Blogs

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

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

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

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

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

The last few weeks have been notable from a global rates environment standpoint, particularly in developed markets. Markets across many

Introduction The narrative on global reflation has been shifting as the year has progressed. In the first few months of

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

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