bond yields – Tessellatum

The risk of accidents

July 5, 2022 by thetessellatum

Growth downturns can expose vulnerabilities that increase market risks Neelkanth Mishra | July 4, 2022 22:44 IST This appeared in the Business Standard on July 5, 2022 (link). There are two drivers of market downturns: Cuts to forward earnings estimates and a decline in the price-to-earnings (P/E) multiple that investors ascribe to them. A 15 … Read more

Credit Suisse’s Mishra on How Budget Will Shape India (Podcast)

February 4, 2021 by thetessellatum

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.

A Premature tightening: No reason for bond yields to stay at elevated levels

January 1, 2021March 7, 2018 by thetessellatum

But waiting for the market to self-correct could be costly for the economyNeelkanth Mishra | Last Updated at March 7, 2018 05:57 IST (This was published in the Business Standard: link) At just about the same time that India’s economic growth has started to pick up from the recent trough, monetary conditions have begun to … Read more