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.
WAGES OF FISCAL IMPRUDENCE
Budget targets look set to be undermined by the perceived dither in governance.
QUANTITY, NOT QUALITY, IN OUR GROWTH
Recent scandals expose how immature India's economic development model still is.
WHAT 2011 MIGHT HOLD
2010 flattered to deceive. What the year ahead might hold for politics and the economy.
DECODING THE SAVINGS RATE MIRACLE
A rising savings rate lifted investment and growth. Decoding how that actually happened.
THE 8% COMPLACENCY TRAP
Consistent 8% growth has bred complacency, even triumphalism, among policymakers and media.
OPEN THE DOORS TO ORGANISED RETAIL
Corner stores hold 94% of Indian retail. It is time to open the doors to organised players.
ITS ADVANTAGE INDIA INC
Governments overstretched saving too-big-to-fail banks. The advantage sits with India Inc.
Irrationality of global capital markets
Global capital markets are neither perfect nor rational, as fifteen years of evidence shows.
PROMOTING FAMILY BUSINESSES
Promoter families own and run much of corporate India. That system deserves a closer look.
