Sudip Bandyopadhyay’s Blog

In the summer of 2008 when I landed in St. Petersberg, the first thing which struck me was the beauty of the lovely city,  erstwhile capital of Russia.  However once one starts looking beyond the majestic buildings , palaces and the gardens, one starts getting the distinct feel that though a modern city, the standard [...]

In the Hindi blockbuster movie Gajini, the lead actor suffers from a disastrous aliment “Short-term Memory Loss”.  The current market euphoria across the world reminds me of a similar mental state for investors across  asset classes who are unable to grasp the toughest lessons of last year’s global economic crisis.  The crisis was predominantly about [...]

In the 1960s—the time of one of the worst food crises in India—it had seemed that the Malthusian theory was correct and the country’s population was exceeding its ability to feed its citizens. With the threat of famine looming large on the country, the government solicited help from abroad. It imported huge quantities of grain [...]

The Paris-based International Energy Agency recently released a report, Another Chinese Riddle: How Reliable Are GDP Figures?  In this  the intergovernmental organization cited research that China’s first-quarter GDP growth, announced as 6.1 per cent was most likely flat to negative.  As a result of such reports, public trust is eroding, and not just in China. [...]

It looks as though the international financial crisis has now given way to the international economic crisis that it caused.  Japan gives the best evidence.  Japan’s banks did not, as a rule, load up on toxic US mortgage debt.  Yet the crisis affected the country deeply.  For many years while leverage was easily available, the [...]