Changing perspectives in the next lustrum
August 5, 2020
Even while being at standstill, the world has leaped ahead in the last 3 months. A mopping robot in a middle-class Indian household felt like at least 10 years away,
Articles
Welcome to my blog! This space is a collection of articles about interesting stuff happening in macroeconomics and financial markets.
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Macro and Markets: The dichotomy is not so discreet
July 3, 2020
As a macro analyst working in capital markets, life is tumultuous. At one end, everyone’s curious to know what is happening in the economy. At the other end, they’re scratching
Extend cash and food transfers in COVID package, say Economists
June 29, 2020
Two key elements of the government’s economic support package — cash transfers and free foodgrain — are set to end in June even as the economy remains weak. While economic
What drives the economy – Money?
May 21, 2020
As I sip my evening coffee and look back at those years spent in university, I remember the indispensable monetary economics equation, MV= PY. For those of you who had
India’s chance to seize opportunity amidst crisis
May 7, 2020
“In a crisis, be aware of the danger–but recognize the opportunity.” – John F. Kennedy 40 days in to the lockdown and it has become pretty evident, that we are
Commodity reflation in the offering
December 17, 2019
That is exactly how our markets are positioned. Nothing lasts here forever and history definitely rhymes, if not repeats. The better player just knows the rhyme is coming before it