All links

 These are the links to all the post on this blog. This is to make it easier for the reader and me to find old articles.

• ▼  2021 (1)
  • ▼  March (1)
    • Head over to RightVIEWS

• ▼  2020 (6)
  • ▼  May (2)
    • Why is there is no lending in crisis?
    • Will US Dollar collapse? What will be an alternate...
  • ▼  March (1)
    • COVID-19 Corona Virus - What we need to know.
  • ▼  February (2)
    • What is the difference between NRC and NRC Assam?
    • CAA Video series
  • ▼  January (1)
    • Citizenship Amendment Act

• ▼  2019 (15)
  • ▼  May (4)
    • India Growth Model 03: Fix-Contest-Leapfrog-Prepar...
    • India Growth Model 02: India needs a new Growth Model
    • India Growth Model 01: Introduction
    • Comments on Ray Dalio's post on Monetary Policy 3 ...
  • ▼  April (3)
    • World War 3 Watch 05: China's navy upgradation
    • People are rethinking cities
    • Socialism or capitalism - Big government is a cons...
  • ▼  March (2)
    • World War 3 Watch 04: Indian Defense Equipment str...
    • Indian Foreign Policy
  • ▼  February (5)
    • Time Travel effect of Debt
    • One problem with Indian capital risk return matrix
    • How Low interest rate can be bad for small busines...
    • About Australian banks and Australian property
    • Questionable Promoters' action
  • ▼  January (1)
    • Urban Development problem in India - the lack of p...

• ▼  2018 (37)
  • ▼  September (2)
    • Oil trade routes and India's geo-political advantage
    • Can only US markets go higher in the face of tarif...
  • ▼  June (2)
    • Interesting Readings 11 June 2018 = Is Debt Jubile...
    • Interesting Readings 01-June-2018
  • ▼  May (2)
    • Interesting Readings May 14 2018 - Development Fin...
    • My two favourite HR people!
  • ▼  April (7)
    • Interesting Readings 20 April 2018
    • Jobs/Employment and Growth
    • Interesting Readings 11-Apr-2018
    • Interesting Readings 09 April 2018
    • Interesting Readings 06-Apr-2018
    • Interesting Readings 05-April-2018
    • Interesting Readings 02-April-2018
  • ▼  March (15)
    • Interesting Readings 26 March 2018
    • Interesting Readings 23 March 2018
    • Interesting Readings 21 March 2019
    • Interesting Readings 20 March 2018
    • Interesting Readings 19 March 2018
    • Interesting Readings 16 March 2018
    • Interesting Readings 15 March 2018
    • Interesting Reading 14 March 2018
    • Interesting Readings 13 March 2018
    • Interesting Readings 12 March 2018
    • Interesting Readings 09 March 2018
    • Interesting readings 08 March 2018
    • Interesting Readings 07 March 2018
    • Interesting Readings 02-March-2018
    • Interesting Readings 01March2018
  • ▼  February (7)
    • Interesting Readings 28 Feb 2018
    • Interesting Readings 27 Feb 2018
    • Interesting Readings 26-Feb-2018
    • Interesting Readings 21 Feb 2018
    • Interesting Readings 20-Feb-2018
    • Revenue Deficit vs Fiscal deficit and Fiscal respo...
    • Taxes and the contract of Government
  • ▼  January (2)
    • 2018: Images from the crystal ball
    • Knowledge improves Risk Mitigation

• ▼  2017 (24)
  • ▼  December (1)
    • Innovations from Big firms vs small firms and crea...
  • ▼  November (2)
    • Law and Order - The missing reform
    • Tax - Analysis of Banking Transaction Tax
  • ▼  June (1)
    • Farmer suicides and loan waivers - can we solve it?
  • ▼  March (3)
    • World War 3 watch 03 - The North Korean challenge
    • Smart Manufacturing 01 - A Policymaker's guide to ...
    • Demonetisation - Why did it NOT affect GDP at all?
  • ▼  February (10)
    • Black Money - Shell Company game
    • RBI minutes of meeting - Was RBI unanimous in its ...
    • Tax as a destabilising force - Border Adjustment Tax
    • Why is the current easy-monetary policy ineffective?
    • Should democracies reclaim power over production o...
    • Unmanufacturing Revolution - Is it the future?
    • Is India still rising?
    • Demonetisation: Penalty of equal amount on cash tr...
    • World War 3 watch 02 - Gorbachev thinks World is h...
    • Journalism 05: The Journalism Process
  • ▼  January (7)
    • Journalism 04 - All journalists need to watch the ...
    • Journalism 03 - Arianna Huffington on the media
    • Future Work 01 - Work not education makes people d...
    • World War 3 watch 01 - Some developments
    • Journalism 02 - Key Events in history of Journalism
    • Journalism 01 - What is journalism?
    • Tax Reform 2 - Designing Tax system

• ▼  2016 (31)
  • ▼  December (8)
    • Tax reform - Introduction to the new series
    • Demonetisation - The leap-frogging mobile banking ...
    • Demonetisation - Rant about media
    • Demonetisation - What was the targeted black money...
    • Demonetisation - Can anaesthesia cure the cancer?
    • Demonetisation - What if deposits in banks are gre...
    • My Response to comments on Idiotic debate on Demon...
    • Idiotic debate on Demonetization
  • ▼  November (1)
    • Black Money & Demonetization
  • ▼  October (7)
    • Steel Industry Historical Geographical Shifts
    • Why does Lloyd Blankfein's interview with Fareed Z...
    • What should Twitter be?
    • Can MTNL and BSNL be salvaged?
    • Geographical Shifts in Ship Building Industry
    • Counter intuitive = Low rates / ZIRP/NIRP policies...
    • Destabilised Eurasia and possibility of War - The ...
  • ▼  September (3)
    • The smart cards in smart cities
    • Why is QE — ZIRP/NIRP not working?
    • Was European Federation possible at the end of 200...
  • ▼  August (10)
    • Why are taxes so complicated?
    • Dollar, the International Currency system and the ...
    • Capitalism V Democracy - Yanis Varoufakis
    • Reorienting Singapore - Ideas for a Future Economy
    • Why is resolving Non-Performing Loans (NPL) is so ...
    • Should banks create money?
    • What should governments spend on when faced with f...
    • Is assessment of risk a function of interest rate?
    • Of Free drinks and negative interest rate policy...
    • Free Trade - or no free Trade - either ways it ain...
  • ▼  July (1)
    • Reforming Indian Agriculture
  • ▼  June (1)
    • Yeah! On Brexit!

• ▼  2015 (7)
  • ▼  August (1)
    • Its not a Chinese sell-off!
  • ▼  July (1)
    • Lesson from Grexit
  • ▼  June (1)
    • Hussman's timing may be wrong again!
  • ▼  May (1)
    • The Boring Banking Industry?
  • ▼  February (2)
    • Austerity V/s Stimulus, Government Spending and Gr...
    • Why deflationary forces are so unrelenting?
  • ▼  January (1)
    • What happens when passion for transformation meets...

• ▼  2014 (11)
  • ▼  December (1)
    • 2015: Images from the Crystal Ball!
  • ▼  November (2)
    • To RBI: A Case against Rate Cut
    • What we need to estimate effects of multi-country QE?
  • ▼  July (3)
    • Employee Costs of firms Firms, Free Agents and Tal...
    • Welfare v/s Austerity - India's issue
    • Reducing Importance of the budget
  • ▼  March (1)
    • Make or break elections in India
  • ▼  January (4)
    • Banking and the Post Office
    • Double whammy of withdrawal of funds from emerging...
    • Money Supply and GDP growth
    • The globalization puzzle

• ▼  2013 (19)
  • ▼  December (4)
    • NIFTY in 2013 chart
    • Irrational Exuberance in Asia - Ghosts of Greenspa...
    • Baltic Dry Index's positive prediction
    • 2014: Images from the Crystal Ball
  • ▼  October (2)
    • Happy Dassera - Why we Indians buy Gold during Das...
    • Money Supply - when and how QE becomes dangerous
  • ▼  June (5)
    • What is worse? Comments on John Mauldin's Economis...
    • Bank Deposits, Savings and function of Money
    • Money Supply Inflation and Economic Growth
    • About Money Supply and Inflation
    • Revisiting my assessment of Financial Crisis
  • ▼  May (2)
    • QE and the priming of the World Economy
    • What is a fair Pay?
  • ▼  April (2)
    • Digitizing Permission marketing
    • The Role of Regulators and Regulation
  • ▼  February (1)
    • Risk Adjusted income and certainty of employment
  • ▼  January (3)
    • NYT Chart GDP, stock markets for key countries 200...
    • How a buy order get processed?
    • Of Pizzas and quantitative easings

• ▼  2012 (57)
  • ▼  December (1)
    • 2013: Images from the crystal ball
  • ▼  November (2)
    • The story behind my book "Understanding Firms"
    • Yen Vs. RMB - China crippling Japanese companies?
  • ▼  October (1)
    • What is speculation?
  • ▼  September (1)
    • World wide factory Activity
  • ▼  August (10)
    • Taxes vs. Penalties
    • The waning of Society
    • Automation and implication for employees
    • Why your firm cannot innovate?
    • Agricultural income vs. Industrial income
    • Some ways promoters withdraw money from their comp...
    • Operational vs Financial leverage
    • Growth creating complexity?
    • How Low interest rate can be bad for small business
    • Rant - Keynes is medicine - not food
  • ▼  July (19)
    • Tear all organization charts?
    • Dow Jones Industrial Average since 1900
    • Understanding Car dealers
    • Non-choice in next US presidential elections
    • Growth is not profitable?
    • Global Public Debt
    • The story behind "Understanding Firms"
    • My second book Free on Kindle - Friday and Saturda...
    • Free on Kindle - Friday and Saturday only
    • Trouble with Mergers
    • Helping Social media and Web consultants price better
    • Free download: Subverting Capitalism and Democracy
    • Problems with boss?
    • Keynes returning?
    • Combining managerial and economic theory of firm
    • Combining Managerial and Economic theory of the Firm
    • Understand Firms - A Manager's Model of the Firm
    • My book: Understanding Firms
    • LIBOR and US Dollar
  • ▼  June (9)
    • DJIA 1920-1940
    • Elinor Ostrom
    • Parallels and differences Germany vs. EU and US vs...
    • George Soros - remarks on the Euro
    • Importance of Emerging markets in portfolio
    • Explaining Indian Policy Paralysis
    • Problem of Indian Economy
    • Austerity isn't a choice!
    • Indian Economy: Difference between 2001 and 2012
  • ▼  May (3)
    • Rant: Read the Annual Reports for God's sake!
    • Investors are at the gates - When will India open ...
    • Follow up to S&P rating negative outlook
  • ▼  April (2)
    • S&P putting India rating outlook to negative - com...
    • Deploying Public Assets (spectrum, coal blocks, etc.)
  • ▼  March (3)
    • Why QE or Asset Purchase is bad idea?
    • Taleb on Antifragility | EconTalk | Library of Eco...
    • Crisis Basics: Solvency Crisis Vs. Liquidity Crisis
  • ▼  February (2)
    • Jeremy Grantham knows we were warned!
    • Commodity valuation
  • ▼  January (4)
    • The Value of Indian Rupee
    • Sticky Wages, Prices and effects of pouring money
    • United States of Europe
    • Types of Investment and India's low-hanging fruit

• ▼  2011 (73)
  • ▼  December (8)
    • 2012: Images from the Crystal ball
    • Comparing Euro with US-China - MMT
    • Uncomplicate the Taxes
    • The Rakoff manifesto
    • Basics: General Investment strategy
    • Fraud and illegality in the Crisis
    • Elite Bonds are equivalent to sub-prime SIVs
    • Walkout - Rethinking Economics
  • ▼  November (9)
    • Solving Euro Crisis
    • Occupy Economics- Alternative to Capitalism
    • Systemic faults in Capitalism & Democracy
    • Pricing EU break up using the Soviet breakup
    • Euro Crisis - A of tragedy of Commons
    • Future of Economics
    • Die Creditor Die!
    • War between Democracy and Capitalism
    • Explaining Currency Valuation
  • ▼  October (2)
    • Can China become a Consumer-economy quickly?
    • Understanding the behaviour of the US Dollar
  • ▼  September (3)
    • A World Central Bank
    • Limits to total capital in the system
    • Importance of Jobs and certainty
  • ▼  August (4)
    • India view: Brace for flood of money
    • Realignment: Ratings and relative risk stack
    • Answers to Barry Ritholtz's 10 questions about S&P...
    • Impact of the US Rating downgrade
  • ▼  July (8)
    • Who is rich?
    • Challenges of Journalism (chapter from my book)
    • Global Realignment of Economic Power
    • Cartoon - Barack Obama secret thoughts
    • Cartoon - PIIGS
    • Efficiency of governance
    • The end of middle income trap
    • Does the US have enough manufacturing?
  • ▼  June (15)
    • My cartoon about Greek situation
    • Curbing the exuberance in oil (& commodity) prices
    • The June uptick in Indian markets
    • Of nations and states - can we impose president's ...
    • What spooked the Indian markets yesterday?
    • Of nations and states - issues of democracy and ec...
    • Is QE-5 a possibility? (huh?)
    • Smphony Orchestras and consumption baskets
    • Real Estate forecast - I told you so edition
    • Investments in India - building long term advantage
    • How Low interest rates create mal-investment?
    • Greece and the labors of Hercules
    • Mechanics of Asset Bubbles
    • Austerity not a medicine for all occasions
    • Geoffrey West on corporation and cities onEdge.org
  • ▼  May (4)
    • Wary of QE2 withdrawal effects!
    • Krugman & Delong and Weak Dollar
    • Commodity markets and synchronized investment
    • Volatility and investments
  • ▼  April (4)
    • Super Boom - 500% increase in stock prices
    • Good debt and bad debt
    • Snippet: What is a risk-free return?
    • Crisis and plight of common man?
  • ▼  March (6)
    • Reallocating labour - A Thought experiment in econ...
    • The question of Cities
    • Wage growth and productivity increases
    • Want me to work with you?
    • Higher oil prices, inflation and what matters
    • Principle Reduction in mortgages
  • ▼  February (4)
    • Financial Crisis and Democracy
    • Retrofitting explanations - Don't listen to Financ...
    • Missing the technical bounce-back on Nifty
    • Defining Real Productivity
  • ▼  January (6)
    • Inflation in terms of income and prices
    • Market Timing Anxiety
    • Why RBI could not raise interest rate more than 25...
    • Why did the US leverage itself so much?
    • Adjusting money supply in aftermath of a crisis
    • 2011 - Images from Crystal ball!

• ▼  2010 (60)
  • ▼  December (8)
    • Commodity Prices and Money
    • Cannot group India with other Emerging market
    • Difference in wealth and money
    • Jobs, Skills and development
    • Identifying Asset bubbles
    • How lower Interest Rate create Malinvestments?
    • When to support Asset Prices and at what level?
    • Income bubble or asset bubble?
  • ▼  November (6)
    • Behaviour of Indian Equity Markets
    • QE2 polarizing Haves and Have-nots
    • Higher Food Prices and Poverty
    • The idea of taxes
    • A logic against QE
    • Why Koreans still work at 75?
  • ▼  October (8)
    • Are Trade and currency openness complementary?
    • Why some imbalances are more important than others?
    • Comeptitive devaluations - Krugman, Sumner and Ygl...
    • Forecasting equity prices in turbulent times
    • The Foreclosure Mess and justice
    • Why foreign funds are preferring EM banks?
    • Fighting the Currency War
    • Tax reforms - Ezra Klein makes a valid suggestion
  • ▼  September (1)
    • Roller coaster - Welcome to the first loop
  • ▼  August (10)
    • Trade Wars & Currencies
    • Pseudo Keynesianism
    • The truth behind Encouraging home ownership
    • Comments on Microsoft
    • Pensions are complicated
    • Who is Rich?
    • QE-2?
    • Will Japanese Investment Overseas decline?
    • Elizabeth Warren - Election vs. Selection
    • The crisis of middle-class America
  • ▼  July (11)
    • Small and ineffective stimulus in 2007-2009
    • Comment on Sumner's article on Reallocation to hou...
    • The Problem of Regulation
    • Real Estate Mortgage problem and deflation
    • Healthcare and Pension - Unkept Promises?
    • Measuring real value
    • How much is real estate as a percentage of total a...
    • Retaining US jobs
    • Krugman, Ferguson and/on Zakaria
    • Austerity vs. Stimulus
    • Value of Gold relative to financial assets
  • ▼  June (7)
    • Counterfactual: US government uses bailout funds t...
    • Impairing household balance sheets
    • Two-level currency system
    • Income and intensity of unrest
    • Co-locating Risk and Rewards
    • Emerging Markets are too small!
    • Government and Markets are competing systems
  • ▼  May (2)
    • The Search for Growth
    • West - decline or browning
  • ▼  April (5)
    • Exchange Rate Conundrum
    • The RBI policy
    • My book "Subverting Capitalism & Democracy" Launched!
    • The challenges facing Indian IT
    • Debt Repudiation
  • ▼  January (2)
    • China Bust?
    • Market View and trading strategy from Vitaliy Kats...

• ▼  2009 (60)
  • ▼  December (6)
    • Stimulus - Monetary, Fiscal or both
    • US Dollar views
    • Defining end of recession
    • Dollar will go down - just not yet!
    • Hidden Risk in Indian Tech
    • Interpreting Equity Valuation and simple strategy
  • ▼  November (3)
    • Tele-density and MOU - changing Paradigms
    • The impending Crash...
    • Gold backed currency is not viable
  • ▼  October (2)
    • Telecom Companies growth models
    • How Cities Develop?
  • ▼  September (3)
    • Media Pricing and Anti-Piracy
    • A question on Currency Crisis
    • Some ideas on analysing Real Estate Developers
  • ▼  August (7)
    • Hotels: Part of Asset builder boom
    • Decline of Alpha
    • Art of Startup: Lynn Terry on Pursuing Passion or ...
    • Documenting processes at offices
    • Future of Hedge Funds
    • Market Outlook
    • Future Without Poverty
  • ▼  July (8)
    • A Clear Policy on future bailouts
    • Exchange Rate appreciation
    • Why no one saw the crisis coming?- An explaination...
    • Future of Financial innovation
    • Chris Anderson explains Free / Freenium
    • A re-polarization in Risk Structure of Investors
    • China led recovery?
    • Where is the Greenspan Model?
  • ▼  June (4)
    • Fail safe regulation!
    • Market turmoil and picking Survivors
    • Stockpiling Commodities - What is China doing?
    • China's domestic demand and other notes
  • ▼  May (2)
    • A New Banking System
    • An increased (though very small) probability for War
  • ▼  April (6)
    • Global Slowdown Solution VI: Going Green and Blue!
    • Elizabeth Warren on John Stewart show
    • Is Recovery Just Around the Corner? | The Big Picture
    • Newer Orgnisation Structures
    • Richard Koo on Balance Sheet Recessions
    • Auto Bankruptcy will worsen the slowdown
  • ▼  March (11)
    • Global Slowdown Solutions V: Global Crisis - first...
    • Selling Tata Nano to US
    • Global Slowdown Solutions IV: Create earnings cred...
    • Global Meltdown Solution Part III: Alternate credi...
    • Global Meltdown solutions Part II: Dispersion of p...
    • Global Meltdown solution Part I: Consumption centers
    • Global Meltdown solution - Introduction
    • Defer the US debt!
    • Which country comes out of slowdown earlier?
    • Worst Recession ever!
    • Personal and Government indebtedness
  • ▼  February (2)
    • Surviving the current crisis
    • Henry Ford v/s Greg Mankiw and real arguments for ...
  • ▼  January (6)
    • Inflation v/s Deflation
    • Capitalism Fundamentalist
    • Monetary policy of China - is it a fault line?
    • Is Bernanke-Paulson outsmarting all of us by front...
    • Satyam and types of scams
    • Bullshit Promises

• ▼  2008 (55)
  • ▼  December (7)
    • 2009: Images from the crystal ball!
    • Would asset price fixing have solved the problem?
    • Bailouts and Money flows
    • Slowdown and credit flow within the manufacturing ...
    • I am re-linking to yesterday's Yves Smith post on ...
    • Global Rebalancing-wont exchange rate achieve it?
    • What a week! *sigh*
  • ▼  November (9)
    • Great Depression, China, US, War, defaults and oth...
    • Soverign Wealth accumulation and wealth dispersion...
    • Financial Crisis - Moving Towards a solution
    • The Core of the organisation - the Honda story
    • Are the store-shelves empty?
    • The Chinese Dilemma!
    • We were warned!!
    • Interesting reading about China
    • "Commodities as Anti-Dollar"?
  • ▼  October (12)
    • The economics of labour market intermediation | vo...
    • Banks need to stop hoarding money - or should they?
    • Development 2.0 is gathering steam
    • USD strength is an opportunity!
    • Short Selling
    • Country defaults lighting the Forex fuse?
    • Financial Crisis - Goes regional, triggers a real ...
    • Depression 2.0 dilemma - Inflation, deflation, cap...
    • LEssons for Poverty alleviation - The economics of...
    • Getting over Lehman
    • Solving the Poverty problem
    • Yves and Megan - A class act!
  • ▼  September (5)
    • Another Bailout is needed!
    • US Taxpayer generously bails out the world(?)
    • Lehman, AIG and missing solution to global crisis
    • Tim Duy explains current situation
    • Cyclicality of global slowdown projection
  • ▼  August (5)
    • Central Bank problems - US investments, growth v/...
    • China, US Dollar and making money in this situation!
    • A battle of minds for America's creditors
    • Chinese Currency problem!
    • The American Scholar - The Disadvantages of an Eli...
  • ▼  July (4)
    • Bailout, and government response - other view
    • Dollar and Yuan
    • How did Germany avoid great inflation in 1979? � M...
    • Rising commodity prices, excess money and bailouts
  • ▼  June (5)
    • Questions from Barry Ritholtz
    • A Threat to Globalisation
    • Jeffrey Lacker on - The Fed Risks Moral Hazard
    • World without Oil.org
    • Excess Money and its flow pattern
  • ▼  May (1)
    • Negative equity on cars - is it damaging?
  • ▼  April (2)
    • Financial crises and Recession risks
    • Dollar headed for a decline?
  • ▼  February (2)
    • Asset prices rising - Is trouble brewing?
    • US indebtedness - The scope of the debt trap
  • ▼  January (3)
    • International Finance - A systemic weakness?
    • Market behaviour - Is Wealth Concentration a risk?
    • The layout of poverty

• ▼  2007 (17)
  • ▼  December (3)
    • 2008: Images from the Crystal ball!
    • Why certain people stay poor?
    • Use value Vs sale value and Innovation
  • ▼  November (4)
    • Newspaper or Waste Paper
    • "In-tell"ing the "idiot box!
    • Real Estate: Where are we "real"ly?
    • Selling costly products to the bottom of the pyramid!
  • ▼  October (1)
    • Strategy for Corporates’ under media scanner
  • ▼  May (2)
    • Promoting Restaurants
    • Killer App definitely from Microsoft!!
  • ▼  April (1)
    • Blue Print for next Gen Political Party
  • ▼  March (2)
    • The new "Car"ma
    • "Basics" In stints
  • ▼  February (2)
    • A Dog named Moti!
    • Individualism and Innovation
  • ▼  January (2)
    • The New iPhone
    • Innovation inspired Services

• ▼  2006 (17)
  • ▼  November (2)
    • A Device for revolution
    • The next Killer App from Microsoft!
  • ▼  October (2)
    • Social Structure
    • A new Responsibility!
  • ▼  July (1)
    • A new ID
  • ▼  June (1)
    • An Organisation Structure for a new-age Political ...
  • ▼  May (2)
    • Looking for Performance?
    • Web 2.0 and New Yahoo!
  • ▼  April (4)
    • Between Dam and Development
    • Dis-incentivising Prostitution
    • Inorganic Growth and Organisations' Risk taking ab...
    • My new Samsung D600!
  • ▼  March (3)
    • Mobile Devices - The New Business Model
    • Engineering Diamonds
    • Engineering Jewellery
  • ▼  February (1)
    • A new way to advertise online!
  • ▼  January (1)
    • Happy New Year!!!

• ▼  2005 (12)
  • ▼  December (2)
    • Police Officer at every corner!!
    • Why Bihar should ensure there are no slums in Mumbai?
  • ▼  November (3)
    • Low Cost Airlines
    • Cruising Along
    • Advertising the "New Age"
  • ▼  October (3)
    • Check-Out The "New" Mumbai Airport
    • Music to My Ears
    • A long absence
  • ▼  May (1)
    • ICE: The Telecom / Technology story PART II
  • ▼  April (2)
    • ICE: The Telecom / Technology story!
    • India China Agreements
  • ▼  March (1)
    • Rahul Deodhar 

• ▼  2004 (2)
  • ▼  November (1)
    • Organisational Roles for 21st century Business
  • ▼  October (1)
    • Smart Cards