Opinions and articles
Sumant’s writing explores the forces shaping India’s energy transition from clean energy and climate action to capital, policy, technology and the future of economic growth.
LET PRIVATE ENTERPRISE TAKE THE LEAD
The easy macro reforms are done. The next 8% needs private enterprise in the trenches.
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WHY THE ELEPHANT WILL BE DANCING
A first look at the state of the Indian economy, and why the elephant will be dancing.
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A LONG-TERM VISION DOCUMENT
A fine balancing act, with rural infrastructure and agriculture as the long-term triggers.
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INDIA IS VULNERABLE THIS TIME
Global inflation has turned. This time, India looks vulnerable on rates and the rupee.
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