Ajay Shah writing for the mass media (2023)
- Better numbers in private investment projects, 29 May 2023. kw = private investment projects under implementation, turning point after long decline, growth episodes.
- Information warfare and its limitations, 15 May 2023. kw = information warfare, LLMs, human defences, subscription based media, proximity to power, Sanjay Rai Sherpuria.
- Cross-border activities in India need more freedom, not less by Pratik Datta and Ajay Shah in the BloombergQuint, 8 May 2023. kw = current account convertibility, capital account convertibility, IT revolution, LRS, TDS on LRS.
- Exporting into a world that has carbon taxes by Akshay Jaitly and Ajay Shah, 1 May 2023. kw = EU, CBAM, carbon tax, electricity reform, location choices of firms.
- The path to capable Indian firms, 17 April 2023. kw = capable Indian firms connecting into globalisation, round tripping, minimum public float.
- Is the current regulatory system equipped to deal with AI?, an episode along with Apar Gupta on the The Hindu Parley podcast by Prashanth Perumal J., 14 April 2023. kw = LLM, AI, competition policy, state power, checks and balances.
- Improving incentives for airport managers in India by Ajay Shah and Karthik Suresh in the BloombergQuint, 14 February 2023. kw = airports, data release, accountability, incentives, regulated monopolies.
- SVB, Banking and the State of the Economy, an episode along with Mohit Satyanand on the podcast The seen and the unseen by Amit Varma, 3 April 2023. kw = SVB, bank resolution, payments system, crypto currency, state of the economy.
- The importance of services exports, 3 April 2023. kw = difficulties of goods exports, success in services exports, new facts, root cause analysis.
- Safety in the storm, 20 March 2023. kw = current account deficit, low investment, reduced complexities in capital import at the time of global uncertainty.
- The roots of global success, 6 March 2023. kw = Indians leading global organisations, the cultural package for leadership, China, IITs.
- CO2 arbitrage will make heroes, 20 February 2023. kw = pollution arbitrage, carbon border tax, strategic vs. execution orientation.
- How many national champions are required? by Akshay Jaitly and Ajay Shah in the BloombergQuint, 13 February 2023. kw = national champions, aggregate private investment in infrastructure, barriers to investment.
- Uncertainty has declined, 6 February 2023. kw = covid, invasion of ukraine, DM macro policy tightening, China, uncertainty has gone down, there is acute pain in some areas, now business plans can be made with more sensible input prices, restoration of normalcy.
- Influence operations in India by state actors, 23 January 2023. kw = influence operations using the Internet, Russia, authoritarian countries, Indian point of view.
- How countries treat their rich, 9 January 2023. kw = rule of law, ultra rich, capital flowing uphill, third globalisation, expropriation.
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