Blogs

At the start of the current financial year, Credit Risk funds witnessed limited investor appetite owing to sharp risk aversion […]

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

On 8th January 2021, RBI announced restoration of variable rate reverse repo (VRR) operations with announcement of a Rs 2

Annual Equity Outlook – 2021 Forecasts may tell you a great deal about the forecaster; they tell you nothing about

There is an optimism often felt as one runs out of pages on one’s calendar; a feeling that what’s done

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

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

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

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

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