Author name: Saurabh Pingle

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

RBI / MPC kept all rates unchanged as expected. The surprise here was rather external MPC member Prof. Varma voting

Let’s start with the obvious: price is determined by demand vs supply. In the case of bonds, yields will fall

The interim budget today took another big step forward in the remarkable journey of macro-economic stability that has been underway

The much awaited central government borrowing calendar for first half of the next fiscal year was announced yesterday, and constituted

The MPC kept rates and stance unchanged with the expected one dissent. The Governor flagged global risks from debt overloads

India’s real GDP growth in the December quarter was 8.4% y/y and for FY24 is estimated at 7.6%, up from

As they say, history doesn’t repeat itself but often rhymes. As we approach 2024 having seen high inflation followed by

The MPC kept repo rate and stance unchanged in the policy review as was widely expected. Unlike recent previous policy

There have been three important phases in the Fed’s rate cycle campaign since last year, in our view. The first