Thoughts and Reports
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Billionaires
https://www.linkedin.com/posts/krishna-khandelwal-1207a443_indiagrowth-inclusivedevelopment-wealthcreation-activity-7439942335943094272-Hegr?utm_source=share&utm_medium=member_android&rcm=ACoAAAkxiagBGDNbwvvNx1sAEbNr3K4ZgPLInDE Continue reading
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Gas Shortage… not a big issue
Why does a temporary gas shortage trigger such disproportionate outrage?India has faced far bigger constraints in the past—and adapted with dignity. For decades, a large part of the country cooked without LPG. Traditional fuels were not a choice, but a way of life. Society functioned, families thrived, and resilience was never in short supply.Widespread access… Continue reading
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Gold: Strategic Insurance vs Household Wisdom
Gold: Strategic Insurance vs Household WisdomGold is often criticised by economists because it earns no interest and does not directly create productive assets. Yet its role in financial behaviour reveals something deeper.When central banks in countries like China and Russia accumulate gold, they do so mainly out of geopolitical caution. Gold is an asset that… Continue reading
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Freebies and Cash Grant
There is an important distinction between freebies and direct support to the poor. Freebies often distort incentives and create dependence. But direct cash transfers to those at the bottom of the income pyramid are fundamentally different. When money reaches a poor household, it is rarely wasted. It is usually spent on essentials — better nutrition,… Continue reading
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Time to Invest… Historical Perspective
Investors often look at gold and equities separately. But a far more revealing way to look at them is relative to each other.Over the past three decades in India, the relationship between Nifty and gold has moved in clear cycles.If we measure how many grams of gold the Nifty index could buy at different times,… Continue reading
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India as Destination for Investing
Investors ultimately seek one thing: sustainable growth. And sustainable growth rarely happens by accident. It emerges where four conditions come together—room to grow, scope to grow, will to grow, and means to grow.Room to grow:India is still a developing economy with vast headroom across sectors—manufacturing, infrastructure, energy, technology, logistics, and financial services. Compared with mature… Continue reading
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India’s Oil Vulnerability is Smaller Than We Think
There is a great deal of anxiety whenever global oil prices rise. While caution is always justified, the scale of India’s vulnerability is often overstated.India’s oil import bill today is roughly 3–4% of GDP. In earlier decades this ratio was much higher, sometimes approaching 8–9%. This means that, relative to the size of our economy,… Continue reading
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Our Food and Fuel Needs
The crises of recent years — wars in energy-producing regions, supply chain disruptions, and geopolitical rivalries — have exposed a fundamental vulnerability in many economies: dependence on external sources for essential needs. When a nation relies heavily on imported oil not only for transportation and industry but also for cooking and food production, it creates… Continue reading
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Artificial Intelligence and Society
Artificial Intelligence, Productivity, and the Future of Human TimeArtificial Intelligence is likely to become one of the most powerful drivers of economic productivity in the coming decades. By improving efficiency across industries—finance, manufacturing, logistics, healthcare, and administration—AI can enable economies to produce more goods and services at lower cost. As efficiency rises, the overall size… Continue reading
Panch Tattva Wisdom 