Author | Lightnews

Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Aug 11

#plug
Indians are surprised by #DonaldTrump's trade hostility against #India. The sudden, inexplicable reversal invariably breeds speculation. One hypothesisis worth examining, though: his burning desire to cosy up to #China.
#TradeWar #Tariffs #TariffsOnIndia
www.livemint.com/opinion/onli...

www.livemint.com

Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Jul 21

Recent Trip to Hyderabad: Episode One, Charminar.
#hyderabad #hyderabad_diaries #charminar #charminarhyderabad

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Jul 14

#plug
#FDI into #India has been rising. But businesses, incl Indian businesses, also cashing out. While gross FDI touched $81bn, net FDI was just $0.35bn. Even more disturbing is India Inc's preference for investing overseas: 75% rise in just one year. #Investment
www.livemint.com/opinion/onli...

www.livemint.com

Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Jul 7

Medusa, by Michelangelo Merisi da Caravaggio.
Courtesy: @uffizigalleries.bsky.social.
#florence #uffizigalleries #caravaggio #medusa

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Jun 11

#FairfieldHotels in #Lucknow has a telephone number on its website, but nobody responds when you call.
I hope the hotel exists… 🙁
@marriottbonvoy.bsky.social

Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Jun 10

Interesting oped by #WalterRusselMead in @wsj.com.
Another example of yawning gap b/w #DonaldTrump's rhetoric on #India vis-a-vis his actions: #StateDept has failed to appoint ambassador to #NewDelhi even after 5 months!
#MarcoRubio @dhruvajaishankar.bsky.social
www.wsj.com/opinion/will...

Opinion | Will Trump Lose India?

An ally that welcomed his return to office has serious problems with his policies.

www.wsj.com

Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Jun 9

John Matthai was a key member of core policy group that shepherded India's transition from colonial outpost to independent republic. He quit Tata Group to join govt, as rly minister & as fin min, but returned to the Tatas.
My review of the man's biography.
www.livemint.com/mint-lounge/...

www.livemint.com

Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Jun 2

#Plug
Another monsoon & another urban collapse. You can bet the same story'll be played out next monsoon. And while bureaucrats are busy heralding India's growth impetus, rains provide cruel reminder of divergence b/w what city dwellers need & infra being built.
www.livemint.com/opinion/onli...

www.livemint.com

Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · May 20

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · May 19

#plug
The Indian govt's emphasis on infra investment over past few years has failed to crowd in pvt sector investment. Given shrinking role of mfg sector, it might be time to reconsider public sector's role.
#publicsector #privatesector #capex #Bihar #GDP
www.livemint.com/opinion/onli...

www.livemint.com

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · May 5

#plug
Remittances from white-collar professionals seem to be surging past money sent home by blue-collar workers. This is a major structural shift and can be sliced/diced in multiple ways. It also presents planners with many dilemmas.
#India #remittances #whitecollar
www.livemint.com/opinion/onli...

www.livemint.com

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Apr 22

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Apr 21

#plug
#TrumpTantrum finds many #Indian commentators pushing for change, arguing global policy flux best time to effect tough eco reforms. Such opinions often ignore critical role of political economy; reforms can't be unmoored from political realities.
www.livemint.com/opinion/onli...

www.livemint.com

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Apr 14

Wordle 1,395 2/6

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Apr 14

#plug
#ReserveBankofIndia's monetary policy emphasis (fostering economic growth) is public airing of concern over slowing growth. This anxiety is reflected in growth forecasts shaved off. Central bank policy pivoted from inflation combat to growth promotion. #RBI
www.moneycontrol.com/news/opinion...

www.moneycontrol.com

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Apr 11

Wordle 1,392 2/6

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Apr 7

#plug
@RBI guv recently upbraided banks for their tardy response to customer grievances. He may have also inadvertently pointed to a major industry asymmetry: most banks have an org structure completely at odds with their retail business.
#RBI #RetailBanking
www.livemint.com/opinion/onli...

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Apr 4

Ransinga, traditional trumpet from the Baiga tribe, #MadhyaPradesh. Also used in #HimachalPradesh where it’s called Narsingha.
Five brass tubes fitted together, it was used for martial music. Blowing it needs lung power.
This piece, in Manav Sanghralaya, resembles a serpent.
#bhopal #manavsanghralay

Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Mar 25

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Mar 24

#plug
Brands & geopolitics make for sour bedfellows. Both have affected each other's fortunes, as history and current events demonstrate. But geopolitical activism can turn into a quagmire, unless it aligns with brand's innate values.
#brands #Geopolitics #unilever
www.livemint.com/opinion/onli...

www.livemint.com

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Mar 10

#plug
The recent release of #GDP data triggered usual discussions & debates. It's perhaps time to craft an alternative but more comprehensive indicator of economic well-being. This is a golden opportunity for India's statistical establishment.
#beyondgdp #un #oecd
www.livemint.com/opinion/onli...

www.livemint.com

Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Feb 25

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India Must defend Its Place As A New World Order Arises

Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Feb 24

#plug
Geopolitical developments of past 2 weeks threaten to alter the global order. India will have to re-adjust foreign relations & global economic outlook. At stake is a crucial balancing act: how much to cede while holding its own.
#DonaldTrump #NarendraModi
www.livemint.com/opinion/onli...

www.livemint.com

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Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Feb 13

#Thiruvananthapuram
#Trivandrum

Rajrishi Singhal (Substack.com/@rajrishi) @vestment60.bsky.social · Feb 12

Budget2025’s celebrated tax breaks masks a missed chance to level the field between citizens and large corporations.
How so?
Over past few years, personal taxes (in absolute amts) have been contributing much more to the tax kitty than corporate taxes.
My column in @livemint.bsky.social
#Budget2025

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