Piecing together disparate data for economic and market insights
Written Neelkanth Mishra | Updated: Oct 8 2013, 08:20am hrs (This was published in the Financial Express: link) With the rupee stabilising after a strong rebound, and a semblance of confidence having returned, it is time to look back and take stock of what really happened in July and August, when it seemed as if … Read more
Written by Neelkanth Mishra | Updated: Jul 31 2013, 11:06am hrs (This was published in the Financial Express: link) There is a perceptible fear among investors and corporates that the Reserve Bank of Indias recent tightening of liquidity to protect the currency is a precursor to a prolonged period of high interest rates. To assess … Read more
Written by Neelkanth Mishra | Updated: Oct 30 2012, 06:47am hrs (This was published in the Financial Express: link) What one does not understand, one distrusts. FII equity flows into India continued for the last two years even through a sharp deterioration in economic fundamentals. The trickle turned into a flood recently as the government … Read more