Author name: Saurabh Pingle

Our view remains that Indian bonds are experiencing strong tailwinds which are a combination of short term (cyclical) and medium

The bond story continues to run strongly. Locally, the budget gave final proof of policy continuity and commitment to fiscal

The monetary policy review was largely around expected lines with both rates and stance kept unchanged with a majority of

The monetary policy review for June was status quo on rates and stance but with 2 dissents now, with external

Since the election results, a section of market participants has been fearing a turn in policy approach of the government.

The Framework To recap, there are 4 reasons why we have judged that this is likely a structural market for