Capital Calculus 2.0 | Anil Padmanabhan | Substack

Capital Calculus 2.0

World and India through the lens of the intersection of politics and economics

By Anil Padmanabhan

Articles

Confident India, Anxious Indians Indians trust the country's growth trajectory, but growing concerns over jobs, education and political corruption, reveal that urban India is anxious… Jun 21 • Anil Padmanabhan

NDA@12: A New Operating System, An Unfinished Agenda The last 12 years is not just about record growth, welfare or infrastructure, it is about the rewiring of governance. Next is to convert capability into… Jun 14 • Anil Padmanabhan

External Shocks: India Resilient, Not Immune The RBI and Union government independently signalled that India is confronting global turbulence from a position of strength, but is not immune to the… Jun 7 • Anil Padmanabhan

India's Health Atlas: Good, Bad and A Warning for 2047 NFHS-6 confirms India has achieved foundational inclusion, but warns that weak human capital could constrain India's audacious development ambition for… May 31 • Anil Padmanabhan

Shared Enemies to Shared Vulnerabilities As wars disrupt energy and trade routes, countries are pivoting to partnerships designed not to project power, but to survive growing incidence of… May 24 • Anil Padmanabhan

From Welfare Delivery To Wealth Creation India has drawn up an audacious plan to extend the digital stack that solved for inclusion at population scale to broad base wealth creation and… May 3 • Anil Padmanabhan

India’s Maritime Insurance Bet India is creating a sovereign backed domestic insurance pool to insulate its maritime trade from volatile geopolitics. A case of better late than never… Apr 26 • Anil Padmanabhan

India Braces For The Monsoon Test A sub-par Monsoon forecast together with the brewing energy shock will test India's ability to deal with fresh supply side blows to growth and… Apr 19 • Anil Padmanabhan

Notable Articles

India's Trust Revolution India’s trust revolution has begun. By stripping away regulatory cholesterol new legislation has eased compliance, signalling a pivot to a trust-based… Apr 12 • Anil Padmanabhan

From Red Corridor To Growth Corridor? As on 1 April, the good news is that India is almost freed of naxalism. For the first time the state and not the gun is in control. Is this then a new… Apr 5 • Anil Padmanabhan