
'Never bet against India'
| Platform | Pricing | Only free issues | Publishes | Monthly | |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 6 years ago | Last Issue | 8 months ago |
| Active | |||||

In part 1, I wrote about the half-century trend growth in Indian real per capita incomes, how it was accelerating until Covid, and why it is likely to go back to that trend since India’s broader demographic transition still has around two d...
I will argue four overlapping points in this piece - trend growth, dollar cycle, stable macro, scale snowball:
(1) Trend Growth: India’s growth over fifty years has been remarkably smooth in rolling real per capita terms, with the exceptio...
As per the first advance estimates of FY24, India’s nominal GDP growth slowed to 9% from 16% in FY23. But real GDP growth for both years was similar at slightly more than 7%, an impressive number given global circumstances. Yet this shows t...
As Prime Minister Narendra Modi successfully led and concluded the G-20 gathering in New Delhi of world leaders, it is but natural to take stock of the India story.
[Below: Indian PM and world leaders paying their regards to Mahatma Gandhi...
“Uttar Pradesh and Bihar—one of the most fertile regions in the world—together will soon have the population of the US and Canada combined. But the income per person is an astonishing 100 times less for UP/Bihar compared to the US/Canada de...
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The writers behind this newsletter.
Investor, Writer. Coauthored 'A New Idea of India' (Westland), Derivatives (Cambridge University Press)
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