Size Of Opportunity Matters

Indian infrastructure company GVK Power & Infra recently received approval from the Australian government for a USD 10 billion investment in a coal block in Northern Queensland. Earlier this year Vale of Brazil launched its first megaship, called Valemax , with the capacity to carry 350,000 tonnes of iron ore to China.

There is such a thing as too big or too much for a market and almost every market has that threshold. As small participants in large and liquid global financial markets we often tend to forget this fact. More...

Educating India

India's recent power blackouts have exposed the state of rot in India's power sector. It seems that the Indian government cannot deliver anything to its citizens, neither in quantity nor in quality.

When economists and demographers look at India's demographics and the bulge in its population under the age of 25, they visualize horror scenarios of an uneducated and unemployed population causing a demographic nightmare for the country. Their fears stem from the inability of Indian governments both at the federal and state level to deliver even basic primary education, both in quantity and in quality, to its population. Their linear extrapolations result in dismal outcomes. All hope seems lost. More...

Why The President Will Matter In 2014

Pranab Mukherjee was sworn in the 13th President of India today. He was most recently the Finance Minister of India and the number two minister in the Congress Party after the Prime Minister. Mukherjee's eagerness to become the President and the politicking that went into the process was unusual and might appear strange.

In India's Parliamentary system of democracy, members of parliament are all powerful and the Prime Minister elected by majority in parliament is the head of state. The President is considered a rubber stamp whose role is limited to making speeches, maintaining foregin relations, signing bills approved by parliament into law and, at the end of the general election, inviting the largest party to form the government. His or her role is not unlike that of the Queen of England. More...