $600bn in net equity inflows. Not only was this...

The market reaction to Kevin Warsh’s second FOMC meeting decision to stay the course on interest rates despite rising inflation has triggere...