The numbers all seem to be looking up, the stock markets all seem to be rising once again, cheer is back. There is spring in the air. One wonders what happened to make everything so nice once again?
The single most surprising ministerial appointment is that of the FM. What drove Rahul-Sonia to do this? (more…)
Someone asked me - Has the financial economy become much bigger and influential than the real economy? How does one explain this drastic fall in stock market valuations despite the promise of India growth story? (more…)
This is not deflation, these are not deflationary times, and there will be no deflation in India in the near future. (more…)
What is the India growth story from an employment perspective? (more…)