An Asset Class Called Governance : The Case For Selling Gold Against Something
For almost a decade, Gold has been the ‘trade of the decade’. Buy the dull metal against almost anything: stocks, currencies, debt, anything but ‘precious
Macroeconomics
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The Many Shades of Inflation
Indian inflation may lead to a redistribution of pricing power to those sectors that need an additional dose of profitability, indirectly driving investment into those
Uncommon Health From Commonwealth : The Economics of Corruption
I was barely ten, but the memory is very clear. There was this news headline about how a huge mansion had come up in the
The Bharatiya Bharti : India’s Atlas in the Making
I am not prone to making stock calls very often. The last time I did so, was when Tata Steel fell 14% the day they
A Mess Called Europe : Lots of Lehman-esque Lemons
Lebensraum: Germany has finally found it, although not quite the way they imagined it. Today, Europe is at its feet, except that maybe, Germany has
The Return of Malthus : Why We Need To Be Very Very Scared
For those of you who are hearing of this gentleman for the first time, he was the medieval economist who postulated (the Malthusian Theory) that
Organisms, Organisations & Survival : The Role of Mutation In Growth
The recent swine flu has triggered off a thought process. A tiny flu virus, whose sole distinguishing factor is its ability to take on new
After The Deluge : A Prescription For Bad Times
The topic for this month’s column would have to be obvious, given the recent collapse of the markets. I am now faced with 2 choices
IT ISN’T OIL OVER : Till the Sugar Lady has Sung
According to the World Bank, the United States is (predictably) the world’s biggest energy consumer. The country consumes 22.4% of the world’s energy. The next
Don’t Sweat. Not Yet At Least: Currency View
Has the run-up in the stock markets exhausted itself? The pundits seem to think so. Mostly, the arguments in favor of bearishness come from the
