Growth in India 2020s will very likely surprise on the upside.
If Year 0 GDP was 100, and a pandemic hit economically primarily in Year 1 say, then how should we think of Year 2 estimates?
One silver lining of this massive humanitarian disaster is that there likely won't be a big third wave. But nothing is guaranteed: vaccination remains…
GDP and hence absolute debt size matters in markets: quantity has its own quality
Co-authored with my good friend and colleague, Chirag Jain
It is out for pre-order! Coauthored with my good friend, Rajeev Mantri, another India based investor.
India and China both had their working age fraction bottom out at the same level in the 1970s, but China's has already peaked in 2015 and India gets 30…
A simple seven factor framework
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Long India