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
With global economic policy preferences being the opposite of those seen after the 2008-09 crisis, so should be the implicationsNeelkanth Mishra | Last Updated : Jul 13 2023 | 9:33 PM IST This appeared in the Business Standard on July 14, 2023 (link). Despite headline inflation having moderated meaningfully from the peak, bond yields in … 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
A slowdown in global demand is underway; Pricing risks could be next, but monetary conditions can remain tight Neelkanth Mishra | Last Updated at September 07 2022 23:49 IST This appeared in the Business Standard on September 8, 2022 (link) This is supposed to be the busiest season for containerships ferrying goods from Asia to … Read more
We discussed the need to devalue the currency, jobs, growth, and a number of other economic issues.
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
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
The surge in energy prices is a concern for growth; even if temporary, a reminder of India’s strategic dependence on imported energy Neelkanth Mishra | Last Updated at November 8, 2021 22:05 IST This was published in the Business Standard on November 9, 2021 (link). Not just humans, but economies also need energy to grow: … Read more
Logistical disruptions are pushing apparent demand away from real demand, exacerbating the bull-whip effectNeelkanth MishraLast Updated at September 1, 2021 22:40 IST This appeared in the Business Standard on September 2, 2021 (link). Over the past eight months, freight rates have risen rapidly. While bulk freight rates have risen too (in particular for the smaller … Read more