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Naveen Gondhi

Associate Professor of Finance · INSEAD

Associate Professor of Finance at INSEAD's Singapore campus. His research covers behavioral finance, corporate finance and asset management, centred on how information is generated and interpreted in financial markets.

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Online First Journal of Political Economy Online 31 Aug 2026

Strategic Wishful Thinking: Implications for Forecasts

Snehal Banerjee · Jesse Davis · Naveen Gondhi

Survey forecasts depart from rational expectations in ways that look contradictory: consensus forecasts under-react to news, individual forecasts of macroeconomic variables tend to over-react, and …

Expectations Expectations Learning Nowcasting Forecasting Financial Markets