Piecing together disparate data for economic and market insights
Neelkanth Mishra | Sep 16, 2024, 11:40:00 PM IST This appeared in the Economic Times on 17 September 2024 (link). The economy has slowed over the past few months. Sales growth has decelerated for both consumption items like cars, and for proxies of investment like cement. This was visible in the June quarter GDP report, … Read more
Neelkanth Mishra | 2 November 2023 This appeared in the Economic Times on 2 November 2023 (link). Nineteen months after the Fed started hiking interest rates, and forecasters issued recession warnings, US growth remains robust, with 2023 forecasts getting upgraded. Economic output in the September 2023 quarter rose a remarkable 4.9% year-on-year, much better than … Read more
This conversation occurred on 21 August 2023 as the 17th edition of the Axis Bank Treasury Market Talks.
Ageing populations are likely to slow capital formation in North Asia, hurting global growth Neelkanth Mishra | Published in the Business Standard on February 06, 2023 (link) In Tessellatum in the last three months, we have discussed three of the major implications of Asia’s ageing: That demographic shift in 10 major Asian economies (the A-10: … Read more
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
Even as some inflationary impulses fade, others of more recent vintage pose new and bigger risks; one must disentangle multiple strands to reduce risk of policy errors Neelkanth Mishra | Last Updated at June 6, 2022 22:27 IST This appeared in the Business Standard on June 7, 2022 (link). An idealised wave has a predictable … Read more
If energy prices remain this high for a year, they could shave 3 per cent off India’s GDP, weaken the currency Neelkanth Mishra | Last Updated at March 7, 2022 21:50 IST This appeared in the Business Standard on March 8, 2022 (link). We ended the Tessellatum last November, The Energy Headwind, with a hope … Read more
Data shows India’s top 10% in brisk consumption mode. Trend will likely hold post-festivals Neelkanth Mishra | Oct 19, 2021, 19:14 IST This appeared in the Times of India on October 20, 2021 (link). Our mobility-based estimate of GDP suggests the rate of output last fortnight was where it would have been had there been … Read more