China + 1 = China?

This appeared in the Economic Times on 8 July 2024 as “Chinese takeaway plus one“. Over the last few years, as the US-China strategic conflict has intensified, ‘China+1’ has become a popular phrase. Countries, including India, have jostled to be the ‘+1’, easing policies and providing incentives to attract foreign firms trying to reduce their … Read more

Stresses, known and unknown

Global financial market stress driving market volatility; economic impact of coronavirus and drop in oil prices remain uncertainNeelkanth Mishra | Last Updated at March 15, 2020 23:06 IST (This was published in the Business Standard: link) Global markets are in turmoil. Some volatility is normal: Existential issues generally crop up every year or two, causing … Read more

India, US, and a better case for business

The economic impact of Obama’s trip will be better understood months or years down the line. But a good start has been made.Written by Neelkanth Mishra | Updated: January 29, 2015 2:22:47 am (This was published in the Indian Express: link) It would be myopic to judge the economic impact of US President Barack Obama’s … Read more

The upside of the falling rupee

How India is using the opportunities in a weak currency,  in terms of import substitution and a spurt in exports. Written by Neelkanth Mishra | October 4,  2013 2:29:00 am This appeared in the Indian Express. (link) A weak currency helps growth, and is in many ways equivalent to monetary easing. One recalls the fear … Read more