Piecing together disparate data for economic and market insights
This appeared in the paper on 13 December 2021 (link). Equity risk premium of Indian markets is still near historic lows, indicating that the strong medium-term prospects for Indian economy are more than priced in, said Neelkanth Mishra, co-head of Asia-Pacific strategy and India equity strategist at Credit Suisse. In an interview, Mishra said policymakers … Read more
25 minute interview with Latha Venkatesh, Sonia Shenoy and Anuj Singhal on CNBC TV-18.
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 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
The growth impact of PLI schemes could start showing up in FY22Neelkanth MishraLast Updated at February 8, 2021 22:41 IST This appeared in the Business Standard on 8 February 2021 (link). Total central government spending in FY22 should be unchanged from the government’s revised numbers for FY21, with the pandemic-triggered allocations to save lives and … Read more
The narrower stock-market indices may stay disconnected from prospects of the Indian economyNeelkanth Mishra | Last Updated at February 12, 2020 22:23 IST (This was published in the Business Standard: link) The stock market is widely believed to be a forward-looking indicator of the economy. While one may struggle to find an individual who has … Read more
Since demonetisation, 10.1 mn new taxpayers have filed returns, versus an average of 6.2 mn in the prior 13 monthsNeelkanth Mishra | Last Updated at January 30, 2018 12:47 IST (This was published in the Business Standard: link) The Economic Survey 2018 (ES) is not really a precursor to the Union Budget 2018; that is, … Read more
Why popular stockmarket indices are not an accurate barometer of the robustness of the Indian economy.Written by Neelkanth Mishra | Updated: December 22, 2015 12:09:36 am (This was published in the Indian Express: link) Headlines mislead sometimes (some would say at all times). The tyranny of the headline lies in its indispensability despite it being … Read more