Taponeel Mukherjee (Formerly at Citi & UBS, presently CEO of Development Tracks, an India-focused advisory and investment business) took some time out to chat on India's recent infrastructure journey, his key takeaways from last five years wrt infra policy, capital, and execution, and everyone's favourite - potential lapses, reflections and areas of improvement for the future.
A firm believer of the India story, Taponeel emphasizes the need for patience, the presence of robust feedback loops involving all stakeholders, and shows a clear preference for iterative reforms instead of a heavy handed approach.
In this wide-lens podcast, we touch upon:
What Went Right for India's Infrastructure?
Problem, Solution, Problem, Solution
Stress to Power
Roadblocks to Long Dated Capital
Aviation and Why Failure May be Good
S3 Ep37: Plus Minus, Next Five, Mile High