Monday, November 28, 2022

A proposal for unlocking bank finance in infrastructure projects

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Opinion makers and experts on urban finance in India focus disproportionately on municipal bond issuance and Public Private Partnerships (PP...
Saturday, November 26, 2022

Weekend reading links

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1. The universe of Mukesh Ambani's companies, or Ambaniverse . 2. In the backdrop of Elon Musk's devastation of Twitter, Simon Kuper...
Wednesday, November 23, 2022

Thoughts on the emerging trends on the quality of India's economic growth

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This is the second part of posts on my evolving thoughts on the Indian economic prospects. In the first part early this week on India's...
Monday, November 21, 2022

Indian economy - thoughts on the growth trajectory

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This is the latest post on my evolving thoughts on the Indian economy. I'll have two posts on this. The first will focus on the expectat...
Thursday, November 17, 2022

The challenge of sustaining DB pension funds

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The shock in the UK market for liability driven instruments (LDI) has drawn attention to the issue of hedging for gaps in the existing def...
Monday, November 7, 2022

PE asset stripping - Albertsons and Kroger edition

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The announcement that grocery chain Kroger would be buying Albertsons for $24 bn has raised a controversy. For one, the combined entity woul...
Sunday, November 6, 2022

Weekend reading links

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1. Tamal Bandopadhyay draws attention to the workforce decline in the banking industry, In 2005, clerks and subordinates combined had at le...