Urbanomics
Monday, April 21, 2025
More thoughts on corporate India
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Over the years, I have blogged numerous times, highlighting corporate India’s singular failure to create world-class companies and products....
Friday, April 18, 2025
Weekend reading links
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1. On US Treasuries Basis Trades . The basis trade focuses on the price difference between Treasury bonds and futures contracts tied to thos...
Wednesday, April 16, 2025
Making best use of the smart meter opportunity
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I have blogged here about the installation of smart meters by electricity utilities across India. Now that smart meters are a reality, thi...
Monday, April 14, 2025
Trump tariffs in perspective and some observations
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The commentary in mainstream US media outlets is doing a good job of fuelling the narrative that lays all the blame for the crisis facing th...
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