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Policy responses to the Coronavirus have commenced full steam with the Fed rate cut yesterday. With this a global policy […]

As expected, the central government increased its headline fiscal deficit target to 3.8% of GDP in FY20 and 3.5% in

“We were broken then but now we’re borderline”. Leonard Cohen The year 2019 should probably be counted as a forgettable

The year gone by was one of realisation. Tax collections faltered, forecasts were marked down and states faced delay in

Bold Is Back : RBI Policy Feb 2020 We had titled our December 2019 policy note “Back to the Book”

The Union Budget 2020-21 appears to have realized the fiscal limits and has not done enough to excite the market,

Union Budget FY21: Fixed Income and Macro Takeaways The budget came under obviously  difficult circumstances given the need to generate

The run up to the budget has been understandably laden with a wide variety of analysis and speculation with respect

In recent times, discussions regarding Credit Risk funds often veer towards speculating which company will default next and when! This

Domestic concerns with respect to rising CPI inflation have been escalating lately. Prima facie these are well founded since, largely