sharmilakantha

practical economist. business history author. international research. communications.

[Reuters Asia @ReutersAsia]

India allows four Chinese-linked power equipment firms to bid for government projects https://t.co/U8sfe6KjFj

[sharmilakantha @IndiaEconomists]

So now women can’t even get angry at their husbands for fear of just a minor deterrent to being killed by them

[sharmilakantha @IndiaEconomists]

Has India devised its own awards yet for foreign leaders that come visiting? At some point, there will be return visits and India will have to bestow reciprocal honours on dozens of country heads who have kindly awarded 1.4 billion citizens of India.
#award #nationalaward

[sharmilakantha @IndiaEconomists]

Nice summary of the interesting articles published on the website, including mine on tax incentives to promote R&D by Indian businesses!

[BasisPoint Insight @91basispoints]

Between Certainty and Chaos Lies the Business of Being Human

Central banks are rethinking how they communicate. The RBI is reshaping expectations around rates. The rupee, trade credit, monsoon risks and energy security continue to test India's economic resilience, while corporate India grapples with AI, IPOs and changing business models.

Understanding today's economy requires looking beyond individual headlines and seeing how policy, markets, geopolitics and corporate strategy influence one another.

For deeper analysis and the full coverage of these issues, check out the newsletter on BasisPoint Insight: https://t.co/qgI3Lee8F2

@kaul_vivek, @apirk16, @EconicAnuj, @Nishat_21, @RichardFargose, @akshmita, @MayaramArvind, @Dhananj89102936, @IndiaEconomists, @krishnadevanv

#RBI #Inflation #TradeCredit #AI #TrustEconomy #Institutions #Economics

[sharmilakantha @IndiaEconomists]

An incisive essay and thread from 2 top experts on impact of new Chinese industrial economy. All India has to do is use these insights to draft policies. Instead, we’ve shut our eyes, hoping that if we don’t see the problem, it’ll go away and we’ll be the next industrial power.

[Brad Setser @Brad_Setser]

Excellent essay. No doubt one of the defining features of the China shock has been how it has reallocated the global surplus.

The old exportweltmeister has been dethroned -- and China has world scale in advanced manufacturing, which is new and disruptive

1/

[sharmilakantha @IndiaEconomists]

@anujg @PramitWorld @DalrympleWill Vizhinjam

[sharmilakantha @IndiaEconomists]

Yet another example of urban mismanagement.
Now they’ll announce relief payment, first close all tanks, then set up a committee for safety. Nobody will make institutional arrangements to avoid such tragedies.
Viva #VBat2047

[sharmilakantha @IndiaEconomists]

The political agenda of census, SIR, seat increase, and long term strategy with its attendant imperatives (society, academia, institutions, media) becomes more urgent than the economic agenda

[Richard Rossow @RichardRossow]

The Modi government has crossed the 2nd year of its 3rd term.

Per our India Reforms Scorecard, the government has completed 2 of the 30 reforms we track; below the pace of its first 2 terms.

https://t.co/72UoUIqezZ

[sharmilakantha @IndiaEconomists]

I don’t know… I’ve been seeing this underpass flooding each year for the last 50 years! Every year ahead of the monsoon they identify the problem and declare special measures. Every year the bridge floods. A couple of vehicles go under. Traffic gets clogged. No change…

[sharmilakantha @IndiaEconomists]

@smita1900 My article in BasisPoint Insight

https://t.co/t4DeBOBlNU

[sharmilakantha @IndiaEconomists]

@smita1900 This is the research being done.

[IIT Roorkee @iitroorkee]

IIT Roorkee researchers have identified key bioactive compounds in Ayurvedic Cow Urine Distillate (Gau Mutra Ark), demonstrating significant antiviral activity against the Chikungunya virus.

Led by Prof. Shailly Tomar and her team from the Department of Biosciences and Bioengineering, the study reports over 90% reduction in viral load using Cow Urine Distillate and up to 99.85% reduction through an optimized natural compound-based formulation under laboratory conditions.

Published in ACS Agricultural Science & Technology, the research advances scientific understanding of Ayurveda-inspired antiviral therapeutics and highlights the potential of integrating traditional knowledge with modern biotechnology.

#IITRoorkee #ResearchAtIITRoorkee #Chikungunya #Virology #Biotechnology #Ayurveda #HealthcareInnovation #AntiviralResearch #ScientificResearch #PublicHealth #TranslationalResearch #ProfShaillyTomar #ProfKKPant

[BasisPoint Insight @91basispoints]

Why Markets, Policymakers And Businesses Need Humility

A common thread runs through many of the major stories today: the willingness to rethink old assumptions.

The RBI is placing greater emphasis on growth, the debate on rupee internationalisation is gathering momentum, banks are adjusting to new funding realities, and India's AI and startup ecosystems are entering a phase where sustainability matters as much as scale.

At the same time, policymakers are rethinking industrial incentives, economists are pushing for more granular GDP data, and the Fed is challenging long-held conventions around monetary communication.

For more insights on the week gone by, check out the newsletter: https://t.co/N2DGUBg6Yw

@apirk16, @jrvarma, @SVenkat_Delhi, @gaurasengupta, @kaul_vivek, @AbheekBarua, @csoyantar, @rakeshkhar, @IndiaEconomists, @aabgsh, @rajeshramand

#IndianEconomy #Markets #RBI #Banking #AI #Policy #Investing #Geopolitics

[sharmilakantha @IndiaEconomists]

My take on boosting India’s business expenditure on R&D

[BasisPoint Insight @91basispoints]

India's R&D ambitions are growing.
Its private-sector R&D intensity is not.

As major economies increasingly use tax incentives to encourage business innovation, India has moved in the opposite direction, relying more heavily on direct funding mechanisms.

The result raises an important policy question.

If innovation ultimately depends on businesses taking risks and investing in research, what is the most effective way to encourage them to do so?

Read the full analysis by Sharmila Kantha: India Needs a Tax-Led Push to Revive Private Sector R&D
https://t.co/p090j856s4

@IndiaEconomists

#RandD #Innovation #TaxIncentives #IndiaGrowth

[sharmilakantha @IndiaEconomists]

If it’s so easy to repair potholes, why is this not a continuous task, especially when people are dying due to potholed roads 😳

[sharmilakantha @IndiaEconomists]

I’m going to rest X for the next few days. Too many yoga posts from Indian missions across the world

[sharmilakantha @IndiaEconomists]

Youth power and government support to hire youth… oh, the irony!

[sharmilakantha @IndiaEconomists]

Comprehensive and clear

[Foreign Affairs @ForeignAffairs]

Read @ianbremmer and @FirasMaksad on the potential long-term consequences of the war in Iran:
https://t.co/pc3jB3OWic

[sharmilakantha @IndiaEconomists]

@vishalgondal @SagarAwatade Amazed that Supreme Court is to decide on import codes and nomenclatures!

[sharmilakantha @IndiaEconomists]

Further evidence of India slipping in the ranks of US foreign policy ranks and rising ranks of China and Pakistan? Or is this US model multi-alignment?

[Derek J. Grossman @DerekJGrossman]

PACOM is back, and yes it’s silly that Trump 1.0 changed it to INDOPACOM and then Trump 2.0 reversed his own decision, but I think there’s more happening here: Trump 2.0 is actively rethinking “Indo-Pacific” as a geostrategic frame. Indeed, it has already used “Asia-Pacific” several times in official readouts. This strongly suggests a less hawky approach toward China in favor of greater engagement.

[sharmilakantha @IndiaEconomists]

All boxes ticked!

My Substack ‘About foreign visits: a template for how to organise a prime ministerial visit overseas’ of 23 May

https://t.co/ym4vstjiZk