Blogs

India’s bond market has been impacted by dynamics in the external account (two consecutive years of negative BoP balance, INR […]

Despite a very dovish December RBI policy and further follow up actions to shore up core system liquidity, financial conditions

Hard to fathom, but yet another year is closing. We say this since, at least to us, it feels as

The RBI/MPC cut repo rate by 25 bps to 5.25%, with a unanimous vote. The stance was kept at ‘neutral’

A point of note for us over the past few months has been the lack of further weakness in the

We look briefly below at some of the more recent macro-economic and market changes as well as check upon our

The average effective tariff rate for imports to the US is currently 17.9%, the highest since 19341. This includes the

RBI/MPC kept policy rates on hold as widely expected and kept stance unchanged. That said, there was a decided shift

In a note last month, we had talked about 4 aspects to our current assessment framework for the market (Click

After attempting to find its footing post the June RBI policy, bond market equilibrium has lately been disturbed anew. The