Political Analyst, India Research
Amitabh joined TS Lombard in 2007 and is co-head of the India team focussing on politics and governance. He helps investors find investment opportunities in sectors such as infrastructure and mining and also analyses the investment impact of major government initiatives in areas such as biometric identification, financial inclusion and food security. His main themes are the limits on executive power, state capture and crony capitalism. He successfully anticipated the importance of the Modi government’s lack of upper house majority. Amitabh has previous experience as a political risk analyst and as a business journalist in India with Business Standard and Business India Television. He has many TV appearances on CNN, CNBC, Al Jazeera, NDTV and CNN-IBN and publishes in the Financial Times. He has degrees in economics and political science from Delhi University, the University of Chicago and Columbia University.
Amitabh Dubey contributes to the EM Watch and India publications.
EM Watch: Analysis of EM sentiment drivers and fundamental or policy country developments on 10 emerging countries. (Every Monday)
India: On-the-ground coverage of the political economy and policy developments that drive growth and reform. (2 to 4 notes per month)