Piecing together disparate data for economic and market insights
thetessellatum Commercialisation of leisure could be the solution to many economic problems Neelkanth MishraLast Updated at August 2, 2021 23:16 IST This appeared in the Business Standard on August 3, 2021 (link). In 1930, the great economist J M Keynes wrote in his essay “Economic Possibilities for our Grandchildren” that in a hundred years, the average … Read more
Written by Neelkanth Mishra |Updated: July 22, 2021 8:03:13 am What will India’s post-restriction economic output look like? It is likely to be much higher than currently expected, but still below the pre-pandemic path This column first appeared in the print edition on July 22, 2021 in the Indian Express (link). Now that there is … Read more
25 minute interview with Latha Venkatesh, Sonia Shenoy and Anuj Singhal on CNBC TV-18.
Opening up in the US may switch spending to services and wardrobe restocking, and de-stock overflowing pantries Neelkanth MishraLast Updated at July 5, 2021 22:37 IST This appeared in the Business Standard on 6-July-2021 (link). Retail sales in a country, dependent on the collective habits and budgets of millions of households, tend to be quite … Read more
The ET Now interview was conducted on 16-June. It can be accessed here. Economic Times published the transcript of the interview here.
To know where to go, we must know where we are; a nation-wide seroprevalence study may cost one-hundredth of the GDP it can help saveNeelkanth MishraLast Updated at May 31, 2021 23:26 IST This appeared in the Business Standard on 1 June 2021 (link). With active Covid cases having fallen to nearly half the peak … Read more
The expectation that restrictions may last weeks and not months explains the market’s apparent casual view of the pandemic Neelkanth Mishra | Last Updated at May 9, 2021 22:07 IST This appeared in the Business Standard on May 9, 2021 (link). Despite the scary increase in daily new cases and deaths in the second wave … Read more
https://www.cnbctv18.com/videos/market/buy-banks-on-dips-underweight-on-it-says-credit-suisses-neelkanth-mishra-9226601.htm
The surge in cases and deaths might be a result of patient migration from surrounding districts. A revamp of rural healthcare system is urgent. Written by Neelkanth Mishra | May 5, 2021 3:39:15 am This appeared in the Indian Express under the print title “Delhi’s Covid Surge” on May 5, 2021 (link). Does seroprevalence (the … Read more
In a country notorious for stifling private enterprise, can the next decade be the best ever for new businesses?Neelkanth MishraLast Updated at April 29, 2021 00:17 IST In the first three parts of this series, we saw how India’s corporate landscape is transforming, the progress in layers that is driving rapid and broad-based growth, and … Read more