 "Ajay Shah")
Ajay Shah
Ajay Shah
Page 5 - Ajay Shah
Safety in the storm
As the requirement for capital import into India at present is low, the global tornado has modest implications for us
 "Safety in the storm")
The roots of global success
Ajay Banga leading the World Bank makes us think once again about what is making Indians popular in decision-making positions
 "The roots of global success")
CO2 arbitrage will make heroes
To avoid capital destruction, simulate a business model under a correct shadow price of carbon
 "CO2 arbitrage will make heroes")
Certainly, uncertainty has declined
Over the past year, global macroeconomic stability has improved, which sets the stage for good growth from 2024
 "Certainly, uncertainty has declined")
State actors and information warfare
We should recognise that many can play the game of manipulation targeting the Indian information space
 "State actors and information warfare")
How countries treat their ultra-rich
This is an important factor reshaping globalisation
 "How countries treat their ultra-rich")
Foundations for an Indian JETP
The second pillar of climate financing, JETP is oriented towards investability in the electricity sector
 "Foundations for an Indian JETP")
Five questions for 2023
These questions will shape the world economy in the new year, and matter to India
 "Five questions for 2023")
What ails the investors & firms?
Handing over the keys to CEOs does not do justice to the possibilities of each firm
 "What ails the investors & firms?")
Parsing recent asset price volatility
The US midterm elections give hope on a more normal international environment
 "Parsing recent asset price volatility")
Many roads lead to GST
The solution to many difficulties that we see today lies in a sound indirect tax system
 "Many roads lead to GST")
A dawn of third globalisation?
This could be an era where geo-political issues are a precondition for cross-border integration
 "A dawn of third globalisation?")
A new dawn for nuclear energy?
Small modular reactors can have enormous implications for energy transition in India
 "A new dawn for nuclear energy?")
Rethinking the start-up economy
This is a good time to give another thought to the place of start-ups in the world of finance and business
 "Rethinking the start-up economy")
Downstream from the war in Ukraine
It implies that India needs to enhance military spending
 "Downstream from the war in Ukraine")
Internationalisation is the priority
Indian firms need to engage with global peers in their production reconfiguration
 "Internationalisation is the priority")
Links between infra & growth
It's hard to argue that infrastructure is now the binding constraint
 "Links between infra & growth")
Taming inflation
The US Fed might be able to get the job done at a lower cost than is widely feared
 "Taming inflation")
Global macro in 2022/2023
We are in new terrain, with four problems coming together
 "Global macro in 2022/2023")
Big firms versus intra-India variation
Each firm needs to choose how to respond to the enormous variation of locale within India
 "Big firms versus intra-India variation")