India's emergence as the defining economic story of the twenty-first century has been predicted, with considerable confidence, for at least thirty years. The prediction keeps being revised forward. Understanding why tells you something important about the gap between demographic destiny and institutional capacity. The structural case for India is genuinely strong. It has the … [Read more...] about India’s Moment and Why It Keeps Getting Delayed
economy
The College Degree Is Not Dead — It Is Just Repricing
The death of the college degree has been announced regularly for about fifteen years. The degree has not died. What is actually happening is a repricing — a differentiation between credentials that carry labor market value and credentials that do not — and the process is messy, slow, and producing real harm in the middle. At the top of the distribution, elite university … [Read more...] about The College Degree Is Not Dead — It Is Just Repricing
The Obesity Drug Market Is Bigger Than Anyone Planned For
The GLP-1 drug category — Ozempic, Wegovy, Mounjaro, and the compounds behind them — has produced one of the fastest market expansions in pharmaceutical history. The forecasts keep being revised upward because the forecasts keep underestimating demand. Part of what makes this unusual is that the demand is coming from multiple directions simultaneously. There is the core … [Read more...] about The Obesity Drug Market Is Bigger Than Anyone Planned For
The AI Hiring Freeze No One Is Talking About
The AI jobs narrative runs in one direction: the technology will displace workers. The less-covered story is what is happening to hiring right now, in the companies building the technology. Across the tech sector, headcount growth has slowed sharply relative to the pre-2022 era — and not primarily because of the interest rate cycle. A significant portion of the slowdown … [Read more...] about The AI Hiring Freeze No One Is Talking About
Tariffs Are the Wrong Tool for the Right Problem
The political appeal of tariffs is easy to understand. The actual mechanics of what they do — and don't do — are considerably less flattering than the rhetoric suggests. The underlying problem tariffs are deployed to address is real: the hollowing out of domestic manufacturing, strategic dependency on adversarial supply chains, and wage compression in trade-exposed industries. … [Read more...] about Tariffs Are the Wrong Tool for the Right Problem
The World Economic Forum Annual Meeting, January 22-25 2019, Davos-Klosters, Switzerland
The World Economic Forum Annual Meeting will run from January 22 to January 25 in Davos-Klosters, Switzerland. Global leader in cyber security, QuintessenceLabs, today announced founder and CEO Vikram Sharma’s participation at the World Economic Forum’s 2019 Annual meeting in Davos-Klosters this week. Dr Sharma’s attendance at Davos comes off the back of QuintessenceLabs being … [Read more...] about The World Economic Forum Annual Meeting, January 22-25 2019, Davos-Klosters, Switzerland