Blogs

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

The MPC decided to keep all rates unchanged as expected. In a welcome relief at least to certain quarters of

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

In our recent note we looked at how India’s external debt addition has slowed over the years led by both

Despite the mammoth bond supply being given on a weekly basis and the huge quantum that still lies ahead, the

One of the major reasons EMs are forecasted to register less negative growth in 2020, vs. AEs, is the higher

After weeks of intense market volatility, and with participants (including ourselves) bemoaning a premature tightening of financial conditions even as

The monetary policy decision was largely expected to be a non-event with market participants expecting unchanged policy rate amidst higher

The government has executed a re-think on the outstanding GST compensation issues by announcing intent to borrow itself under the