Blogs

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

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

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