https://www.freepressjournal.in/analysis/distressed-times-just-watch-what-is-happening-to-gold
When people stop buying gold in India, there is cause to worry
RN Bhaskar
At one level, this should be cause for celebration. Gold imports into India crashed during 2020 (see chart). Lower import of this yellow metal means a smaller...
An edited version of this article appeared at https://www.freepressjournal.in/india/russia-day-2021-and-quiet-flows-the-volga-a-review-of-india-russia-relations
This article is being published on 12 June, often celebrated in India as Russia Day.
Russia could be the catalyst in accelerating the shift to Asia the global centre of gravity for...
https://www.freepressjournal.in/analysis/policy-watch-fresh-evidence-confirms-agreement-on-limiting-nato-in-russia-ukraine-crisis
Ukraine - The US rings the death knell for global banking and business
RN Bhaskar
This is the way the world ends
not with a bang but a whimper
-- TS. Eliot, ‘The Hollow Men’
Ever since the Ukraine Russia US conflict...
https://www.freepressjournal.in/analysis/the-case-for-bullion-banking-in-india
Will the government allow bullion banking in India?
RN Bhaskar -- 26 December 2019
India has been myopic about so many things. One of them, tragically, is gold. It has forgotten to exploit its own mines, It gave out licences to...
https://www.freepressjournal.in/business/policy-watch-pre-budget-blues-going-beyond-the-numbers
Pre-budget blues – fund allocations don't mean anything till basics are put in place
RN Bhaskar
This column will appear just a little time before budget announcements are actually made. And the purpose of writing this column is not to talk...
https://www.freepressjournal.in/business/policy-watch-why-indias-investment-policies-are-perplexing-even-myopic
Investments: India’s policies are perplexing, even misguided
RN Bhaskar -- 30 April 2020
Deng Xiaoping, the former premier of the People’s Republic of China, had famously said "It doesn't matter whether a cat is black or white, as long as it...
http://www.dnaindia.com/money/report-will-russia-india-china-become-the-new-global-centre-of-gravity-1993067
Will Russia-India-China become the new global centre of gravity?
Last fortnight, Russia and China entered into a 30-year contract worth $400 billion for supply of piped natural gas from Russia to China. This one deal could cause realignment of global...
https://www.freepressjournal.in/analysis/policy-watch-can-africa-become-the-new-market-to-stump-india
(The entire series can be found at http://www.asiaconverge.com/2021/05/agenda-for-the-government-2021-series/)
Is it strike #3 for India’s position as an attractive market? Will Africa trounce India?
I deal in facts, not forecasting the future. That's crystal ball stuff. That doesn't work.
-- Peter...
https://www.freepressjournal.in/cmcm/chinas-white-paper-on-the-us-tariff-spat
China-US spat threatens global trade
RN Bhaskar – June 6, 2019
In 2017, China trounced Canada to become the second largest trading partner with the US. US-China trade accounted for 635 billion against $582 billion for US-Canada trade.
But then Donald Trump...
https://www.moneycontrol.com/news/business/economy/budget-2020-govt-needs-to-assure-foreign-investors-with-stable-laws-4853971.html
Pre Budget notes #4
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RN Bhaskar -- 24 January 2020
By now, there is no doubt that India is sliding down a slippery slope. Even the IMF recently downgraded India’s economic growth to 4.8% for the coming year (https://mmb.moneycontrol.com/forum-topics/stocks/sbi/thread-message-79498903-81298903.html). Privately, economists...
