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Ronojoy Mazumdar

@ronomaz.bsky.social
299 followers 253 following 233 posts

Desk editor @reuters.com in Mumbai. ex- bloomberglp.bsky.social. Done with waiting for the humanities to reclaim Economics. Opinions are my own.

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Ronojoy Mazumdar @ronomaz.bsky.social · 06/10/2026
"Rates to transport crude from the Middle East to Asia ​aboard a VLCC recently exceeded $1.2 million per day, up ⁠from roughly $30,000 a day in January according to shipping broker Poten & Partners." www.reuters.com/commentary/r...
reuters.com
COMMENTARY: Oil's new problem isn't supply. It's logistics
Middle East crude exports recently climbed to their highest levels since the start of the Iran war as more Gulf producers resume transit through the Strait of Hormuz – despite the continued threat of ...
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Ronojoy Mazumdar @ronomaz.bsky.social · 01/10/2026
A little something I'm running this Saturday in a personal capacity as part of Climate Week India. Spots are limited, so sign up soon if you'd like to join! luma.com/RonojoyMazum...
luma.com
Climate Anxiety Sharing Circle · Luma
A place people can come to, to talk about their climate anxiety, support each other, and discuss questions the climate crisis raises for our own lives. The…
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Ronojoy Mazumdar @ronomaz.bsky.social · 28/09/2026
Certainly a point of view: "There is no mass market for solving frontier math problems and AGI will always be more expensive than someone in India just having sex and feeding the kid 𝘥𝘩𝘢𝘭 until they can run Microsoft, as the system works now." indi.ca/white-ai-is-...
indi.ca
(White) AI Is A Cargo Cult
Putting the fart before the horse
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Ronojoy Mazumdar @ronomaz.bsky.social · 22/09/2026
"In fact, UAE oil exports in September are set to reach 3.6 million bpd, higher than the 2025 average of 3.4 million bpd. What began as an emergency response has evolved into a sizable new industry." www.reuters.com/commentary/r...
reuters.com
COMMENTARY: Hormuz shuttles keep oil flowing, but at a high cost
A new shuttling system is reshaping the Middle East oil market, as producers seek to keep exports flowing despite the escalating regional conflict. The question now is whether this complex, expensive ...
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Ronojoy Mazumdar @ronomaz.bsky.social · 21/09/2026
So much fuss over less than 8% of Nifty 50 market cap.
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Ronojoy Mazumdar @ronomaz.bsky.social · 08/09/2026
"The recent mountain ​floods in South ⁠Asia may lead insurers to further review hydropower and infrastructure risks, particularly in highly exposed locations," said Benjamin Ng, power leader for Asia at Aon, an international insurance broker. www.reuters.com/legal/litiga...
reuters.com
Nepal floods could cost insurers over $130 million even before death, injury claims
The devastating flood ​in Nepal last week could result in commercial insurance losses exceeding 20 billion Nepali rupees ($132.3 million), with hydropower ‌projects accounting for most claims, accordi...
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Ronojoy Mazumdar @ronomaz.bsky.social · 08/09/2026
Hollywood seems to be pulling off a good impression of the early East India Company in outcompeting the local elite: www.youtube.com/watch?v=jgbg...
youtube.com
How Hollywood is Lapping Bollywood in Selling Tickets to Gen Z | ft. Prasannata Patwa | Overshoot
YouTube video by Overshoot
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Ronojoy Mazumdar @ronomaz.bsky.social · 04/09/2026
What we absolutely can’t live without is a social framework for understanding ourselves in relation to the rest of society and gaining the respect of our peers. The most important thing work gives us —after money— is an alternative way to meet those needs. asteriskmag.com/issues/15/af...
asteriskmag.com
After Work, We’ll Have Each Other
Once you realize what that means, you’ll be giving two cheers for the American work ethic.
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Ronojoy Mazumdar @ronomaz.bsky.social · 02/09/2026
"Nepal's UpperTrishuli-1 hydropower project could become a test case. The project, damaged in the recent flash flood, is ​insured through a parametric policy, making its recovery a closely watched example of how such products perform when disaster strikes." www.reuters.com/world/india/...
reuters.com
NEWSLETTER: A Himalayan wake-up call for disaster insurance
The Nepal-Tibet disaster of last week will leave scars long after the floodwaters recede. It is also a stark reminder of a gap policymakers have yet to fill: how to protect households, businesses and ...
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Ronojoy Mazumdar @ronomaz.bsky.social · 01/09/2026
Looking beyond simple inflation ​targets was now necessary. Issing acknowledged "the heydays of monetarism ​belong to a distant past", but added that it ⁠was dangerous to ignore money supply and the risks from the banking system and financial markets... www.reuters.com/commentary/r...
reuters.com
COMMENTARY: Monetarist resurrection, or timely rethink of inflation targeting?
Be careful what you wish for. In reviving the Federal Reserve's long-dormant money-supply debate, Chair Kevin Warsh has created a headache for himself — and for the U.S. president who appointed him. M...
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Ronojoy Mazumdar @ronomaz.bsky.social · 27/08/2026
In the final stage of hyper-financialized capitalism, Wall Street too, becomes subaltern. www.wsj.com/opinion/let-...
wsj.com
Opinion | Let the Bond Market Speak
Rising interest rates are a signal of trouble ahead. Artificially suppressing it heightens the danger.
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Ronojoy Mazumdar @ronomaz.bsky.social · 20/08/2026
The last time that two-year Japanese government bond yields were this high, I was just three months old: "The 2-year JGB yield, which is most sensitive to monetary policy expectations, had risen 1 bp to 1.7%, the highest since May 1995." www.reuters.com/world/asia-p...
reuters.com
Japan's 10-year yield hits three-decade peak on inflation worries
Japan's benchmark 10-year government bond yield climbed to a three-decade high on Tuesday as a stalemate in ​the Middle East conflict stoked inflation worries and reinforced speculation about ‌a near-...
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Ronojoy Mazumdar @ronomaz.bsky.social · 19/08/2026
Is it just me or does @pkrugman.bsky.social seem, ironically, at risk here of fighting the last war? "It’s crucial that we don’t repeat the great error of 2009-2010. At that time the size of the deficit was simply not a problem." paulkrugman.substack.com/p/what-are-b...
paulkrugman.substack.com
What Are Bond Markets Telling Us?
Interest rates are up — but don’t panic
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Ronojoy Mazumdar @ronomaz.bsky.social · 19/08/2026
"In the 12 years to fiscal year 2026 (FY26), spending on education nearly halved to 2.5% of the total federal budget, while spending on road transport and highways trebled to 5.8%." www.livemint.com/education/in...
livemint.com
Why fixing the exam system alone won’t be enough to assure India’s youth of a secure future | Mint
During the recent students’ protest at Delhi’s Jantar Mantar, Gen Z youth and their parents spoke of a growing sense of helplessness—of sky-high education costs and the difficulty in finding a decent ...
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Ronojoy Mazumdar @ronomaz.bsky.social · 18/08/2026
Emerging economies now finance themselves overwhelmingly through domestic debt markets. Local-currency sovereign bonds outstanding totalled roughly $13 trillion ​by end-2024, compared with about $1.4 trillion of international hard-currency sovereign debt. www.reuters.com/business/fin...
reuters.com
Emerging markets march out of 'valley of tears' as investors diversify
War, tariffs and AI gyrations have done little to dent the flow of cash into emerging markets, as reforms, deeper local capital markets and diversification away from U.S. ​assets reshape the asset cla...
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Ronojoy Mazumdar @ronomaz.bsky.social · 17/08/2026
The boldness of ADNOC's ambition was underscored in April when it set up a shuttle system to ferry cargoes across the Strait of Hormuz for ship-to-ship transfer to buyers, enabling it to maintain spot sales. www.reuters.com/business/ene...
reuters.com
ADNOC unbound: War, OPEC exit launch Emirates oil giant on quest for growth
The gloves are off for ADNOC.
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Ronojoy Mazumdar @ronomaz.bsky.social · 13/08/2026
"Everyone seems to think that film making is about scripts, talent, creativity, imagination, vision. No, it's about money. " Watch to see why this is actually less of a discouragement than it sounds: youtu.be/3ZDB9iIdEqE?... via @YouTube
youtu.be
Why Films Fail Financially: Learning the Business of Indian Cinema with Viveck Vaswani | Overshoot
YouTube video by Overshoot
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Ronojoy Mazumdar @ronomaz.bsky.social · 11/08/2026
@nathantankus.bsky.social has a great only semi-theoretical exposition here of how the G2 have pulled off Schrodinger's oil crisis: www.crisesnotes.com/the-oil-mark...
crisesnotes.com
The Oil Market is a Conventional Wisdom Processor
I had so many thoughts about the run up to- and beginning of- the Trump-Iran war. My biggest thoughts were focused on how the ideas that I developed about the stock market as a “conventional wisdom pr...
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Ronojoy Mazumdar @ronomaz.bsky.social · 05/08/2026
“If you want to move back to India, start planning, do it in the next three to four years. If you come after five or eight years, there is no use. You will miss the bus,” theprint.in/the-fineprin... via @theprintindia
theprint.in
Indian techies returning to Hyderabad from US with expired H1B. Who's helping them find jobs?
Returning NRIs used to be a coveted tag among Indian headhunters chasing them with seductive salaries. Today, the job market in India itself has shrunk.
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Ronojoy Mazumdar @ronomaz.bsky.social · 04/08/2026
Which meal setting do you prefer
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Ronojoy Mazumdar @ronomaz.bsky.social · 03/08/2026
"So, what happens if these youngsters and Gen Alpha that follows, become okay with the idea of renting homes for longer periods of times, even when they enter their 30s and 40s?" mumbaimirror.indiatimes.com/opinion/what...
mumbaimirror.indiatimes.com
What if Gen Z never buys a house?
In 2000, the oldest Gen Z was three years old. The youngest millennial was four.
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Ronojoy Mazumdar @ronomaz.bsky.social · 03/08/2026
Between the Fed, BoE and RBI, who does the TL think will hike first? t.co/7HuBW3nDe5
t.co
https://www.reuters.com/world/india/india-central-bank-stay-hold-even-peers-pivot-rate-hikes-2026-08-03/
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Ronojoy Mazumdar @ronomaz.bsky.social · 30/07/2026
@rowyourbot.bsky.social How sharp has the AI selloff been? Well apparently the Situational Awareness Fund is now under-performing the S&P 500 over a 6-month time horizon: portfolioslab.com/portfolio/si... Still blasts past on YTD or longer time horizon terms though.
portfolioslab.com
Situational Awareness Portfolio
Situational Awareness Portfolio - asset allocation, performance, historical returns, drawdowns, sharpe ratio, and more.
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Ronojoy Mazumdar @ronomaz.bsky.social · 28/07/2026
Whatever you think of the new Chair, it has been refreshing for monpol nerds to have the fact of a new Chair being in place mean that at least temporarily, the focus is back on the substance of monetary policy at the Fed. www.wsj.com/economy/cent...
wsj.com
Kevin Warsh Wanted a ‘Good Family Fight’ at the Fed. He’s Getting One.
The new chairman initiated a debate over how the central bank works, and it could test his tight-lipped approach on the economy.
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Ronojoy Mazumdar @ronomaz.bsky.social · 27/07/2026
"The present young are the first generation in modern India that has no choice but to make home a better place. There are no escape hatches." www.livemint.com/opinion/onli...
livemint.com
Manu Joseph: What ails the BJP’s relationship with India’s youth is not what it may look like | Mint
For the first time, India’s ruling party is at risk of being cast in a mould from which there seems no escape. The failing promise of higher education has left young Indians in a foreseeable state of ...
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Ronojoy Mazumdar @ronomaz.bsky.social · 27/07/2026
As public intellectuals go, I have sometimes wondered what all the fuss is about @adam_tooze. In today's chartbook though, he's at his best, and it all makes sense: adamtooze.substack.com Lostalgia is a hell of a concept.
adamtooze.substack.com
Chartbook | Adam Tooze | Substack
A newsletter on economics, geopolitics and history from Adam Tooze. More substantial than the twitter feed. More freewheeling than what you might read from me in FT, Foreign Policy, New Statesman. Cli...
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Ronojoy Mazumdar @ronomaz.bsky.social · 14/07/2026
P.S. in connection with this, watch the last 13 mins or so of this one: youtu.be/RKAjxm44C6I?...
youtu.be
Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots
YouTube video by Bloomberg Podcasts
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Ronojoy Mazumdar @ronomaz.bsky.social · 14/07/2026
"Nature is changing gears. It will pay to adapt to the altered circumstances." And yet, how many companies are operating like that's true? open.substack.com/pub/thecapit...
open.substack.com
India's Extreme Rainfall Problem
Growing frequency of erratic and extreme rain is questioning India's long held assumption that tomorrow's Monsoon would resemble yesterday's. Episode #287
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Ronojoy Mazumdar @ronomaz.bsky.social · 10/07/2026
"The U.S. shares will start trading on Friday under the ticker symbol "SKHY" on Nasdaq." reuters.com/world/asia-p... ______________________________ Kind of fitting how the ticker is spelt the way you'd say "sky" when a little drunk.
reuters.com
SK Hynix raises $26.5 billion in US offering after pricing ADRs at $149
South Korea's SK Hynix priced its American Depositary Receipts at $149 on ​Thursday raising about $26.5 billion, a U.S. regulatory filing showed, highlighting strong investor appetite for a pivotal ch...
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Ronojoy Mazumdar @ronomaz.bsky.social · 08/07/2026
TIL that a sub-unit of Oman's currency is called baiza. Which is literally what it would sound like to say "paisa" with an Arab accent.
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Ronojoy Mazumdar @ronomaz.bsky.social · 08/07/2026
"Faced with an unknowable future, equity-fund managers are behaving more like venture capitalists: Back multiple companies in one business on the premise that the eventual winners will more than offset any losses from stragglers." www.reuters.com/commentary/b...
reuters.com
Breakingviews - Big Tech cage fight stars old investment fallacy
Alphabet, Microsoft and ⁠rival giants are ​set to spend ​some $5 trln by 2030 to dominate artificial ​intelligence. Funding ​from shareholders comes with an ‌expectation ⁠of widespread success while s...
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Ronojoy Mazumdar @ronomaz.bsky.social · 07/07/2026
"China is upgrading manufacturing, and many industries that used to absorb large numbers of workers are being phased out. ⁠Then there is AI," Zhan said. (2/2)
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Ronojoy Mazumdar @ronomaz.bsky.social · 07/07/2026
It's possible that the Permanenet Underclass has already arrived. In China: reuters.com/business/wor... (1/2)
reuters.com
China's booming gig economy masks job market pain, strains welfare system
Bao Zhang began driving for a Chinese ride-hailing app this year after losing his job as a software tester and says the weak job market gives him little hope of returning to the tech sector.
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Ronojoy Mazumdar @ronomaz.bsky.social · 11/06/2026
What's the American for panauti?
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Ronojoy Mazumdar @ronomaz.bsky.social · 29/05/2026
Some in attendance were unsure of what to make of their host’s apocalyptic musings, on an entity which he has warned in lectures could establish a totalitarian world government, but they listened intently. www.nytimes.com/2026/05/28/w...
nytimes.com
Why Peter Thiel Is Decamping to the End of the World
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Ronojoy Mazumdar @ronomaz.bsky.social · 27/05/2026
I knew it. www.reuters.com/sustainabili...
reuters.com
India’s prized Alphonso mango crop ruined by weather
In India's western state of Maharashtra, mango farmer Komal Walke is scrambling to meet orders from India's online grocers ‌after her family's three acres of orchards produced almost no Alphonso mango...
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Ronojoy Mazumdar @ronomaz.bsky.social · 22/05/2026
What a week it's been for "fixed income"
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Ronojoy Mazumdar @ronomaz.bsky.social · 21/05/2026
"The room to lean ⁠aggressively against further pressure looks increasingly limited. Both BSP and BI are now already on a hiking path, with India likely to follow," said Vivek Rajpal, Asia macro strategist at JB ​Drax Honore www.reuters.com/world/china/...
reuters.com
Asia's currencies are flashing oil shock alarm
Asia's policymakers are taking increasingly urgent and unusual steps to shore up their economies on the front line of the global energy supply ​shock, with currencies falling to record lows and pressu...
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Ronojoy Mazumdar @ronomaz.bsky.social · 18/05/2026
"India, right now, is beginning to discover how many of its own assumptions rested on stability that no longer exists." bpweekly.substack.com/p/the-trap-i...
bpweekly.substack.com
The Trap India Faces Isn’t Just Geopolitical Anymore
Xi invoked Thucydides in Beijing. India, meanwhile, is discovering that the real trap isn’t geopolitical. It’s structural, and it’s already sprung.
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Ronojoy Mazumdar @ronomaz.bsky.social · 18/05/2026
Good thread taking a critical look at an FT energy story from the Bad Place: x.com/laurimyllyvi...
x.com
Lauri Myllyvirta on X: "The Financial Times ran an entire story of coal shipments "jumping" that is based on an algorithmic artifact in shipping data. https://t.co/FRWqh63IFF" / X
The Financial Times ran an entire story of coal shipments "jumping" that is based on an algorithmic artifact in shipping data. https://t.co/FRWqh63IFF
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Reposted by Ronojoy Mazumdar
Albert Pinto @70sbachchan.bsky.social · 12/05/2026
India is underreacting to surging pain that is coming: 1 Food fuel fertilizer disruptions on farmers & factories 2 War threatens livelihoods of millions of Indian workers & billions of $ in remittances they send home 3 Budget CUTS as farmer subsidy bills balloon 4 Foreign finance OUTFLOWs from 1,2,3
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Ronojoy Mazumdar @ronomaz.bsky.social · 11/05/2026
Why is the Australian dollar having such a good year so far, in 2026?
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Ronojoy Mazumdar @ronomaz.bsky.social · 11/05/2026
"The remarkable fact is, after Jinnah, Indian Muslims have never trusted a Muslim as their leader." theprint.in/national-int... via @theprintindia
theprint.in
Muslim voters no longer matter to BJP. Only a new Hindu-led coalition can challenge Modi-Shah
These elections mark completion of BJP-secular party divide purely on Hindu-Muslim basis. BJP’s rivals are increasingly looking like Muslim parties though their leaders are all Hindus.
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Ronojoy Mazumdar @ronomaz.bsky.social · 29/04/2026
Maia there's no way your acne could have been that bad, come on
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Ronojoy Mazumdar @ronomaz.bsky.social · 29/04/2026
It's pretty sh*tty that hackers are targeting Sri Lanka, a country that's just now emerging from a generational economic crisis to make a quick buck out of apparently diverting its payments that were suppsoed to be made to Australia and now the US post www.bloomberg.com/news/article...
bloomberg.com
Sri Lanka Discloses New Payment Lapse Days After Hack Revelation
Sri Lanka’s government has disclosed a payment lapse involving funds due to the US Post, days after revealing a separate cyberattack, raising fresh questions about its financial safeguards as it conti...
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Ronojoy Mazumdar @ronomaz.bsky.social · 28/04/2026
*gulp* Indian fuel retailers ​are suffering a revenue ‌loss of 100 Indian rupees ($1.06) per ​liter on the ​local sale of diesel ⁠and 20 rupees ​per liter on ​gasoline for selling the two fuels at below market ​rates www.reuters.com/business/ene...
reuters.com
India says fuel retailers suffering losses on petrol, diesel for sales below market rates
Indian fuel retailers ​are suffering a revenue ‌loss of 100 Indian rupees ($1.06) per ​liter on the ​local sale of diesel ⁠and 20 rupees ​per liter on ​gasoline for selling the two fuels at below mark...
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Reposted by Ronojoy Mazumdar
They Might Be Giants @tmbg.bsky.social · 14/04/2026
Our new album is out today! A sincere request to help spread the word!
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Reposted by Ronojoy Mazumdar
Adam McKay @ghostpanther.bsky.social · 08/04/2026
And some people gave us shit for Don’t Look Up being too over the top. Man oh man do I wish it was.
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Ronojoy Mazumdar @ronomaz.bsky.social · 07/04/2026
The Future of Life Institute, a think tank whose principles on safety Altman once endorsed, grades A.I. companies on “existential safety”; on the most recent report card, OpenAI got an F. Anthropic got a D and Google DeepMind got a D- (7/7)
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Ronojoy Mazumdar @ronomaz.bsky.social · 07/04/2026
He went on, “I think it’s just, like, wildly important to get how scary that should be. It’s the most reckless thing that has been done.” (6/7)
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