Global growth concerns, India growth outlook
25 minute interview with Latha Venkatesh, Sonia Shenoy and Anuj Singhal on CNBC TV-18.
Food, the switch and the wardrobe
Opening up in the US may switch spending to services and wardrobe restocking, and de-stock overflowing pantries Neelkanth MishraLast Updated at July 5, 2021 22:37 IST This appeared in the Business Standard on 6-July-2021 (link). Retail sales in a country, dependent on the collective habits and budgets of millions of households, tend to be quite … Read more
By how much should FY22 and FY23 GDP growth be upgraded?
The ET Now interview was conducted on 16-June. It can be accessed here. Economic Times published the transcript of the interview here.
How to open up?
To know where to go, we must know where we are; a nation-wide seroprevalence study may cost one-hundredth of the GDP it can help saveNeelkanth MishraLast Updated at May 31, 2021 23:26 IST This appeared in the Business Standard on 1 June 2021 (link). With active Covid cases having fallen to nearly half the peak … Read more
The indifferent market
The expectation that restrictions may last weeks and not months explains the market’s apparent casual view of the pandemic Neelkanth Mishra | Last Updated at May 9, 2021 22:07 IST This appeared in the Business Standard on May 9, 2021 (link). Despite the scary increase in daily new cases and deaths in the second wave … Read more
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