Urbanomics
Wednesday, September 30, 2026
TOD is critical for the commercial viability of Indian metros
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I have blogged here making the case for doing Transit-Oriented Development (TOD) around mass transit stations in India, here about the c...
Monday, September 28, 2026
Thoughts on private equity in consumer service businesses
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It has always been a matter of debate that there may be a trade-off between building an enduring business and maximising short- to medium...
Saturday, September 26, 2026
Weekend reading links
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1. China's effect on solar power in a graphic. At the turn of the millennium, solar panels cost $5-$6 per watt of generation capacity. ...
Wednesday, September 23, 2026
Public policy for domestic semiconductor design and components in general
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India is spending scarce fiscal resources to support domestic semiconductor chip design startups. These startups and their innovations are m...
Monday, September 21, 2026
Separating infrastructure construction and O&M, and mitigating the risks
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This post revisits a contentious strategy in infrastructure finance: separating the contracting of construction and operation phases (as aga...
Saturday, September 19, 2026
Weekend reading links
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1. A fascinating article by Ed Conway documents how a cod fish caught off the Scottish coast travels 30,000 nautical miles to Rotterdam, Sh...
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