Piecing together disparate data for economic and market insights
The failure of SVB was due to idiosyncratic reasons, but shows how higher rates can expose fault lines in unforeseen placesNeelkanth Mishra | Last Updated at March 13, 2023 22:54 IST This appeared in the Business Standard on March 14, 2023 (link). Over the past several months, as interest-rate expectations have risen rapidly, we have … Read more
Ageing populations are likely to slow capital formation in North Asia, hurting global growth Neelkanth Mishra | Published in the Business Standard on February 06, 2023 (link) In Tessellatum in the last three months, we have discussed three of the major implications of Asia’s ageing: That demographic shift in 10 major Asian economies (the A-10: … Read more
As the resilience of the domestic economy gets tested by global headwinds, deft fiscal manoeuvres may be necessary Updated: February 2, 2023 07:40 IST | Neelkanth Mishra This appeared in the Indian Express on February 2, 2023 (link) As the state’s footprint on the economy has shrunk over the past three decades, the relevance of … Read more
Neelkanth Mishra | Last Updated at January 9, 2023 22:55 IST This appeared in the Business Standard on 10 January 2023 (link). In Tessellatum, over the last two months we have discussed two of the major implications of Asia’s ageing: That the demographic shift in 10 major Asian economies (the A-10: China, India, Indonesia, Japan, … Read more
While the economy may be slowing, it is growing above consensus estimates Neelkanth Mishra | December 31, 2022 11:56 IST This appeared in the Indian Express on 31 December, 2022 (link) Restrictions imposed on activities were fully eased only around March this year. But, they had mostly been lifted by September 2021. We can now … Read more
Neelkanth Mishra | Last Updated at December 12, 2022 22:51 IST This was published in the Business Standard on December 13, 2022 (link). In the Tessellatum last month, we discussed the first major finding from our project assessing the impact of Asia’s ageing on the global supply of workers and savings, and on global economic … Read more
Thailand and China are at risk of growing old before they grow rich; India must grow its GDP at 8-9 per cent or more to avoid that fate Neelkanth Mishra | Last Updated at November 15, 2022 00:31 IST This appeared in the Business Standard on 15 November 2022 (link). As several large economies in … Read more
India’s strong medium-term growth outlook may not suffice for foreign capital to flow, as existing channels that bring global savings to India face turbulence Neelkanth MishraLast Updated at October 3, 2022 22:14 IST This appeared in the Business Standard on October 4, 2022 (link). “Why will global savings not flow to India if India has … Read more
A slowdown in global demand is underway; Pricing risks could be next, but monetary conditions can remain tight Neelkanth Mishra | Last Updated at September 07 2022 23:49 IST This appeared in the Business Standard on September 8, 2022 (link) This is supposed to be the busiest season for containerships ferrying goods from Asia to … Read more
Neelkanth Mishra | Aug 30, 2022 Key policymakers NK Singh and PK Mishra have written an insightful book on the dos and don’ts This appeared in the Times of India on August 31, 2022 (link). How does the will of the people translate into action? In a fast changing world, how should the few acting … Read more