Welcome Inertia: Monetary Policy December 2020
The MPC decided to keep all rates unchanged as expected. In a welcome relief at least to certain quarters of […]
The MPC decided to keep all rates unchanged as expected. In a welcome relief at least to certain quarters of […]
There is an optimism often felt as one runs out of pages on one’s calendar; a feeling that what’s done
Global markets are now well and truly into a reflation theme as commodities, bond yields, and inflation expectations have continued
On 8th January 2021, RBI announced restoration of variable rate reverse repo (VRR) operations with announcement of a Rs 2
At the start of the current financial year, Credit Risk funds witnessed limited investor appetite owing to sharp risk aversion
Annual Equity Outlook – 2021 Forecasts may tell you a great deal about the forecaster; they tell you nothing about
One of the major reasons EMs are forecasted to register less negative growth in 2020, vs. AEs, is the higher
After weeks of intense market volatility, and with participants (including ourselves) bemoaning a premature tightening of financial conditions even as
The lockdown measures taken around the world in response to the Coronavirus early this year, were akin to a master
The monetary policy decision was largely expected to be a non-event with market participants expecting unchanged policy rate amidst higher