josh felman @FelmanJosh
Fmr IMF senior official. Fmr IMF Rep in India and Indonesia. Now running JH Consulting, focused on understanding Asian markets. Washington, DC Joined June 2016-
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How well is GST performing? You won’t find the answer by looking at the monthly numbers! Arvind Subramanian and I explain in today’s Business Standard. business-standard.com/amp/opinion/co…
On Saturday, all the world's most powerful leaders will meet in Delhi for the G20 summit. Well, all except one. Which raises a question: is there any reason why India should remain in the China-centric BRICs? project-syndicate.org/commentary/ind…
It's decision day today, and the Fed is between a rock and a hard place. Raise rates, cause more mark-to-market losses, and intensify the banking problems. Halt the rate increases and lose the fight against inflation. What should it do? marginaleconomist.com/2023/03/22/dej…
Finally, the media is focusing on failures in supervising SVB. Today, the New York Times noted that Fed staff knew about the problems but had doubts whether "they had authority to escalate the issue." marginaleconomist.com/2023/03/19/who…
No doubt: the GOI budget was prudent. But that's not to say that it was boring. In fact, it was striking in three important ways. My take: marginaleconomist.com/india-blog-2/
One of the disappointing parts of India's recent inflation number was the 20 percent increase in (non-PDS) wheat prices. Why so high? Because we are four months away from harvest and stocks are exceptionally low.
India's inflation fell to 5.9 percent in November. Does this mean the tide has finally turned? It's not obvious. The fall was on account of vegetables. Excluding them. this is what inflation looks like. Not so comforting.
Ira Dugal @dugalira
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India's inflation fell to 5.9 percent in November. Does this mean the tide has finally turned? It's not obvious. The fall was on account of vegetables. Excluding them. this is what inflation looks like. Not so comforting.
This morning I sat down for an overdue coffee and breakfast with my mom. Together we brainstormed a list of great questions to ask family during Thanksgiving dinner (that have nothing to do with politics, religion, or crypto). Here are the 9 best questions we came up with:
This is a side of Dr. Warner Von Braun few have ever seen. This film was approved by NASA in 1961. It is his view of how science has changed him and his outlook. I found this film in a library dumpster in Trenton, New Jersey in 1982. It may be the first public view in decades.
US inflation has hit 9 percent, its highest in nearly 41 years. Most say the reason is that Putin’s war aggravated a supply chain crisis. But is this really the reason? We investigate: marginaleconomist.com
Time to introduce the team, headed by our fearless leaders Joe and @AviFelman !
How did you even find this pic tf
What's up Twitter! Very excited to announce that I'll be working with @AviFelman at GoldenTree this summer as an intern specializing in crypto. I'm very grateful to have this opportunity, and I haven't even told you guys the best part - they're paying me entirely in Cardano!
Russia's war will have major economic consequences. Leslie Lipschitz and I explore these effects in our latest article in Barrons (1/3): barrons.com/articles/the-h…
Welcome to the road not taken. Stream the new season of #StarTrekPicard March 3 exclusively on @paramountplus
Top three UpOnly episodes ever: 1. Cobie 2. @AriDavidPaul 3. @AviFelman So one of the hosts of the podcast and two people from the same firm. Shows how even in a space with so much success, talent is still massively concentrated at the top
US inflation is expected to touch 7 percent when the numbers come in tomorrow. And it could easily reach 8 percent by February. How scary is that? My blogpost..marginaleconomist.com/2022/01/10/inf…
Large cap + Slow growth + High Valuations is deadly combo to avoid 1. Hdfc life 2. Hdfc amc Anymore stocks ?
Remember: The upper bound of a dream is much higher than the upper bound of reality
marginaleconomist.com/2021/08/06/the… Great article on the recent gdp report by @FelmanJosh
Sunday's Star: "Another fine mess Stanley!" #BBCPapers #TomorrowsPapersToday
The jali in a Daryaganj school @mini_kapoor @StirredOrShaken
That reminds me - on flying visit to London tomorrow, so time to stock up on paracetamol and ibuprofen at the St Pancras Boots to beat the Belgian pharmacists’ cartel.
As someone who lives abroad, can I say: never take Boots for granted.
This is Murphy’s 14th & last Christmas with me. Tragically, the cancer is now all through his nose and into his throat. There’s nothing else I can do except make him comfortable & happy ☹️ He’s on his last days now... please make him famous, Twitter 🙏🏻 #ForMurphy #MyBestFriend
Chile eyes state-backed lithium push in far-flung salt flats reut.rs/34MRCdl