Piecing together disparate data for economic and market insights
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
The persistent gap between credit and deposit growth has perplexed many. Could it be due to shortfalls in money injection by the RBI?Neelkanth Mishra | Jun 05 2023 | 8:54 PM IST This appeared in the Business Standard on 6 June 2023 (link). Over the past year, deposit growth in the Indian banking system has … Read more
Indian government bonds are now cheaper than Indian equities. The post-Budget rise in bond yields in India is more due to plumbing challenges than insufficient savings Neelkanth Mishra | Last Updated at February 7, 2022 23:20 This appeared in the Business Standard on February 8, 2022 (link). As economies emerge out of the shadows of … Read more
Fight against the last vestiges of inflation threatens to undo significant policy gains of recent yearsNeelkanth Mishra | Last Updated at June 5, 2019 02:18 IST (This was published in the Business Standard: link) It is rare for consensus to emerge among hundreds of millions of humans. When it does, like it did in the … Read more
The constraints in the financial system have further worsened the monetary tightness. As growth continues to slow and inflation stays below the target, interest rates may keep falling, but likely not fast enough to revive growth quickly.Written by Neelkanth Mishra | Updated: April 17, 2019 7:38:21 am (This was published in the Indian Express: link) … Read more