Blogs

The dramatic geopolitical developments of the past couple of weeks, and the consequent commodity price shock to the world, represent […]

There has been a sharp repricing in policy rate hike expectations by central banks in many major markets since the

The last three months or so have been very notable for global macro. The US Fed has executed a spectacular

The February policy review kept all rates unchanged as well as the accommodative stance maintained, with the usual one dissent.

Continued Policy focus on infrastructure spend supported with sharp increase in budgeted capital outlay Union budget 2022-23 underlined continuation of

Union Budget – 2022-23 largely revolves around the financial system where the overall, macro-economic stability indicators suggest that the Indian

We had previously highlighted our higher expected-CPI trajectory, for Q3 and Q4 of FY22, vs. the RBI’s December estimates (click

The Good The budget exercise over the past few years has undertaken the important initiative to progress along the path

The intent of the FY23 union budget is to nurture growth, primarily through public investment, as private investment is yet

We have discussed in detail before the global and local factors that have led us to take a very conservative