From the Seminar Annual Issue. Originally published here Thanks for reading Second Opinion! Subscribe for free to receive new posts and support my work. AKSHAY JAITLY India is moving towards the creation of a centralized national electricity market, particularly for renewal…
Good decisions but bad incentives remain
What happened to the SPV model in PPP projects? In my last column, I looked at removing equity lock-in restrictions to make the transfer of existing…
How restrictions on share transfers hinder M&A in Indian infrastructure projects (and other updates)
The Path to India's Climate Transition
Over the last year, Ajay Shah and I have worked on the path to India’s climate transition. We have a paper out, The lowest hanging fruit on the coconut…
In this piece, I suggest that while the developed world's climate equity claims are valid and must be pursued, India could take additional steps to…
The global retreat from fossil fuels - implications for Indian coal-fired power projects
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