Blogs

The last few days of geo-political developments constitute a major supply shock across commodities. This isn’t just restricted to oil […]

The monetary policy review delivered a status quo on policy rate and stance as was widely expected. That said, and

The Union Budget came under the backdrop of a more challenging global environment. Developed market yields have generally been inching

Budget Highlights Positives from the budget Fiscal consolidation along expected lines, supported by realistic revenue targets, balances the need for

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