Rural India – An Emerging Powerhouse 24. July 2012 Rahul indian economy (0) Harish Manwani, CEO of Hindustan Unilever gave a speech at the company's annual meeting titled Rural India - An Emerging Powerhouse (http://tinyurl.com/d9y3yv7). The speech is a must read for anyone following or investing in India. More...
Unleashing A Manufacturing Boom In India 19. June 2012 Rahul indian economy (0) The Value Investing Letter published an essay by me titled Unleashing a Manufacturing Boom in India (http://tinyurl.com/cl4ehxa). More...
Occasional Monsoon Failures Are Necessary 15. May 2012 Rahul indian economy (0) Indian agriculture is disproportionately dependent on the monsoon rains that arrive between June and September every year. The Indian government, despite years of lip service, has not built adequate irrigation infrastructure to reduce the dependence of the country on the monsoon rains. India has had two good years of rains in 2010 and 2011. The deficient monsoon in 2009 was not a complete drought. The last severe countrywide drought was in 2001 and 2002. More...