Piecing together disparate data for economic and market insights
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
2021 not only saw record funding creating a third of the country’s unicorns, but also the first major listings, providing new valuation anchors Neelkanth MishraLast Updated at April 5, 2022 00:15 IST This was published in the Business Standard on April 6, 2022 (link). Over the past year, India added a record 38 new unicorns … Read more
Cross-border capital flows do not just get driven by interest rates; plumbing and savings patterns may matter moreNeelkanth Mishra | Last Updated at November 30, 2020 23:38 IST (This was published in the Business Standard: link) Portfolio equity inflows into emerging markets (EMs) picked up strongly in November as the US election uncertainty lifted, and … Read more
New MPC’s unambiguous messaging on inflation should help buyers of government bonds take the riskWritten by Neelkanth Mishra | Updated: October 12, 2020 8:53:54 am (This was published in the Indian Express: link) The economy is rebounding faster than earlier expected, and year-on-year comparisons, only partly helped by the economic weakness seen in the second … Read more
India needs to bring structural changes, reset targets, influence global policy and choices.Written by Neelkanth Mishra | October 23, 2018 12:11:18 am (This was published in the Indian Express: link) You need energy to grow. This is as true for economies as it is for humans. Whether it is the use of machines in a … Read more
Inflows as a share of GDP are at 2002 levels; policymakers must address structural concernsNeelkanth Mishra | Last Updated at October 2, 2018 23:00 IST (This was published in the Business Standard: link) Like a company that needs external capital to grow faster than it would just with its own savings, maintaining a steady inflow … Read more
GDP growth may get hurt too as a weaker currency and higher interest rates drag down consumption to bridge balance of payments deficitNeelkanth Mishra | Last Updated at September 4, 2018 23:17 IST (This was published in the Business Standard: link) Imagine a household that consumes Rs 100 but only earns Rs 80, and bridges … Read more
With volatility in global currency markets up again, debate on rupee’s correct value has restartedWritten by Neelkanth Mishra | Updated: June 18, 2018 12:43:57 am (This was published in the Indian Express: link) “Are foreign capital inflows India’s ‘Dutch disease’?” An astute observer of the Indian economy asked me this question a few months back. … Read more
It has been one of the weakest currencies globally this year, with suspicions of capital flight and slowing capital inflowsNeelkanth Mishra | Last Updated at April 4, 2018 05:57 IST (This was published in the Business Standard: link) This year, the Indian rupee ranks 26th in strength among the top 30 currencies globally, and is … Read more
Neelkanth Mishra | September 4, 2015, 6:46 AM (This was published in the Economic Times: link) Before one starts to find solutions, it is important to frame the problem well. The coverage of the recent market volatility has focused primarily on the slowdown in China. While that may have been one of the triggers of … Read more