Urbanomics
My personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 375 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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urbanomics.substack.comLatest Issues
A graphical summary of India's manufacturing challenge
As AI threatens to hollow out commoditised IT jobs that have created a generation of Indian middle class, manufacturing appears even more important for good job creation.
However, manufacturing’s share of GDP has been declining, falling f...
A template of a localisation scheme for smart meters
I have blogged here and here outlining an industrial policy to promote domestic innovation in electronic products. The policy should identify a few (say, 3-5) products and encourage phased localisation over a five-year policy regime using a...
Some thoughts on private equity in infrastructure
I have written about the problems with private equity (PE) investments in infrastructure. The argument has been that infrastructure is a boring asset with low but stable returns, hardly the kind of asset that would excite high-return invest...
Forward guidance and Kevin Warsh
The market reaction to Kevin Warsh’s second FOMC meeting decision to stay the course on interest rates despite rising inflation has triggered a debate on the Fed’s credibility in fighting inflation.
This is how the $31 trillion US Treasur...
Some thoughts on metro railway systems in India
This post will analyse metro railway projects in India, highlight their failings and make some suggestions.
There are three reasons why metro projects globally struggle to be sustainable, even on the Opex. One, the original traffic project...
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This blog discusses public policy, economic growth, infrastructure, finance, politics, development, and social issues
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