Abhishek Anand argues that policy uncertainty, not headline growth or profitability, explains India's weak trade performance and falling FDI
05 Oct 2026
Sanjiv Shah, co-founder of Benchmark Asset Management and founder of Lakshya Asset Management, explains how India's mutual fund industry grew fifteen-fold since COVID and argues that Indian investors are trapped in a narrow, domestic-only portfolio that is quietly hedged through gold instead of real diversification.
21 Sep 2026
Arvind Chari argues that global investors mislabel India as just another emerging market, and makes the case for why India deserves a dedicated capital allocation of its own.
07 Sep 2026
Viral Acharya argues that large corporations with multiple locations can diversify climate shocks the way cross-district marriages once diversified rainfall risk in village India
24 Aug 2026
Economist Ajay Shah on why China's rise, social media, and the retreat of American leadership broke the old world order, and what actually makes a country resilient when the next crisis hits.
21 Aug 2026
Anupam Manur explains why India's tax on mobile capital, combined with the state's high borrowing, is driving capital flight and starving Indian corporates of credit.
10 Aug 2026
Sidharth Chauhan examines how Dr. Ambedkar's ideas can justify electoral reservations for caste, gender, and disability across different levels of Indian government
27 Jul 2026
Prabesh Luitel argues that credit risk flows in a loop between a government and its firms, and that timely corporate data and market instruments can reveal sovereign distress that sluggish ratings miss.
13 Jul 2026
How digital infrastructure, AI, and smart regulation could do for healthcare what UPI did for finance
29 Jun 2026
Three financial services leaders examine how AI has quietly rewired the customer's relationship with institutions, and what it means for products, frontline staff, brand, and business strategy going forward.
26 Jun 2026
Smriti Parsheera explores India's new data protection framework, examining how the 2023 Digital Personal Data Protection Act compares to global standards and what the creation of the Data Protection Board means for regulatory governance.
15 Jun 2026
How digital governance can maintain efficiency while enabling contestation through transparent decision-making and institutional separation
01 Jun 2026
Professor Rajeeva Karandikar discusses the evolution from paper ballots to EVMs and proposes a revolutionary cryptographic solution for corporate digital voting that could transform electoral verification worldwide.
18 May 2026
Alok Prasanna Kumar argues that every court in India should have the power to issue writs of habeas corpus, not just the Supreme Court and High Courts
04 May 2026
Karan Nagpal explores how external partners can help the Indian government build better measurement systems, performance management, and evidence-based decision making while navigating the complex political economy constraints that bureaucrats face daily.
20 Apr 2026
Suyash Rai argues that India's existing productive cities can be dramatically improved through planning reforms that rebalance inefficient land use between private plots and public spaces
06 Apr 2026
Ajay Shah returns to explore why firms are the fundamental unit of economic growth and what conditions allow them to thrive
27 Mar 2026
Ajay and Amit unpack why Foreign Direct Investment is really a story about escaping bad institutions, and why India never quite built the Deng Xiaoping-style clarity needed to make it work.
08 Aug 2025
Ajay and Amit dismantle industrial policy piece by piece, arguing that governments cannot plan economies and should instead focus on creating conditions where firms can succeed on their own.
07 Mar 2025
Ajay and Amit explore the critical but misunderstood role of bankruptcy in healthy capitalism—why firm destruction is as vital as creation, and how India's bankruptcy reform journey reveals deeper challenges in commercial culture and state capability.
03 Jan 2025
Ajay and Amit argue that nuclear energy is far safer than commonly believed and explore how to create conditions for private investment in nuclear power in India.
20 Dec 2024
Economist Ajay Shah makes the case against industrial policy in India, dissects why China's model is collapsing, and explains why exports remain the truest test of economic competitiveness.
30 Sep 2024
Ajay and Amit examine why India's education system fails on its own terms, why more money hasn't helped, and why education itself may not deliver the economic development we assume it does.
05 Jul 2024
Ajay and Amit explore why firm internationalization, not just exports, is the key to India's development journey
24 May 2024
Ajay and Amit explore the nature of social progress, how meaningful change happens both within the state and society, and why lasting transformation requires patience, persistence, and person-to-person persuasion.
01 Mar 2024
Ajay Shah takes Amit Varma on a historical journey through finance, from medieval money lending to modern derivatives, revealing how financial innovation drives human progress and economic development.
17 Nov 2023
Ajay and Amit examine the agricultural crisis in India through the lens of market economics, exploring why farmers remain trapped in cycles of boom and bust.
27 Oct 2023
Ajay and Amit explore how globalization has evolved through three distinct phases, from the pre-WWI era of complete freedom to today's conditional approach where economic integration depends on political behavior.
20 Oct 2023
Ajay and Amit explore whether prosperity requires embracing liberal values, using China's rise and potential fall as a case study for this fundamental question about modernity.
13 Oct 2023
Ajay and Amit explore the remarkable story of C.R. Rao, one of the 20th century's greatest statisticians, and reflect on the rise and decline of India's statistical excellence through the lens of the Indian Statistical Institute.
06 Oct 2023
Ajay and Amit trace India's economic and political evolution, from colonial modernization through independence to the ongoing struggle for true freedom
01 Sep 2023
Why exceptional people cluster together and how small differences in talent create massive differences in productivity
18 Aug 2023
Ajay and Amit explore what AI really is, what it isn't, and why the terminology matters for understanding both the technology's potential and its limitations.
08 Jul 2023
2026, XKDR | GSTIN: 27AAACX3640C1ZN
by Sane Difference
