Missing-A Year In Review December 2021
“It’s your face I’m looking for On every street”. […]
The RBI / MPC kept all rates unchanged while the stance was retained as accommodative as well with the same
We have discussed in detail before the global and local factors that have led us to take a very conservative
The last few weeks have been notable from a global rates environment standpoint, particularly in developed markets. Markets across many
An Environment Recap The bond market has been lately juggling relatively strong triggers pushing and pulling on either side. On
The bond market had been understandably perturbed in the run up to the October policy. The so called Variable Rate
Introduction The narrative on global reflation has been shifting as the year has progressed. In the first few months of
While we remain in steady state for now, it is stating the obvious that some sort of central bank normalization
The RBI Governor in his August policy address noted “The robust outlook for agriculture and rural demand would continue to
The last few days have been very noteworthy for global markets as well as for India. We received a shock