Blogs

The monetary policy was set against a backdrop full of push and pull factors. Some of them were as follows: […]

How does one view markets at current levels? Should you view it in the context of last fiscal year returns

The current budget is a part of 3-4 mini Budgets announced post the ‘Aatmanirbhar’ Package since May 2020 to sustain

India’s Consumer Price Index (CPI) inflation averaged 6.2% y/y in FY21, with H1 at 6.7% and H2 at 5.6%. At

Most of us awaited India’s Union Budget 2021-22 for its fiscal policy strategy to support growth, as the economy slowly

The budget exercise has tended to be seen with both wariness as well as weariness; the former because many a

Annual Equity Outlook – 2021 Forecasts may tell you a great deal about the forecaster; they tell you nothing about

On 8th January 2021, RBI announced restoration of variable rate reverse repo (VRR) operations with announcement of a Rs 2

There is an optimism often felt as one runs out of pages on one’s calendar; a feeling that what’s done

Global markets are now well and truly into a reflation theme as commodities, bond yields, and inflation expectations have continued