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Minhaz Merchant
Latest Articles By Minhaz Merchant
Services Exports Take Off
India’s manufacturing impetus is aimed not only at boosting exports of goods but at cutting imports of manufactured merchandise that can be made in India. Much of this involves a beneficial transfer of advanced technology as in recent defence and aviation deals. A hybrid manufacturing and services export strategy is best suited to India
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China’s Grey Future
The economic consequences of an ageing China are grim: as the productive workforce falls, GDP growth will slow
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Founders Versus Funders
Amid layoffs and financial fraud, startups face not only a funding winter but the forthcoming Ides of March
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Budget For Growth
After three years of an economic train wreck in the form of the Covid-19 pandemic, a war in Europe and worldwide recession, India has emerged relatively unscathed
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India’s Economic Renaissance
India’s economy in 2023 will be driven by innovation. Watch in particular the growth of green hydrogen, electric vehicles, robotics, spacetech, life sciences and data analytics.
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China’s Misfiring Engine
China’s total debt has doubled since the 2008 financial meltdown to 275 per cent of GDP. This is unsustainable, especially with several foreign firms employing a China +1 formula by shifting some supply chains out of China
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Bullish On India
Data is the new oil. It is time the government improved its own data protocol to ensure more complete and accurate information on the economy and jobs
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Tackling The Slowdown
While Indian policymakers keep a close eye on this year’s GDP growth rate and CAD, they will follow with equal interest the chip war the US has declared against a predatory China
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China’s Reality Check
Beijing is also watching closely how India is bolstering logistical infrastructure along the Line of Actual Control (LAC). Equally worrying for the Chinese is India’s continuing military build-up along the LAC
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Three-Track India
The government’s objective now must be to catalyse this process and convert India into a two-track country: an affluent class and a middle-class, with overall poverty significantly reduced
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