Blogs

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

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

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

“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

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

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

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