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.
SCARCE LIQUIDITY MEANS RISK-AVERSE FIIS
Tighter liquidity and surprise US inflation numbers are making foreign investors risk-averse.
SUPER CYCLE OR SUPER CORRECTION?
Commodity prices have run further than anyone anticipated. Super cycle, or super correction?
DEMOGRAPHICS WILL POWER OUR GROWTH
Torn between optimism about India's demographics and despair at our inability to act together.
A DELIBERATELY NON-DRAMATIC BUDGET
Great things were expected of the dream team. The Budget was deliberately undramatic.
FOCUS ON GROWTH AND SECTORAL REFORMS
Beyond the annual Budget hype, what matters is growth and reform in individual sectors.
ENCOURAGE INDIANS TO SAVE MORE
Overseas investors are queuing up for India. Indians themselves need to save more.
WE MUST REACT TO GLOBALISATION
A quiet fortnight, and still one unavoidable theme: India must react to globalisation.
CAPITAL IDEAS ON FINANCING GROWTH
Working back from 8% growth, India's financing needs look interesting and disconcerting.
LOOKING BACK AT THE YEAR THAT WAS
A modest review of the defining economic themes of the year just passed.
