#346 Rebuilding
Cockroach Problems, India's Chip Future, and a New Tool for Policy Reasoning
EconomicsCulture
Anticipating the Unintended.
Public policy frameworks, geopolitics, and governance from an Indian perspective.
Recent essays
30 of 31#345 Anecdata*
Observations from Silicon Valley and Sri Lanka
#344 Juggernauts
Juggernauts: the political one and the geopolitical one.
#343 Overhang
India's Economic Resilience and One Year of Operation Sindoor
#342 Quick-fire
Decoding Hungarian Election Results, India's Dog in the US-China Fight on AI chips, and Five Crucial Developments in Tech Geopolitics
#341 Misaligned Expectations
What to Expect from the Islamabad Talks, Pakistan's Role in the Talks, and Geography Comes Back to Bite
#340 Deterrents; Real and Mythical
Chokepoint - The Word of the Year, The Flavours of Nationalism, and A Housing PolicyWTF
#339 Divergence and Assimilation
D.R. Nagaraj's Views on the Ambedkar-Gandhi Debate, India's Response to China's Supply Chain Warfare, and a Call for Negative Results of Supply Chain Weaponisation
#338 Matsyanyaaya
West Asia War Take #3, Virtue Signalling in International Relations, and new Data Confirms Slow Progress of Semiconductor Projects
#337 Ramps, Tipping Points, and U-turns
The West Asia War, a welcome TACO on chip controls, India's Energy Insecurity, and the Press Note 3 Amendment
#336 Of Wars and Races
Another War in West Asia, and the Social Foundations of AI Diffusion
#335 Rope Tricks
A Tariff and Technology Geopolitics Round-up
#334 Wins, Big and Small
The AI Impact Summit, Tariff Rollback, and Robin Hood Tax Goes to America
#333 The AI Debate
Two perspectives on AI and India, and Policy Reasons for the Anaemic Box Office in India
#332 The Budget Edition
Trade Deal, the Rupee Defence, Market Signals, Semiconductors, and Defence
#331 Fast Brain, Slow Brain
Decoding the Rupee Depreciation, Geopolitics of AI Chips, and What Kind of a Great Power Would India Be?
#330 Mixed Bags and Mixed-up Goals
Retrospective Taxation, A Review of 'The Caste Con Census', and Policy Impediments to Rare Earth Mining in India
#329 Look Ahead
Ten Predictions for 2026, A Claim on China's Geopolitical Leverage Due to Rare Earths, and an Anticipated Pax Silica Plus India
#328 There are no Dull Weeks Anymore
Evaluating our predictions for 2025, 250 Years of the Wealth of Nations, The Churn over Chinese Investments, and Empathy vs Compassion - the Gig Work Version
#327 Signal vs Noise
Gauging the 'India Story' Sentiment, US-China Chip Non-war, and India's Absence from Pax Silica
#326 The Missing Trick
IndiGo Turbulence, Urban Mining in India, and Countering China's Overcapacity
#325 Self-goals
The Tyranny of Quality Control Orders, Sacrificing Learning Outcomes at the Altar of Accountability, and Barriers that Prevent Listing of Deep Tech Firms
#324 Bottlenecks
Restarting Reforms, The Long Delays from an Act to Rules, and Framing the Taiwan Contingency Problem
#323 Emotional Integration
A Commentary on the Emotional Integration Committee Report, China's Weaponisation of Antitrust, An Analysis of Public Sector Bank Consolidation, and Rare Earth Firms Picking up Pace in the US
#322 Between Winning and Losing
AI Adoption, A Long-awaited Reform, and the Economics of Tech Substitutions
#321 Betraying Trust
Festive Season Consumption Patterns, Trump-Xi Meeting Dynamics, and Agriculture vs Industry in India
#320 Pulling a Fast One
Deaths Due to Adulterated Cough Syrup, China's Revamped Export Controls, and Pakistan's Critical Mineral Promises
#319 Eternal Performance
Parsing through Economic Trends, Indigenous Innovation with Chinese Characteristics, and Geopolitics of a Metro Train
#318 Reversals
IT Services and AI, Schmittian politics in the US, Subsidies and Freebies ahead of Bihar elections, and Pakistan's Rentier State Moves
#317 A New Target
Trump vs. India, The India-EU Open Tech Maitri, and Operationalising Purva Paksha