Long India

RBI has done an excellent job but it needs to better leverage Modi-Sitharaman's work

Fiscal restraint, structural reforms and infrastructure all need to be further leveraged by India's monetary policy.

Jan 31 • 

Harsh Gupta Madhusudan

September 2023

As Delhi hosts G20, the India aka Bharat story is shaping up to be the world's biggest.

The virtuous cycle of scale, innovation and democracy needs to be understood better.

Sep 10, 2023 • 

Harsh Gupta Madhusudan

February 2023

India in 2047: The world's largest economy?

Excerpt from my latest article. In Business Today.

Feb 15, 2023 • 

Harsh Gupta Madhusudan

Where is USD-INR likely to be in 2047?

With the rupee near its all-time lows, how to think of its mid- and long-term trajectory?

Feb 15, 2023 • 

Harsh Gupta Madhusudan

August 2022

What should India's r* be?

Thinking about this phantom, complex yet important economic/financial variable

Aug 3, 2022 • 

Harsh Gupta Madhusudan

July 2022

India at 75 - A quick big economic snapshot

Technological complexity and state capacity are higher than incomes suggest.

Jul 31, 2022 • 

Harsh Gupta Madhusudan

May 2021

December 2020

The Economist is wrong on India yet again

Growth in India 2020s will very likely surprise on the upside.

Dec 4, 2020 • 

Harsh Gupta Madhusudan

September 2020

India needs an open capital account by 2025

GDP and hence absolute debt size matters in markets: quantity has its own quality

Sep 5, 2020 • 

Harsh Gupta Madhusudan

August 2020

Markets’ tryst with destiny in New India

Co-authored with my good friend and colleague, Chirag Jain

Aug 15, 2020 • 

Harsh Gupta Madhusudan

New book: A New Idea of India

It is out for pre-order! Coauthored with my good friend, Rajeev Mantri, another India based investor.

Aug 15, 2020 • 

Harsh Gupta Madhusudan