Blogs

The RBI / MPC kept all rates unchanged while the stance was retained as accommodative as well with the same […]

India’s November CPI (Consumer Price Index) at 4.9% y/y was below consensus and our expectation, although it picked up from

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

The December monetary policy review contained a somewhat more dovish than expected assessment of the growth-inflation trade-off (https://idfcmf.com/article/6431 ). Thus

“It’s your face I’m looking for On every street”.                      

We had written recently (https://idfcmf.com/article/6269 ) on the somewhat worrying inflation dynamics that have been evolving, particularly in the US

While we remain in steady state for now, it is stating the obvious that some sort of central bank normalization

The RBI Governor in his August policy address noted “The robust outlook for agriculture and rural demand would continue to

An Environment Recap The bond market has been lately juggling relatively strong triggers pushing and pulling on either side. On

The bond market had been understandably perturbed in the run up to the October policy. The so called Variable Rate