By how much should FY22 and FY23 GDP growth be upgraded?
The ET Now interview was conducted on 16-June. It can be accessed here. Economic Times published the transcript of the interview here.
TV Interview
CNBC TV-18 Interview
https://www.cnbctv18.com/videos/market/buy-banks-on-dips-underweight-on-it-says-credit-suisses-neelkanth-mishra-9226601.htm
Budget Expectations: how much more can the government spend?
Main points made:1. Important to predict what is likely to happen rather than what should happen 2. More than in normal years, significant uncertainty in nominal GDP growth assumption for FY22. The right measure would be to compare FY22 real growth over FY20 – current consensus assumptions are too low. If one takes +5%, FY22 … Read more