

Steppenwolf
1.1K posts






[@opinion] For most of the past 2 years we’ve had a K-shaped economy with an AI boom largely offsetting cyclical weakness elsewhere in the economy, but a continued AI boom is swamping those cyclical soft spots and increasing overheating risks: bloomberg.com/opinion/articl…










It’s not just China’s sheer size that makes competing against its manufacturers so hard bloomberg.com/news/articles/…



Fast growth, low CAD, low inflation - yet a minor run on INR. India's new challenges are out-of-syllabus, soln need to be out-of-book. Fix rates differentials, ⬆️corp tax rates, ⬇️cap gains taxes, facilitate price transmission between ccy and equity mkts. My piece in @livemint

The most charitable explanation I can come up with is that the Indian side has zero messaging discipline. 🤷🏻♂️

STORY | Ex-army chief Naravane backs RSS leader's remarks on dialogue with Pakistan Former army chief Gen (retd) Manoj Naravane supported RSS leader Dattatreya Hosabale's stand on the desirability of willingness to have a dialogue with Pakistan, stating that friendship between the two peoples can lead to better bilateral relations. READ | ptinews.com/story/national… (File Photo)





TVK is a national security threat.