Blogs

The underlying framework for assessing global macro remains unchanged for us. This is first and foremost an intense global competition […]

The MPC hiked policy rates by 25 bps as was widely expected. Alongside, and against market consensus view, the stance

Global bond yields continue grinding higher, with a new leg up over the past few weeks. Proximate drivers for this

There are 3 sets of ongoing global and local themes that, in our view, bear very close watching: 1.Broad based

Last week we had discussed a list of factors currently in play for Indian bond markets (refer “Inventory of Factors:

Over the recent few days, global macro complexity seems to be on the rise again. The reason we use the

The RBI / MPC kept policy rates unchanged in line with consensus expectations. Thankfully, an outlier risk of stance getting

West Asia tensions have flared up again over the past couple of days. Oil prices are up more than 15%

To recap, a useful lens with which to view India’s bond market till very recently has been that of the

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