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Indranil Ghosh

Articles by Indranil Ghosh

Real Estate and Covid-19: From Rent-Seeking to Value-Added?

28 days ago

By Indranil Ghosh and Matthias Lomas Martin Sorrell, the former CEO of advertising giant WPP who now runs S4 Capital, says remote working is “energizing,” and is now keener to spend on his staff rather than “expensive offices.” It’s a theme echoed by titans of industry from banking, to tech, to consumer goods. In fact, flagging demand, remote working, and concerns about public health could jolt the entire real estate sector from an over-reliance on inflated valuations to a focus on adding value through increased safety, flexibility, and cost efficiency.Real estate values have soared this century, especially in cities and their commuter towns. Since the height of the real estate bubble in 2007, house prices were up 15% in the US, 21% in the UK and 40% in Australia, Canada, and New Zealand

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George Floyd and the Failure of Inclusive Governance

June 29, 2020

By Indranil Ghosh and Matthias LomasIn the wake of the Covid-19 crisis and global civil unrest resulting from the police killing of George Floyd, there has been much soul-searching on how to expunge inequities in American society. The protests have spread like wildfire across the world, especially the multicultural societies of Europe where similar inequities are felt among minority communities. Much of the press coverage has focused on racism ingrained judicial system and knee-jerk policies to de-fund the police. But we must look deeper to understand what we can do to eliminate the injustices African Americans face. One of my friends, a LA media executive, put it well when he wrote to me saying:“The quarantine forced some of us to spend time reflecting on where we are at. Then George

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Who Will Survive the Covid-storm?

June 15, 2020

This article was co-authored with Gina Sanchez, CEO of Chantico GlobalAs the Covid-19 death toll has raced past 100,000 in the US, and unemployment reached 40 million, you would expect stock markets to be in freefall. Instead, after plunging by more than one third between February 19 and March 23rd, the S&P 500 has pared back 70% of its losses over the past few months. The market is pricing in a strong recovery fueled by government stimulus and a release of pent-up demand. But it knows that a severe Depression could be triggered by a plethora of heavy downside risks, such as administrative and political log-jams in implementing stimulus programs, collapsing consumer confidence, contracting credit lines, and supply bottlenecks. And looming over any attempt to ease the current lockdowns, is

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