Piecing together disparate data for economic and market insights
Neelkanth Mishra | March 28, 2024, 11:45pm This was published in the Economic Times on 29 March 2024 (link). ‘If the economy is growing so fast, why is our volume growth so weak?’ is a question asked by management teams of several large consumer companies. These concerns have intensified after the recent strong GDP release, … Read more
Even as headline GDP growth slows, the pickup in investments is making it more balancedNeelkanth Mishra | Last Updated at December 4, 2018 23:30 IST (This was published in the Business Standard: link) The economy seems to have ‘slowed’ earlier than most forecasters expected, and even before the funding freeze for non-banking financial companies (NBFCs) … 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
Written Neelkanth Mishra | Updated: Jan 2 2014, 02:56am hrs (This was published in the Financial Express: link) In an earlier column in this paper, we pointed out that expectations of a sharp revival in large-scale investments post elections in 2014 are misplaced (Elections won’t trigger revival, December 12, 2013, goo.gl/h3drK6). Middle-income consumption growth is … Read more