Piecing together disparate data for economic and market insights
Housing down-cycle shaved more than 1 per cent from growth annually for nearly a decade; it is turning now Neelkanth Mishra | Last Updated at December 13, 2021 23:10 IST This appeared in the Business Standard on 14 December 2021 (link). India needs to build one crore new houses every year. The country’s population will … Read more
This appeared in the paper on 13 December 2021 (link). Equity risk premium of Indian markets is still near historic lows, indicating that the strong medium-term prospects for Indian economy are more than priced in, said Neelkanth Mishra, co-head of Asia-Pacific strategy and India equity strategist at Credit Suisse. In an interview, Mishra said policymakers … Read more
Over the next 3-5 years, there’s enough banking capacity to support healthy economic growth Neelkanth Mishra | Dec 9, 2021, 19:32 IST This appeared in the Times of India print version on December 10, 2021 (link) Despite RBI’s official stance staying ‘accommodative’, normalization of monetary policy in India started in September, with the central bank … Read more
In this episode of PanchaMantra, we discuss the housing market. Housing is one of the highest value needs of a family. In India, structural demand growth should persist for at least two more decades if not longer. Why then did a prolonged down-cycle in dwelling construction shaved more than one percent a year from GDP … Read more