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 […]
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
First Principles fixed income
The Importance Of ‘First Principles’ When Investing In Debt Mutual Funds A. Identifying Risk in Debt Mutual Funds (MFs) There
RBI Shifts To A More Sanguine Framework
The RBI cut policy rates by 25 bps to 6.25% (voted 4-2) and changed the monetary policy stance from ‘calibrated
Blogs
Interim Budget FY20 – What Lies Beneath
The debate on whether the interim budget was populist (owing to the direct income support for land-owning farmers and higher
Key Takeaways from Budget 2019
While the budget is an annual exercise of the government’s finances, a holistic way to analyse the budget is to
Where Do We Go? A Macro Update
Introduction A lot has changed over the past few months. From a point in September where market was pricing in
Bring On, Bring On : RBI Gets Serious, Investors Next?
Upping its recent proactive stance on liquidity, the RBI announced an even higher pace for Open Market Operation (OMO) for
Blogs
RBI Governor Exits : Quick Thoughts
In a surprise move, RBI Governor Dr. Urjit Patel resigned from office yesterday citing personal reasons. Needless to say, this
Gravity : A Year In Bonds, Macro And More
Introduction Just by looking at year opening and closing bond yields, one may be forgiven in thinking that not much