Publications

Modi’s Great Leap Forward

In this Acting-Man article, I continue my analysis of India’s demonetization and explain why Modi’s war on cash is increasing state power, damaging the informal economy, and exposing India’s institutional decay.


Modi’s Fantastic Promises

In this Acting-Man article, I continue my analysis of India’s demonetization and explain why Modi’s promises about black money do not add up, while the policy damages India’s economy and expands state control.


India’s Police State

In this article, I continue my analysis of India’s demonetization and explain how the cash ban is accelerating institutional decay, damaging the poor and small businesses, and pushing India toward greater state coercion.




Has Modi Made India Better?

In this Mining Journal article, I discuss whether Narendra Modi has made India better, why India’s investment climate remains difficult, and why foreign investors should be cautious about the India-growth narrative.




Indians Turn to Gold as Cash Runs Short

In this SNL Financial article by Angie Kean, I discuss India’s demonetization, the nationwide cash shortage, and why Indians are turning to gold, silver, and foreign currency as confidence collapses.