Urbanomics
Thursday, May 21, 2026
Some thoughts on sustaining high growth rates in India
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The flight of foreign portfolio investors since October 2024, coupled with the declining net FDI, has sparked a debate on what should be don...
Tuesday, May 19, 2026
Update on the AI spending boom
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I blogged here on the emerging AI economy. This is an update on the trends in AI spending. As the hyperscalers - Alphabet, Amazon, Meta, a...
Monday, May 18, 2026
The limits to reform as an accounting of activities
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This post will urge a note of caution on the trend of treating reform as a purely transactional accounting exercise instead of one which ...
Saturday, May 16, 2026
Weekend reading links
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1. German bread facts of the week . Germany has what may be the most diverse bread culture in the world. The official bread registry oversee...
Thursday, May 14, 2026
The myth of ring-fenced "private" markets
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One of the biggest enduring myths in the financial markets is the distinction between public and private markets, and the article of faith t...
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