indian economy

Open Access In The Indian Power Sector

Charlie Munger has said that India suffers from too much due process. It can seem at times that consensus building is a goal in itself among Indian bureaucrats and India's polity. Change in India is never voluntary. Politicians and bureaucrats are always dragged to change crying and kicking. More...

Energy Opportunity In India

Zerohedge recently posted an article titled India - Land of Energy Opportunity (http://www.zerohedge.com/news/guest-post-india-land-energy-opportunity). An investor forwarded the link to me for my comments.

India imports 80% of its energy needs. Energy security is a myth and is going to remain elusive. Energy producers need energy consumers as much as the other way around. In a world with complex supply chains for goods and services, geopolitical risk leading to energy supply disruption is hogwash. Extended geopolitical instability will lead to disruption in a lot of supply chains and will have large unintended economic consequences. More...