Economy and development
Growth, trade, poverty, business and development.
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Bangladesh whitewash Pakistan again
After Bangladesh’s 2-0 Test whitewash of Pakistan, the author argues that Bangladesh’s economic lead over Pakistan now shows up in visible things like cricket results, and reflects on Pakistan’s fast-bowling…
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7 Steps to Financial Freedom: My First Book
An investment adviser announces his first book on personal finance. He describes the rapid growth of Indian retail investing, warns about fin-influencers and derivatives trading (citing a SEBI study that…
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The Iran That 1979 Erased: What If Khomeini Had Lost?
X.T.M runs a thought experiment on Iran had the 1979 revolution failed. Citing Central Bank of Iran figures on growth before and after, the post argues a constitutional transition could…
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The Hormuz Ultimatum: Wealth Doesn’t Win Wars
X.T.M disputes the view that military power follows GDP. He argues that the richer US-Israeli side is losing the economic war over Hormuz, and that Iran’s culture of honourable death…
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The Strait That Broke the World
X.T.M argues that the closure of the Strait of Hormuz after the 28 February US-Israeli strikes on Iran is already a global economic shock. He traces the cascade from oil…
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A Deleted Tweet Just Moved the Oil Price 17%. Welcome to the New World.
X.T.M uses the oil price shock after the closure of the Strait of Hormuz, including a deleted US Energy Secretary tweet that moved prices 17 percent, to argue the global…
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India wins the T20 World Cup – The Golden Age is here and it’s permanent
Bombay Badshah celebrates India’s T20 World Cup win, arguing that economic growth since the reforms lifted the team, and that in 10 to 15 years India will be to cricket…
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SS Rajamouli’s Varanasi – The next phase of the Indian wave?
Bombay Badshah argues that Asian economies follow a pattern in which pop culture goes mainstream at high HDI, and that India is still early. He sees Rajamouli’s Varanasi, after RRR’s…
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Kleptocratic Pakistan versus Oligarchic India
X.T.M examines whether “kleptocracy” fairly describes Pakistan, after Kabir objected to the word. He documents military business holdings and concedes that institutional capture may be a better label, while arguing…
