Signals through the fog

Logistical disruptions are pushing apparent demand away from real demand, exacerbating the bull-whip effectNeelkanth MishraLast Updated at September 1, 2021 22:40 IST This appeared in the Business Standard on September 2, 2021 (link). Over the past eight months, freight rates have risen rapidly. While bulk freight rates have risen too (in particular for the smaller … Read more

Global Economy: Sunnier growth with a chance of volatility

The pandemic will leave some economic scars globally; given the uncertainty in the global economy and polity, our policymakers must avoid dogma and remain agile. Neelkanth Mishra | January 9, 2021This appear in India Today (link). ISSUE DATE: January 18, 2021 UPDATED: January 9, 2021 02:36 IST Hope 2021 is better than 2020” sets a … Read more

Sober Thalinomics: Low food inflation must continue to be a key policy goal in India

Neelkanth Mishra in TOI Edit Page | February 7, 2020, 7:42 AM IST (This was published in the Times of India: link) The distress caused to farmers due to low food prices is now well-documented: As the terms of trade turned against farmers, an important channel of transfer of wealth from the rich to the … Read more