Jun 6, 2021Indian economy: From liberalization of 1991 to Pandemic of 2021In this two part series blog on Indian economy, the first part is devoted to the economic journey from 1991 to 2021. Indian economy has come a long way since the days of liberalization in 1991. India had barely foreign reserves to cover two weeks of imports, Inflation was at…Indian Economy8 min read
Feb 1, 2021India-Herd immunity and the economyThe Government of India allowed two vaccines to be used for the largest vaccination drive in the world. The first from “The Serum Institute of India” which holds the title of the largest manufacturer of vaccines happened to be manufacturing the vaccine developed by Oxford-AstraZeneca. …Herd Immunity4 min read
Nov 26, 2020Is Work from home the future of modern day working?Even prior to the current pandemic there were discussions about the feasibility of Work from home especially in offices located in big cities. During those times the underlying reasons were high cost of commercial real estate, commuting time and pollution. Nowadays because of the pandemic corporations are making it compulsory…Work From Home4 min read
Nov 7, 2020Its not Biden or Trump but Markets that won the U.S 2020 electionIt’s been 4 days since election day Nov 3 and still no winner has been confirmed. The latest data points towards a Joe Biden presidency with a divided Congress. The Democrats would maintain control of the House with a reduced majority and the Republicans would hold on to the Senate…US Elections3 min read
Oct 18, 2020SPACs: Big winners of 2020 IPOsNowadays people interested in Business and Markets hear the word SPAC more often than not. Anyone who is someone in the Business and their first cousins are launching this strange vehicle and raising millions of dollars from the public markets. …IPO7 min read
Oct 10, 2020US elections and its impacts on financial marketsWe are now less than 25 days aways from Nov 3rd the day of US elections. Experts predict the election would be bitterly fought with Joe Biden leading the polls over President Trump. The markets on the other hand are worried more about the decisiveness of the result than the…US Elections4 min read
Sep 20, 2020Is TikTok a pawn in the battle for US Elections?As I write this piece, the TikTok saga seems to have come to a conclusion. Mr. Trump told reporters at the White House yesterday, “I have given the deal my blessing, if they get it done that’s OK too, if they don’t that’s fine too,”. The immediate fallout would be…Tiktok App4 min read
Sep 13, 2020Rethinking Milton Friedman : Doctrine of Social Responsibility of BusinessesExactly 50 years ago in the year 1970, Milton Friedman the celebrity Economist laid out arguably the most pathbreaking economic idea of the later part of the 20th century. The essay published in the New York times convinced a generation of Business leaders that Profits should be the primary goal…Economics7 min read
Published in Muses·Sep 8, 2020Softbank grabbing the headlines again!What happened this time? After getting lot of flak for its lavish investments in startups (WeWork), Softbank is back in the limelight although for a very different reason. SoftBank aggressively bought billions of dollars’ worth of call options on tech stocks, betting that those shares would keep rising. This compelled firms that sold SoftBank…Business2 min read
Sep 6, 2020Indian Economy: Time to unlock the true potentialIndia’s GDP data for the quarter ending June 2020 was released last week and with it the fear of a massive contraction came true. The GDP contracted nearly 24%. The contraction is the country’s biggest in decades and the worst second-quarter decline among the world’s top five economies.India7 min read