Column

Food, the switch and the wardrobe

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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

How to open up?

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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 indifferent market

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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

A virtuous cycle of entrepreneurship: 100 Unicorns, Part 4

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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

The start, not the end, of Unicorn seeding: 100 Unicorns, Part 3

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Neelkanth MishraLast Updated at April 21, 2021 22:20 IST This appeared in the Business Standard on 22 April 2021 (link). In the first part of this four-part ser­ies, we saw how the advent of private equity is reshaping India’s corporate landscape. In the second, we explo­red the progress in layers, driving rapid and broad-based grow­th. … Read more

Progress comes in layers: 100 Unicorns, Part 2

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The ‘Silent Transformation of India’ is now maturing, creating a fertile ground for growth of new businessesNeelkanth MishraLast Updated at April 14, 2021 22:38 IST This appeared in the Business Standard on 15 April, 2021 (link). Just funding doesn’t a business make. Last week, in the first part of a four-part series on the discovery … Read more

Dysfunction in the bond market

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Written by Neelkanth Mishra | Updated: April 6, 2021 8:56:44 am This appeared in the Indian Express on April 6, 2021 (link) Does it even matter what interest rate the government pays on the debt it takes? Interest on government debt is a transfer from taxpayers to savers (who own government bonds), and as the … Read more

India’s changing corporate landscape: 100 Unicorns, Part 1

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We are in the early stages of an extraordinary episode of rapid scaling up of new companiesNeelkanth MishraLast Updated at April 5, 2021 23:10 IST This is the first in a four-part series published in the Business Standard (link). Over the past 15 years, economic activity as well as wealth creation has shifted noticeably to … Read more