Neelkanth Mishra
@neelkanthmishra
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Chief Economist, Axis Bank and Head of Global Research, Axis Capital. Tweets are personal. Retweets are not endorsements.
Mumbai
Joined July 2009
Millions of years ago our antecedents had a massive sacrifice of their left hemisphere. We lost a lot of short term memory and replaced it with Broca’s, Wernicke & the phonological loop. But why? So we can—talk. Thus chimpanzees can do this—we can’t: https://t.co/uICslSn4yO
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Again brilliant by @neelkanthmishra Consolidation of FY25 general deficit was not 0.8%, 1.3%; extra 0.5% was GST compensation fund used to pay FY21/FY22 loans So, he says India's inherent trend growth stronger from FY26 than it looks with no fiscal and credit pressure anymore
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Reasons for tepid response in oil prices to new sanctions on Russia are not just US policy volatility, past inability to enforce sanctions, or that these may not last. Supply & demand are factors too: IEA 4mn bpd excess supply in 2026. My ToI column today:
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#OnETNOW | Neelkanth Mishra says GST cuts won’t hit fiscal; growth driven by NBFCs, capex, and infrastructure @neelkanthmishra #GST #FiscalPolicy #IndiaGrowth
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In the 18-19th century, the seven islands of Mumbai were stitched into one city. In the 21st, that fabric is now being woven even tighter — with a new-age Metro gliding beneath them. Its tunnels pass under what was once a fortified town, later Hornby Road of Governor William
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Why GST 2.0 Marks a Turning Point in India’s Tax Reform Journey @neelkanthmishra and @sameershetty29 in conversation https://t.co/CihVuZed0Q
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@neelkanthmishra and I discuss GST 2.0 and potential impact on the economy in this week's #opendialogue
@AxisBank
https://t.co/qiOTYRB2wU
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At #GFF2025, the session ‘Digitally Included: Building a Financial Ecosystem for All’ explored Aadhaar’s role in driving financial inclusion and enabling access for every citizen. #Aadhaar #GFF #GlobalFintechFest
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Industries finally returning to Bihar—There is Britannia, Zara, Van Heusen and Adani https://t.co/93yckRt3hN via @ThePrintIndia
theprint.in
Between 2016 and 2020, 1,238 factories received Phase One clearance, attracting ₹16,832 cr in investment. Since 2020, that figure has leapt to 2,154 factories, with investment ballooning to ₹90,503...
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Superb to hear this! A @BecknProtocol equivalent for P2P messaging? https://t.co/D7YbxZNzi2 [PDF] This is the way to take on Big Tech, not by mindless brute force or mercantilist approaches. @UPI_NPCI took out entrenched card network monopolies the same way.
On Arattai, we have initiated discussions with Sharad Sharma of iSpirt, the group that did the technical work to make UPI happen, to standardize and publish the messaging protocols. I am a huge fan of UPI and hugely respect the work the team did. Sharad is a good friend and he
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The 16th #Aadhaar Day begins on an inspiring note with the Inaugural Session led by @SecretaryMEITY, Sh. S Krishnan as Chief Guest, in presence of Chairman UIDAI @neelkanthmishra, Member UIDAI Prof. Mausam, @ceo_uidai, and other senior officials from UIDAI State Governments. This
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🇮🇳 World Champion 🥊 🥇 History made 🥇 Congratulations to Naib Subedar Jaismine Lamboria on winning the Gold Medal at the World Boxing Championships and becoming the 𝐟𝐢𝐫𝐬𝐭 𝐈𝐧𝐝𝐢𝐚𝐧 𝐀𝐫𝐦𝐲 𝐁𝐨𝐱𝐞𝐫 to achieve this feat. A powerful display of strength, spirit, and
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India’s trillion-dollar opportunities across semiconductors, AI, digital public infrastructure Brilliant discussion this featuring @neelkanthmishra in conversation with @shrishtie on Indian Semicondcutor Mission and the distance that we have covered https://t.co/PxrW30TOvi
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He is one of India’s sharpest economic minds. He advises on where policy meets execution, from semiconductors to GST to digital public infrastructure. He is the Managing Director and Head of Global Research at Axis Capital Ltd. and the Chief Economist at @AxisBank He serves
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Picked up valuable insights on Gsecs (from the sov rating part), and on skill building. Despite being familiar with your take on most topics, these podcasts always roll only at 1x for me. 1.3x not happening !
In this @CareEdge_Group #InsightEdge podcast, Rajani and I discuss among other things how tariffs are a narrow prism of India-US relationship, and that US administrations go through much trial-and-error before problems get solved
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Great to hear your thoughts on #IndiaUSRelations and #IndiaUSTrade Also great to understand the dynamics of #NewWorldOrder
#ChinaStory
In this @CareEdge_Group #InsightEdge podcast, Rajani and I discuss among other things how tariffs are a narrow prism of India-US relationship, and that US administrations go through much trial-and-error before problems get solved
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In this @CareEdge_Group #InsightEdge podcast, Rajani and I discuss among other things how tariffs are a narrow prism of India-US relationship, and that US administrations go through much trial-and-error before problems get solved
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Full episode with @neelkanthmishra out now on The Money Mindset ✨ In an environment where everything is uncertain: jobs , climate, macroeconomis and geopolitics, how will assets perform over the next few years ? Neelkanth Mishra , chief economist at Axis bank talked to me
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At 10 AM tomorrow, 2nd September, will inaugurate Semicon India - 2025, an important platform that brings together leading stakeholders from the world of semiconductors. This is a sector in which India’s recent strides have been remarkable. The Conference will focus on key themes
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