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Of Lata Mangeshkar, Demonetisation and the Modi Govt

Dec 18, 2018

Vivek ruminates on one of his favourite topics, as he discovers an interesting detail about demonetisation, in an answer to a question raised in the Lok Sabha.

10 Economic and Political Lessons from BJP's 5:0 Washout

Dec 12, 2018

The voter has voted. And some sheen is clearly come off brand Modi.

Dr Urjit Patel, Have You Ever Heard of Shakti Kapoor and Dance Dance?

Dec 11, 2018

Patel sacrificed himself for the RBI to tell the world that all is not well when it comes to the institutional independence of India's central bank.

When It Comes to Housing Loans, Banks/HFCs Have a Long Way to Go

Dec 10, 2018

India's home loan to GDP ratio is a very low 10%. Only if home prices were more reasonable, the ratio would have expanded more.

Who's the Average Indian Home Buyer?

Dec 5, 2018

The answer might just surprise you.

Why I don't Write Fiction

Dec 4, 2018

Vivek goes into another of those reminiscing trips.

Private Economy Slowed Down During July to September, But Should Recover Soon

Dec 3, 2018

High oil prices and a weak rupee pulled down economic growth.

Mohammed Munna Aziz and the Summer of 1989

Nov 28, 2018

Vivek reminisces a nearly three decade-old summer, spent listening to a Hindi film song.

Why Economic Growth Cannot Be Created on an Excel Sheet

Nov 27, 2018

Vivek talks about a recent experience of a fund manager repeating an old India growth story, and why it doesn't make sense.

Mediocre Public Sector Enterprises Hurt as Much as Loss-Making Ones

Nov 26, 2018

Vivek looks at all the capital that many public sector enterprises, which barely make any money, are currently locking up.

The Greater Noida of Central Mumbai

Nov 22, 2018

Vivek goes back to his favourite topic of real estate.

Dear Reader, You Have Been Paying Premiums to Keep Bank Fixed Deposits Safe

Nov 21, 2018

Vivek discusses one of the most important lessons in economics, there is no free lunch.

Banks under PCA are Not Yet Ready to Go All Guns Blazing

Nov 20, 2018

The process of recovery of these banks may have just started and we need at least a couple of quarters more to decide whether all is well with them.

Whose Wealth Are Banks Managing Anyway?

Nov 14, 2018

Are the wealth management divisions of banks really interested in managing the wealth of their customers?

What SIPs Tell Us About the Stock Market

Nov 13, 2018

The real test of the SIP investor will come once the stock market falls by 20% or more, or for a period of six months or more, which it hasn't up until now.

All's Not Well On the Oil Front

Nov 12, 2018

Despite Indian imports from Iran continuing, with the Saudi led OPEC deciding to cut production in December, the situation isn't looking too good.

Trick or Treat? Oops, Here's Wishing You a Very Happy Diwali!

Nov 5, 2018

Vivek remunerates on how Diwali has changed over the years.

The Coming Economic Slowdown

Oct 31, 2018

With interest rates in the US going up and the trade war between US and China, going full swing, the world is likely to see another economic slowdown by 2020.

When Whales Fight, Shrimps are Eaten

Oct 30, 2018

The China-United States trade war is threatening to go out of control and hurt the global economy in the process.

Why Arcelor Mittal and not Ruias, Should Be Buying Essar Steel

Oct 29, 2018

Bank loans are not pocket money is something that Indian industrialists need to understand.

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