Signicant expansion of fiscal deficit combined with capital controls is warranted. But alas that will not happen, hence be prepared for a lengthy period of stagnation
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What is the point of having research analysts and so many business journalists, if they are merely going to regurgitate management commentary to the public.
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The Great Indian Illusion: A Film by Varrun Sukhraj
https://www.youtube.com/watch?v=AKv7Tz3p_Bc
My interview at 45:03 mins
Chair’s Exit from India’s HDFC Linked to Power Struggle with CEO says Insiders
by Chris Kay and Krishn Kaushik, April 9, 2026
Web version published on March 27, 2026
“HDFC, historically, had chairs who have been low key and...
IndusInd Bank’s Board Knew but They Decided to Keep Mum
The confidential dealings in IndusInd Bank’s boardroom, the sanctum sanctorum, are getting increasingly exposed through the publication of board documents and confidential correspondence by...
IndusInd Bank Board Protects Senior Executives Responsible for Fraud
One of the most shocking episodes in the history of Indian banking was revealed by The Wire.in in a recent exclusive: namely, that the...
Tata’s Outside CEO Battles Multiple Crisis After Bad Year
“For the future growth of the Tata group, Chandra has to find new businesses which can replace TCS’s cash generation which at this time...













