CNBC TV-18 Interview
https://www.cnbctv18.com/videos/market/buy-banks-on-dips-underweight-on-it-says-credit-suisses-neelkanth-mishra-9226601.htm
Diagnosing the Flood: the puzzle of urban India’s Covid surge
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
A virtuous cycle of entrepreneurship: 100 Unicorns, Part 4
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
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
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
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
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
Retail buys, but stake declines
Retail ownership of the BSE500 has fallen from 21 per cent in 2005 to 14 per cent now despite net buyingNeelkanth MishraLast Updated at March 2, 2021 23:04 IST This appeared in the Business Standard (link). Retail participation in equity markets shot up in India last year, like in most countries. Retail share of trading … Read more
PLI: A pro-growth turn in government policy
The growth impact of PLI schemes could start showing up in FY22Neelkanth MishraLast Updated at February 8, 2021 22:41 IST This appeared in the Business Standard on 8 February 2021 (link). Total central government spending in FY22 should be unchanged from the government’s revised numbers for FY21, with the pandemic-triggered allocations to save lives and … Read more
Credit Suisse’s Mishra on How Budget Will Shape India (Podcast)
This appeared on Bloomberg (link): Ronojoy and I discussed how the budget re-affirmed the government’s pro-growth stance visible since the expansion of the PLI schemes in Nov-2020, bond yields, bad bank, etc.