Leveraging the interdependence to combat China's industrial policy
There is an interesting asymmetry in the way China is covered by the Western media and commentators.
Urbanomics
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Latest posts
A graphical summary of India's labour market challenge
I have blogged earlier (see here and here), highlighting the importance of broad-based economic growth and the creation of good jobs as essential requirements for India’s sustained high-growth prospects.
A graphical summary of India's manufacturing challenge
As AI threatens to hollow out commoditised IT jobs that have created a generation of Indian middle class, manufacturing appears even more important for good job creation.
A template of a localisation scheme for smart meters
I have blogged here and here outlining an industrial policy to promote domestic innovation in electronic products.
Some thoughts on private equity in infrastructure
I have written about the problems with private equity (PE) investments in infrastructure.
Forward guidance and Kevin Warsh
The market reaction to Kevin Warsh’s second FOMC meeting decision to stay the course on interest rates despite rising inflation has triggered a debate on the Fed’s credibility in fighting inflation.
Some thoughts on metro railway systems in India
This post will analyse metro railway projects in India, highlight their failings and make some suggestions.
The demand side constraint of the Indian economy
I blogged here, arguing that Indian businesses face a structural cost constraint similar to that of developed economies that erode their global competitiveness.
The cost of doing business in India - land prices
I blogged here, highlighting the high cost structure that Indian businesses face.
Lessons from Spain for urban planning
Football is not the only area where we can learn from Spain.