Page 6 - Ajay Shah

New hope in private investment?

Perhaps we've just experienced a turning point in private investment

Why is the IPO process so baroque?

The listing process in India is unfair to the people who are building new firms

What good are BITs?

Payouts on account of BITs are like insurance payments that undergird foreign investment

Success in exporting goods

Firms in India have much to gain by prioritising the export sector, either directly by exporting or by selling to exporting firms

Did central planning end in July 1991?

Government picking winners is alive and well

Let's step back from the NPA Scare

Regulators and agencies need to instil less fear in lenders, so that they are able to actively restructure debts

How might lab-leak hypothesis matter?

Until the Chinese archives are opened, a decisive answer may not be obtained on whether the hypothesis is true or false

Distant thunder in the world economy

We're in the happy period of global economy coming back to life, but we need to watch carefully the US inflation situation

The way forward for firms

Indian firms need to prepare for export boom by vaccinating employees, their family members; and prioritise export market

Winning the war through vaccines

To restore normalcy, the present vaccination rate of 3 million doses per day needs to go up by 3 to 4 times

Economic outlook for the second wave

There is a case for Indian policy makers to remove trade barriers to fuel India's ability to grow on the back of export demand

Responding to the second wave

Covid-19 has changed course, and so should we

Is global turbulence likely?

The US Fed has learned from the "taper tantrum", and will carefully choreograph words and deeds in the coming years

Budget marks a change of course

There is progress on ideological front, but will this suffice in generating private investment?

The bottleneck of govt contracting

The path to progress lies in first building a mature research process and developing a community of practice

Peering into 2021

Macroeconomics in 2021 will turn on consumer demand and firm resolution

Path to normalcy via herd immunity

The need of the hour is the release of data on seroprevalence, created through scientific surveys in each city, every week

Peering into the recovery: There are reasons to be optimistic

Many indicators are flashing different signals, and we try to peer into the incipient post-pandemic recovery

Solving North India's air quality crisis

The 2009 laws kicked off the air-quality crisis, so the best way forward for policy lies in going to the root cause and repealing these laws

Need restructuring, not bankruptcy

Most stressed lenders should go into restructuring with the IBC being its bedrock