Blogs

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

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