Portfolio YTMs are distorted- A Credit Market Update
At the start of the current financial year, Credit Risk funds witnessed limited investor appetite owing to sharp risk aversion […]
At the start of the current financial year, Credit Risk funds witnessed limited investor appetite owing to sharp risk aversion […]
On 8th January 2021, RBI announced restoration of variable rate reverse repo (VRR) operations with announcement of a Rs 2
The MPC decided to keep all rates unchanged as expected. In a welcome relief at least to certain quarters of
There is an optimism often felt as one runs out of pages on one’s calendar; a feeling that what’s done
Annual Equity Outlook – 2021 Forecasts may tell you a great deal about the forecaster; they tell you nothing about
In our recent note we looked at how India’s external debt addition has slowed over the years led by both
The monetary policy decision was largely expected to be a non-event with market participants expecting unchanged policy rate amidst higher
After weeks of intense market volatility, and with participants (including ourselves) bemoaning a premature tightening of financial conditions even as
The government has executed a re-think on the outstanding GST compensation issues by announcing intent to borrow itself under the
Despite the mammoth bond supply being given on a weekly basis and the huge quantum that still lies ahead, the