PSUs and theory of Trust
A nation which doesn’t trust its people, will have its own enterprise while a nation which believes in its people will invest in them. That is the fundamental difference between India vs US or China. Indian Govt created PSUs, funded them and crowded out private capital and innovation while US dept of defence helped launched […]
India, The land of experts and committees
Capital & Labour
There is capital and there is labor. Both fight for primacy of each other And where Capital is expensive, labor becomes cheap, and where capital is cheap, labor besoms expensive and gain dignity Incidentally nations leaning on Socialism, keep capital expensive and labor cheap And hard core capitalistic societies keep capital cheap and see labor […]
War & Peace and personal positions in the time of Social Media
You are either a Warmongers or Peaceniks – unfortunately both positions are wrong India is run by an experienced professional setup so leave their job on them and focus on yours. Support nation and keep opinions low Still if you have strong views, do something which costs Ideologies always cost, and if your opinions don’t […]
Tale of Interest rate, debt and Equity : Three Countries
1. The country used high-interest rates to lure international capital (debt). High capital created growth which created high inflation. High inflation devalued currency thus making debt expensive. This led to a balance of payment crisis which in turn killed the economy. Turkey 2. Country capitalized public sector banks. Banks gave huge loans to private enterprises. […]
Being Counter Intuitive & Running Democratic Govts!
Majority of decisions in life and business which leads to survival / 10x growth are counter-intuitive. However Democratic Govt by nature of it, follow popular advice which is intuitive/common sense. So are democratic Govt designed to fail?
Dawn of digtial: The end of Nation State, advent of Corporate State Part I – Mind
One fine morning In India, millions of Android phone users (Google Mobile operating system), discovered a strange phone number in their address book which they have never entered. It was the number of UIDAI helpline, and all hell broke loose (UIDAI is managing Aadhar – a Govt run a biometric program to create a unique […]
Of RBI, Real Estate, SME Rate Cuts, and case of Missing economic Recovery
As per the latest report by RBI, housing inflation is moderating, or to speak in normal English, housing prices grew by 5.2% in Jan to March period of 2016 while they grew by 9.8% in October to Dec 2015 quarter. Growth of 5% to 9% in a sector, which is considered to be dead and […]
Rate Cut, Inflation and the Curious Case of CPI Index
Dr Raghuram Rajan finally chose not to renew his term with RBI. The news of his departure has re-ignited the debate on interest rates, inflation and overall growth. Though the regime of Dr Rajan did see a reduction of 1.5% in the interest rates over last three years, but his grim outlook on the overall […]
Intuition vs Counter Intuition
Every disruption is driven not by intuition but counter-intuitive learnings of the founder.
