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Retrospective tax was indefensible; burying it shows pragmatism
Institutional arrogance in taxation has cost India dearly in terms of its image as a business-friendly, rule-driven country
Value investing: Judging 'value', through another lens, and in real terms
REITs, financials, materials, and energy have remained at the lower end even when real returns are sorted by 10- and 15-year timeframes
Bright days ahead for India, emerging market equities in 2021 and beyond
The performance of Indian equities will mirror a larger trend of EMs doing better than developed markets
Shankar Sharma & Devina Mehra: Wrestling alligators and reviving investment
It will be tough for Modi to keep his promise of kick-starting the capex cycle since examples from the infrastructure and power sector show that not all projects are financially viable
Shankar Sharma: Corruption is a non-issue for the voter
Nor do secularism, freedoms and fundamental rights play such a major role in their electoral choices
Shankar Sharma & Devina Mehra: The strange case for India's macroeconomic exceptionalism
The Indian economy certainly has problems. But compared to the rest of the world, we will take ours any day
The year of living foolishly: Shankar Sharma
The UPA has let courts, the CBI, the CAG become too independent, and hence deserves to suffer
The real trouble with our banks
Their sky-high profits in an essentially commodity business reflects too little competition
Shankar Sharma: Rajat Gupta - Less equal than others
He was given a prison sentence for purveying insider information, while Hank Paulson got off scot-free for doing the same
Shankar Sharma: American idolatry in the US legal system
Contrary to popular notions, US laws protect the truly rich and powerful Rajat Gupta, however, was an outsider
Capitalism steeped in red
Shankar Sharma & Devina Mehra: China's $22 trillion time-bomb
China's growth model is based on the oldest rapid economic growth hormone available: debt