Active investor with interest in funda. analysis, quant. approaches. Views are strictly personal. Views are not investment recommendations.Joined August 2012
The Indian state of Tamil Nadu is an impressive case study in industrial policy at the subnational level:
- 1/7 manufacturing jobs in India
- Industrial clusters: auto, electronics…
- Its own MITI super agency: DIIPC
Fantastic piece by @mausamiitb & co:
phenomenalworld.org/analysis/coord…
The frequency of government rebuttals to critical reports, set against its narrative of an economic utopia, seems to be increasing. Recently, a PIB communiqué dismissed a Reuters survey-based report that questioned the government's optimistic employment scenario.
The fifth column in my series “ The peninsula” that focuses on political economy issues impacting the South Indian states
newindianexpress.com/opinions/2025/…
In the last few years, MicroStrategy has become a Bitcoin SPAC, with investors attributing savant-like status to Michael Saylor. Its success has led some to push companies to shift their cash into bitcoin. As a general principle, this is a bad idea, but there are four carveouts.…
Fascinating for two reasons - First, the use of AI for a novel application. Second, the possibility that this becomes mainstream and there is a much cheaper way to again make hydrogen from ammonia (rather than from hydrogen to ammonia to hydrogen)
spectrum.ieee.org/green-ammonia-…
Here we go. Results of Citizens Protein Project 2. Please read, share max. We have to bring in change. Thank you for your contributions. Huge thanks to @arifhussaintm who led clinical research division on behalf of Mission for Ethics and Science in Healthcare to do this...1/15
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