savings – Tessellatum

Asia the saver

January 10, 2023 by thetessellatum

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

A narrow window of opportunity

November 15, 2022 by thetessellatum

Thailand and China are at risk of growing old before they grow rich; India must grow its GDP at 8-9 per cent or more to avoid that fate Neelkanth Mishra | Last Updated at November 15, 2022 00:31 IST This appeared in the Business Standard on 15 November 2022 (link). As several large economies in … Read more

Cheap money does not mean more capital flows

January 1, 2021November 30, 2020 by thetessellatum

Cross-border capital flows do not just get driven by interest rates; plumbing and savings patterns may matter moreNeelkanth Mishra | Last Updated at November 30, 2020 23:38 IST (This was published in the Business Standard: link) Portfolio equity inflows into emerging markets (EMs) picked up strongly in November as the US election uncertainty lifted, and … Read more

Are financial savings under-reported?

January 1, 2021April 30, 2019 by thetessellatum

If the real repo rate, the term premium and credit spread were to normalise, borrowing rates could fall by more than 2 percentage pointsNeelkanth Mishra | Last Updated at April 30, 2019 21:37 IST (This was published in the Business Standard: link) Are we saving enough? Like it is for households, the question is an … Read more