El Tren de la Muerte, literally translates to the train of death, but it refers to a freight train that starts its route in Chiapas state in southern Mexico, near the border of Guatemala heading to different points on the American border. Many of the dangers posed by this journey result from the train itself…More
Category Archives: India
Adani Allegations Demystified
Part 2: Creation of the Adani empire
In a series of blogs, I continue to unravel Adani’s enigmatic rise to becoming the world’s 3rd richest man and within weeks crashing down to being the 17th richest man as a result of a slew of allegations. While in the previous blog I clarified the nature of Adani’s shareholding in its public entities, with specific focus on the offshore holdings,..More
The Vaccine Conundrum
India must not have a significant funding issue this year, with a budget allocation of 14 billion USD, however with committed export contracts and the limitations in production capacity India is likely to struggle with supply for the next 6 months. Beyond 6 months the constraint may not be supply as manufacturers will be able to expand capacity, but will be the cold storage, transportation and manpower. Unless significant investments are made in expanding cold storage facilities and training up an effective labor force, administering the vaccine will be bottlenecked and India will struggle to administer more than 3 million doses a day. What all of this tells us with some near perfect execution and some optimistic modelling India may be able to vaccinate their target age group of 18 and above with a single shot by mid 2022, they may be able vaccinate the total population with the second dose by Mar 2023. Will India’s creaking healthcare infrastructure hold up for so long? How many people are likely to die in this time, as the death toll mounts? How much more can the economy take before it breaks? India has more questions than answers in this rather grim crisis.More
Countdown to hell, did someone drop the bar of soap?
7th March 2021: infection count 18,599 per day @ 57% monthly increase India’s Health Minister, Harsh Vardhan declares victory over COVID -19 after vaccinating 20 million out of a population of 1.3 billion. To use his own words he declared “We are in the end game of the COVID-19 pandemic” Prime Minister Modi flags off…More
Corruption out paces India’s growth
India’s economy grows at 8% and corruption at 11.5%. One wonders, what could happen if India never had corruption? For one we will be the 8th largest economy in the world (we are currently 11th) not taking into consideration what could have been if the money was efficiently invested. Our public debt currently 58% of…More
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