Redux? A Bond And Macro Update
The reflation theme emphatically announced itself to the Indian shores with the set of inflation prints for May. Thus WPI […]
The reflation theme emphatically announced itself to the Indian shores with the set of inflation prints for May. Thus WPI […]
The last few days have been very noteworthy for global markets as well as for India. We received a shock
A persistent theme of India’s bond curve is its very attractive steepness even up to mid-duration points. This has allowed
The monetary policy review was almost entirely along expected lines from a bond market standpoint. It nevertheless served the important
India’s fiscal numbers for March 2021, and thus for the whole of FY21, were reported yesterday. It confirmed to the
The credit market had approached the first wave of the pandemic last year with a certain amount of caution. The
Governor Das announced a raft of measures today in light of the new and vicious wave of the pandemic that
In response to a vicious second wave of the pandemic, the RBI governor has recently renewed his battle-cry and reinstated
As India continues to fight the second wave, the debate is on how its impact is different from the first
How does one view markets at current levels? Should you view it in the context of last fiscal year returns