Long India
Harsh Gupta Madhusudan'Never bet against India'
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 17 | Subscribers | Read | longindia.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why India will likely hit double digit growth for a few quarters at least - Parts 2, 3
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...
Four reasons why India is likely to hit double digit growth in the next five years - Part 1
I will argue four overlapping points in this piece - trend growth, dollar cycle, stable macro, scale snowball:
RBI has done an excellent job but it needs to better leverage Modi-Sitharaman's work
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 Delhi hosts G20, the India aka Bharat story is shaping up to be the world's biggest.
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.
Authors
The writers behind this newsletter.
Investor, Writer. Coauthored 'A New Idea of India' (Westland), Derivatives (Cambridge University Press)
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