Piecing together disparate data for economic and market insights
Here Mukesh and I explore why the Trump moves aren’t just about trade, but about four bigger objectives. Covering various topics from stagnant U.S. wages and life expectancy gaps to America’s renewed manufacturing drive for national security, this we discuss the forces influencing today’s shifting geopolitical landscape. We explore why a dollar devaluation may be … Read more
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
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
Written Neelkanth Mishra | Updated: Jan 2 2014, 02:56am hrs (This was published in the Financial Express: link) In an earlier column in this paper, we pointed out that expectations of a sharp revival in large-scale investments post elections in 2014 are misplaced (Elections won’t trigger revival, December 12, 2013, goo.gl/h3drK6). Middle-income consumption growth is … Read more