Piecing together disparate data for economic and market insights
Here Mukesh and I explore why the Trump moves aren’t just about trade, but about four bigger objectives. Covering various topics from stagnant U.S. wages and life expectancy gaps to America’s renewed manufacturing drive for national security, this we discuss the forces influencing today’s shifting geopolitical landscape. We explore why a dollar devaluation may be … Read more
Last Updated: May 13, 2025, 12:44:00 AM IST This appeared in the Economic Times on 13 May 2025 (link) An investing Rip Van Winkle who went to sleep on April 1 and woke up now, would not realise the world had seen the biggest shock to global trade since WW2. Equity markets, including in the … Read more
This appeared in the Economic Times on 8 July 2024 as “Chinese takeaway plus one“. Over the last few years, as the US-China strategic conflict has intensified, ‘China+1’ has become a popular phrase. Countries, including India, have jostled to be the ‘+1’, easing policies and providing incentives to attract foreign firms trying to reduce their … Read more
This conversation occurred on 21 August 2023 as the 17th edition of the Axis Bank Treasury Market Talks.
Unlike many times earlier, the Communist leadership may not have a policy fix for China’s economic troubles this time. This has serious repercussions for the country and the world. Neelkanth Mishra | 16 August 2023 This was published in the Times of India on 16 August 2023 (link). This is not the first time that … Read more
Recent evidence of a sharp slowdown in house construction in major markets poses downside risks to global growthNeelkanth Mishra | Apr 10 2023 | 10:31 PM IST This appeared in the Business Standard on April 11, 2023 (link). An important and potent channel of monetary policy transmission is the housing market. Weakness in housing demand … 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
Jan 30, 2022, 20:00 IST | Neelkanth Mishra This appeared in the Times of India on 31 January, 2022 (link). There’s something to cheer before the budget – India’s goods exports are a record high $393 billion, after having stagnated in the $250-330bn annual range for a decade. A robust revival in global goods trade … Read more
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