Author name: Saurabh Pingle

We had written recently (https://idfcmf.com/article/6269 ) on the somewhat worrying inflation dynamics that have been evolving, particularly in the US […]

India’s November CPI (Consumer Price Index) at 4.9% y/y was below consensus and our expectation, although it picked up from

The December monetary policy review contained a somewhat more dovish than expected assessment of the growth-inflation trade-off (https://idfcmf.com/article/6431 ). Thus

The RBI / MPC kept all rates unchanged while the stance was retained as accommodative as well with the same

“It’s your face I’m looking for On every street”.                      

We have discussed in detail before the global and local factors that have led us to take a very conservative

While we remain in steady state for now, it is stating the obvious that some sort of central bank normalization

The last few weeks have been notable from a global rates environment standpoint, particularly in developed markets. Markets across many

The RBI Governor in his August policy address noted “The robust outlook for agriculture and rural demand would continue to

An Environment Recap The bond market has been lately juggling relatively strong triggers pushing and pulling on either side. On