The Seen and the Unseen - hosted by Amit Varma cover image

Ep 347: India's Massive Pensions Crisis

The Seen and the Unseen - hosted by Amit Varma

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The Fiscal Crisis and Restrictive Investment Guidelines

The chapter discusses the fiscal crisis surrounding the shift back to the OPS and explores the restrictive investment guidelines in India's pension funds. It emphasizes the importance of equity investments and global diversification for higher accumulations, but notes that India is still hesitant to invest in global markets. The chapter also highlights how the mandates on government bonds limit diversification and overlook the differences in financial management among states.

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