Blogs

The RBI / MPC kept policy rates and stance unchanged while flagging both upside risks to inflation and downside risks […]

A summary of our current macro-framework is as follows: Despite sound macros, net capital flow into India has weakened significantly.

Background For the last few months, we have been focussed on the tension from external account pressures frustrating RBI’s ‘lower

The MPC kept policy rates on hold and left stance unchanged. This was almost wholly as expected, with the market

The West Asia conflict is now more than a month old, despite recurring optimism for a conclusion. The energy shock

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