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Updates

Ajay Shah

Writings by Ajay Shah and others

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Substack
PricingOnly free issuesPublishesWeekly
Issues180Founded6 years agoLast Issue6 days ago
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Latest Issues

Prioritise Japan; An easier oil shock; SEBI insider trading orders; Regulation conference

Prioritise Japan more

The Indian business elite has traditionally prioritised engagement with the United States. The world has changed, and there needs to be a much greater prioritisation for other OECD countries. My column in the Busi...

6 days ago
14

Political parties and the angst about GST; Call for papers; episodes

Political parties and the angst about GST

A long-standing missing link in Indian economic policy has been the problem of a correct configuration of indirect taxation. A column in the Business Standard, Everyone loves a good GST, by Arb...

a month ago
12

Securities Market Code Bill, 2025; India’s energy ambitions; Arbitration deadlines; Natasha Aggarwal

Comments on the Securities Market Code Bill, 2025

Finance is the brain of the economy. The Securities Market Code Bill is a step forward. It strengthens governance and formalises regulation-making. There is too much power concentrated...

a month ago
8

Reducing energy vulnerability; Messy regulatory footprints; episodes

Reducing energy vulnerability

From the early 1970s onwards, global oil shocks have roiled the Indian economy. At present, 24.3 per cent of total energy supply comes from imported crude oil and gas.

This macroeconomic vulnerability and...

2 months ago
13

Automatic stabilisation

A big oil shock is underway, that will pummel the Indian economy. In my Business Standard column of 16 March, Automatic stabilisation of the economy, I think about how exchange rate depreciation is the critical lever through which the econo...

2 months ago
30
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