Neelkanth Mishra
The writer is co-head of Asia Pacific Strategy and India Strategist for Credit Suisse.
Thu, Apr 21, 2022
Devesh Roy and Neelkanth Mishra write: India’s prospects for sustained wheat exports are limited. The surplus stocks are a fraction of the quantity exported annually by Russia and Ukraine.
Wed, Feb 02, 2022
Neelkanth Mishra writes: Government now has more funds than it can allocate
Fri, Oct 15, 2021
Neelkanth Mishra writes: While there are certain risks, for now, the flow of funds is a welcome booster for an economy that is still recovering from the pandemic
Thu, Jul 22, 2021
Neelkanth Mishra writes: It is likely to be much higher than currently expected, but still below the pre-pandemic path
Wed, May 05, 2021
The surge in cases and deaths might be a result of patient migration from surrounding districts. A revamp of rural healthcare system is urgent.
Tue, Apr 06, 2021
Tapping foreign savings is one step in the right direction, but more needs to be done to make the economy conducive to post-pandemic recovery.
Tue, Feb 02, 2021
Despite being acutely aware of the plight of the urban poor, given the lack of efficient channels to provide direct help, the government is relying on boosting economic growth, which can then create opportunities for them.
Sat, Jan 30, 2021
On February1, Finance Minister Nirmala Sitharaman will present what could turn out to be India's most consequential Budget in years. What is the status of the post-Covid recovery process, and what are the concerns going forward? What should you look for in the Budget – and what should the Budget be looking at?
Sat, Nov 14, 2020
One must appreciate the restraint in “spending other people’s money”, a tendency most regimes find hard to resist. But it is equally important that nominal GDP growth picks up strongly.
Mon, Oct 12, 2020
The economic scars of the last six months are likely to take time to heal, the financial system still needs a major overhaul, and the only permanent solution to the large BoP surplus is stronger domestic demand, which will take time, and is best achieved through a well-designed fiscal stimulus.
Sun, Sep 13, 2020
The contraction seen in first-quarter GDP data is severe, but not unexpected. What should be done — or not done – at the level of govt policy so that the economy gets a chance to rebound as quickly as possible?
Wed, Jul 29, 2020
As private investment and consumption settle at far lower levels than earlier anticipated, the government’s role in the economy over the next two years or so would need to be much larger than it has been in the last three decades.
Fri, May 15, 2020
We believe a continued focus on reforms and on sustaining India’s growth potential will be critical in preventing macroeconomic instability.
Sat, Mar 28, 2020
Some observers are also concerned about what high deficits would do to India’s credit ratings. It remains to be seen how agencies respond to globally large fiscal deficits monetised by central banks; India may not be an outlier here.
Thu, Feb 06, 2020
With central reforms increasingly announced outside budget speeches, and both revenue and expenditures starting to become predictable, it might be more productive for public attention to move to other areas of government functioning like state and municipal budgets.
Fri, Aug 30, 2019
The government needs to take a decisive approach on the financial architecture in India: It needs to take an axe to the system, as a scalpel will no longer suffice.
Mon, Jul 08, 2019
Budget takes a calculated risk to fund part of borrowings through foreign currency bonds
Fri, May 31, 2019
New government should utilise its enormous political capital to introduce economic reforms
Wed, Apr 17, 2019
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.
Tue, Feb 05, 2019
The income transfer scheme was the highlight of the budget. But its success will need deft manoeuvring.
Tue, Oct 23, 2018
India needs to bring structural changes, reset targets, influence global policy and choices.
Mon, Jun 18, 2018
With volatility in global currency markets up again, debate on rupee’s correct value has restarted
Mon, Jul 03, 2017
We need to build institutional memory, improve decision-making. Let’s start with data
Thu, Mar 30, 2017
Recent surveys suggest a sharp drop in agricultural employment. What must the government do?
Fri, Dec 30, 2016
Cards provide better security and don’t face the problem of providing change.