Archive

India has built a strong Aadhar based public digital infrastructure in less than a decade, covering banking, healthcare and more

This is a great export opportunity for India, to help other countries leapfrog on state capacity.

My @bopinion article

India's farmer protests aren't just about a piece of worthwhile but badly-handled agricultural legislation.

They're potentially the birth pangs of a more urbanized, prosperous India that will transform the world in the 21st century (thread):

There is no connection between the stock market and reality.

A thread:

1. Airlines spent 96% of free cash flow on stock buybacks for a decade, then cut 90,000 jobs as soon as trouble hits. Then they got a $50 billion bailout

Tesla proved that memes, narratives and online activism are powerful tools long before Gamestop, but as they take hold in the broader market it should be noted: the results are not easy to defend as efficient allocations of capital.

India has vaccinated 3.7 million in 2 weeks (mainly focused on high risk groups). Expecting capacity to vaccinate 10mn per day by July.

But pessimism has been rampant from people who don't get India - its chaotic, but it's selective chaos.

Chinese President Xi Jinping called on officials to step up protection of intellectual property rights from the perspective of “national strategy” via @business 🤣

tbf, america in 19th century ripped-off british works all the time.

Wrote about a growing phenomenon among finance professionals today: Robinhood Envy.

"perception of an Asian advantage in this pandemic often falls prey to essentialist thinking...somehow the East is doing things the West could never do...largely down to profound differences in values, politics and culture..."

Spoiler: that's not true.

What a proud moment. Also, the recent news of Sudan considering establishing ties with Israel was no coincidence.

• Sudan Ends 30 Years of Islamic Law by Separating Religion, State

A sobering read on food insecurity in the richest most powerful nation in the world. Upto 50 million are projected to fall into the “food insecure” bracket due to Covid-induced disruptions to the food supply chain.

Bloomberg provides a handy guide to everyone wondering "What if we were just more like Dalton?"

The hurdles people are forced to jump over in order to eat in this country

This old article by @tracyalloway is helpful for those wanting to do a deeper dive

*TREASURY 10-YEAR NOTE YIELD SLIDES BELOW 0.5% FOR FIRST TIME