Rajrishi Singhal (Substack.com/@rajrishi)
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vestment60.bsky.social
Rajrishi Singhal (Substack.com/@rajrishi)
@vestment60.bsky.social
24 followers 32 following 33 posts
Journalist | Former Executive Editor @EconomicTimes, @livemint | Gurukul Chevening Fellow | CV Starr Fellow | Retweets ≠ Endorsements https://amzn.eu/d/1m6iPOw
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#plug
Indians are surprised by #DonaldTrump's trade hostility against #India. The sudden, inexplicable reversal invariably breeds speculation. One hypothesisis worth examining, though: his burning desire to cosy up to #China.
#TradeWar #Tariffs #TariffsOnIndia
www.livemint.com/opinion/onli...
www.livemint.com
#plug
#FDI into #India has been rising. But businesses, incl Indian businesses, also cashing out. While gross FDI touched $81bn, net FDI was just $0.35bn. Even more disturbing is India Inc's preference for investing overseas: 75% rise in just one year. #Investment
www.livemint.com/opinion/onli...
www.livemint.com
#FairfieldHotels in #Lucknow has a telephone number on its website, but nobody responds when you call.
I hope the hotel exists… 🙁
@marriottbonvoy.bsky.social
John Matthai was a key member of core policy group that shepherded India's transition from colonial outpost to independent republic. He quit Tata Group to join govt, as rly minister & as fin min, but returned to the Tatas.
My review of the man's biography.
www.livemint.com/mint-lounge/...
www.livemint.com
#Plug
Another monsoon & another urban collapse. You can bet the same story'll be played out next monsoon. And while bureaucrats are busy heralding India's growth impetus, rains provide cruel reminder of divergence b/w what city dwellers need & infra being built.
www.livemint.com/opinion/onli...
www.livemint.com
#plug
The Indian govt's emphasis on infra investment over past few years has failed to crowd in pvt sector investment. Given shrinking role of mfg sector, it might be time to reconsider public sector's role.
#publicsector #privatesector #capex #Bihar #GDP
www.livemint.com/opinion/onli...
www.livemint.com
#plug
Remittances from white-collar professionals seem to be surging past money sent home by blue-collar workers. This is a major structural shift and can be sliced/diced in multiple ways. It also presents planners with many dilemmas.
#India #remittances #whitecollar
www.livemint.com/opinion/onli...
www.livemint.com
#plug
#TrumpTantrum finds many #Indian commentators pushing for change, arguing global policy flux best time to effect tough eco reforms. Such opinions often ignore critical role of political economy; reforms can't be unmoored from political realities.
www.livemint.com/opinion/onli...
www.livemint.com
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#plug
#ReserveBankofIndia's monetary policy emphasis (fostering economic growth) is public airing of concern over slowing growth. This anxiety is reflected in growth forecasts shaved off. Central bank policy pivoted from inflation combat to growth promotion. #RBI
www.moneycontrol.com/news/opinion...
www.moneycontrol.com
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#plug
@RBI guv recently upbraided banks for their tardy response to customer grievances. He may have also inadvertently pointed to a major industry asymmetry: most banks have an org structure completely at odds with their retail business.
#RBI #RetailBanking
www.livemint.com/opinion/onli...
www.livemint.com
Ransinga, traditional trumpet from the Baiga tribe, #MadhyaPradesh. Also used in #HimachalPradesh where it’s called Narsingha.
Five brass tubes fitted together, it was used for martial music. Blowing it needs lung power.
This piece, in Manav Sanghralaya, resembles a serpent.
#bhopal #manavsanghralay
#plug
Brands & geopolitics make for sour bedfellows. Both have affected each other's fortunes, as history and current events demonstrate. But geopolitical activism can turn into a quagmire, unless it aligns with brand's innate values.
#brands #Geopolitics #unilever
www.livemint.com/opinion/onli...
www.livemint.com
#plug
The recent release of #GDP data triggered usual discussions & debates. It's perhaps time to craft an alternative but more comprehensive indicator of economic well-being. This is a golden opportunity for India's statistical establishment.
#beyondgdp #un #oecd
www.livemint.com/opinion/onli...
www.livemint.com
#plug
Geopolitical developments of past 2 weeks threaten to alter the global order. India will have to re-adjust foreign relations & global economic outlook. At stake is a crucial balancing act: how much to cede while holding its own.
#DonaldTrump #NarendraModi
www.livemint.com/opinion/onli...
www.livemint.com
Budget2025’s celebrated tax breaks masks a missed chance to level the field between citizens and large corporations.
How so?
Over past few years, personal taxes (in absolute amts) have been contributing much more to the tax kitty than corporate taxes.
My column in @livemint.bsky.social
#Budget2025