
Ajay Shah
@ajay_shah
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Wizard who doesn't know the answer
Bombay/Delhi
Joined September 2009
In an episode that is a labour of love, @ajay_shah & I try to answer three questions: 1. WHY should we read? 2. How do we build a reading HABIT? 3. HOW does one actually read a book? Here's ep 120 of Everything is Everything: The Art of Reading:
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after being introduced to the views & insigths of @ajay_shah via @amitvarma podcasts, purchased his book, 'In Service of the Republic: The Art and Science of Economic Policy' https://t.co/2IXWxYp3GW looking forward to becoming more aware
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"Return to sender: The misuse of remand orders by appellate tribunals" by Natasha Aggarwal and Bhavin Patel. A paper ( https://t.co/3R41tSPCW5) and an unveiling blog article ( https://t.co/MCXYDFgwtd).
trustbridge.in
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"A Review of Outage Reporting by Indian DISCOMs" by Upasa Borah and Renuka Sane https://t.co/hR6ess8KWz
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"Reinforcing the Anchor: The Next Five Years of Inflation Targeting in India" by Rajeswari Sengupta, Ajay Shah. https://t.co/MqhL9MzxVX And: "The Journey of Inflation Targeting in India" by Radhika Pandey, Ila Patnaik, Rajeswari Sengupta,
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Absolute masterclass from @ajay_shah. Knowledge of such high quality and available for free. @amitvarma
https://t.co/jzMVsg01Ak
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"You may not be interested in finance, but the financial system is interested in you." https://t.co/mR4NZKZjk1
@ajay_shah @amitvarma
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If you are a market participant you must watch this EIE Episode on "Financial Crises" not once, but till the time it kind of starts making sense. Kudos @amitvarma & @ajay_shah
Financial crises are an unavoidable part of modern economies — and all of us have skin in the game. Why do they happen? How do they unfold? What can we do? @ajay_shah & I take a deep dive in episode 119 of Everything is Everything:
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“The world has been shaped by financial crises…THIS STUFF MATTERS!….You may not be interested in financial system but financial system is interested in you”. Thanks for anthr great episode on this topic @ajay_shah & @amitvarma 🙏🤗: Financial Crises: Why They Happen, How They
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Financial crises are an unavoidable part of modern economies — and all of us have skin in the game. Why do they happen? How do they unfold? What can we do? @ajay_shah & I take a deep dive in episode 119 of Everything is Everything:
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I've said this before but the world needs to hear it again. If you haven't read "In Service of the Republic" then you're like a single legged man in ass-kicking contest.
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The Indian GST now looks like a tax on production in many settings, through the blockages of input tax credit. In the Business Standard today, column by Vijay Kelkar, Arbind Modi and me: https://t.co/FZsVIkcJ8b
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Manish Singh and Aneesha Chitgupi got author pages on The Leap Blog https://t.co/W1ZBcdgOoj
https://t.co/qOlgRhdFlJ
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"A Score Card for Pre-Legislative Consultation" by Mallika Dandekar and Antaraa Vasudev. https://t.co/EVfgvyTHyf
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#Opinion | Blocked input tax credits in #India’s #GST raise effective tax rates, affect services and MSMEs, and create import bias. Experts @ajay_shah, Vijay Kelkar and Arbind Modi recommend restoring full ITC, rationalising rates, and improving refund administration.
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Is AI Killing Critical Thinking? In this episode of BIG IDEAS, we talk to @ajay_shah about how over-reliance on LLMs threatens deep learning and amplifies our cognitive biases, especially in the Indian context. Link in next tweet.
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Over the last few years, alternative data has given us great insights into our deep past — and our deep present. In ep 117 of Everything is Everything, @ajay_shah & I dig into what our genes tell us about our history — and our phones about our character:
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Ep116 of EiE by Amit Varma and me, "The nighttime lights of Russia", https://t.co/v4aKxPVZXu This is based on "Shedding light on the Russia-Ukraine War", Rounak Hande, Ayush Patnaik, Ajay Shah, Susan Thomas, XKDR Forum Working Paper 40, August 2025.
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"Short dated options are useful" by Urvish Bidkar and me Business Standard, 15 September 2025 https://t.co/UcO2EyT9x0
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Kudos to @ajay_shah and Urvish for standing up on weekly options. Banning products is the laziest fix, today it’s options, tomorrow some folks will lose money in equity, will we shut cash markets is it, there is no end to this line of thinking. Markets need accountability and
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