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
To minimise economic damage during the lockdown, focus on cash flows, promise of growthNeelkanth Mishra | Last Updated at March 31, 2020 23:49 IST (This was published in the Business Standard: link) “I have seen power blackouts as enemy bombers flew overhead, have stood in long queues to collect kerosene, and have lived through food … Read more
The gap between lending rates and RBI’s repo rate has reached levels only seen in crisesNeelkanth Mishra | Last Updated at November 6, 2019 00:24 IST (This was published in the Business Standard: link) Transmission of interest rates, or rather, the lack of it, is now in a crisis-like situation. The gap between the average … Read more
The bond market has been stress-tested, and is seeing structural strengtheningNeelkanth Mishra | Last Updated at July 3, 2019 02:30 IST (This was published in the Business Standard: link) How worried should one be about the bond market? In a financial market that is constrained for capacity, the bond market was expected to step into … Read more