Posts

The Stability of the Graveyard: Why Bangladesh Must Unleash its Economy Now

26 February 2026 For the past year, Bangladesh has been celebrated in donor boardrooms for its "stability." We are told the Taka is steady and reserves have climbed past $30 billion. But for the entrepreneur running a cement plant at 30% capacity, or the family struggling to secure a mortgage at 15% interest, this isn't stability—it is the quiet of the graveyard. The interim government’s economic strategy was  all about performing a "controlled crash" to cure inflation. In the process, it is destroying the country’s industrial heart. It is time to stop the bleeding and implement liberal market policies that empower the domestic buyer and jumpstart the "Tiger" once again. The Reserve Paradox: Wealth or De-industrialization? The government proudly points to rising forex reserves as a badge of success. However, any honest look at the ledger reveals a darker truth: reserves are building primarily because imports have collapsed. When capital machinery settl...

The Amazon Economy Under Attack: Why the Critics Are Wrong on India, Wrong on China, and Wrong On Bangladesh

15 November 2025 The latest “cold-eyed” critique of Bangladesh’s Amazon Economy blueprint tries to do three things at once: 1. Shrink India’s digital export success into a cautionary tale because India has a trade deficit with China.  2. Pretend Amazon is structurally built only for Chinese factories, so everyone else is just collateral damage.  3. Use toy arithmetic to declare Bangladesh’s targets for exporters and jobs “fantasy”. Let’s take that apart properly. 1. India Is Our Benchmark, Not Our Punchline The critic’s favourite move is: “India’s programme has been running for nine years in an economy ten times larger. It has maybe 150,000 exporters. So how can Bangladesh dream of 300,000?” Three problems. (a) They’re lowballing India Amazon’s own latest numbers say something else: - Indian sellers have already crossed $20 billion in cumulative e-commerce exports through Amazon’s Global Selling programme since 2015. - Amazon now publicly targets $80 billion b...