India: Links for 9th September, 2019

  1. Mild disagreement with the conclusions of this piece, but that notwithstanding, a useful piece to read. This is on the slowdown in the Indian economy
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  2. “Those who access public services can be roughly divided into three segments—those who can pay to get, those who vote to get, and then there is the middle class.”
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    Shankkar Aiyar is a fine, fine writer. Here’s further proof.
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  3. “There is no real right time for disinvestment—only the right reason. Yes, mergers are good, but what about erosion of value—the market value of HDFC Bank is more than all PSBs put together.”
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    And even further proof
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  4. Niranjan Rajadhakshya on the linkages between GST reform, DTC reform, and how they feed into and out of each other.
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  5. On Bouncing Boards.
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