Piecing together disparate data for economic and market insights
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
The failure of SVB was due to idiosyncratic reasons, but shows how higher rates can expose fault lines in unforeseen placesNeelkanth Mishra | Last Updated at March 13, 2023 22:54 IST This appeared in the Business Standard on March 14, 2023 (link). Over the past several months, as interest-rate expectations have risen rapidly, we have … Read more
Neelkanth Mishra | Last Updated at January 9, 2023 22:55 IST This appeared in the Business Standard on 10 January 2023 (link). In Tessellatum, over the last two months we have discussed two of the major implications of Asia’s ageing: That the demographic shift in 10 major Asian economies (the A-10: China, India, Indonesia, Japan, … Read more
Should the next 5 million software engineers be hired and trained like the first 5 million?Neelkanth MishraLast Updated at October 11, 2021 23:56 IST This appeared in the Business Standard on October 11, 2021 (link). Software, they say, is eating the world: As business processes get automated, more and more software needs to be written, … Read more