Blogs

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”.                      

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

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

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

The RBI Governor in his August policy address noted “The robust outlook for agriculture and rural demand would continue to

Imported tightening is a possible risk to RBI’s current accommodative monetary policy stance but is likely mitigated now for reasons