Ready Player One? Policy Expectations Post Elections
The elections handing over a continued strong stable government is welcome relief to market participants. In particular, it will help […]
Budget FY20 Optimizes Given Constraints
The new finance minister had entered the budget exercise with very large constraints. The FY19 actual numbers (as per data
Managing Financial Conditions
Central banks, via monetary policy, ultimately aim to influence domestic financial conditions which in turn affect economic variables like growth
Two Out Of Three Isn’t Bad : RBI Policy June 2019
The Monetary Policy Committee (MPC) delivered a unanimous 25 bps rate cut as well a change in stance to accommodative.
India Monsoon Rainfall: All Eyes on the Skies
The rural agrarian distress in India is now widely acknowledged, as food inflation fell to historical lows and wage growth
(Trans)Mission Impossible? A Discussion On Monetary Policy
The Monetary Policy Committee (MPC) has now delivered a second successive rate cut in the current calendar year. But a
Blogs
Policy Puts Strengthen : A Macro Update
We had observed in February as to how global policy seemed to be shifting, responding to the synchronized slowdown narrative
Blogs
Policy ‘Puts’ Start Re-Emerging
Global Policy Is Shifting, Responding To Slowing Growth A lot has changed in the world over the past few months.
Things are not always what they seem! : An Update on the Credit Markets
In the aftermath of the IL&FS default in September’18, we have witnessed a steady rise in credit spreads. To recap,
Somebody That I Used To Know? : A Bond Update
The recent RBI policy, and more particularly the post policy interactions, distinctly bore the mark of the new Governor. Assessments