Shankar Sharma

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