Budget 2020 – Equity Takeaways
The Union Budget 2020-21 appears to have realized the fiscal limits and has not done enough to excite the market, […]
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
The year gone by was one of realisation. Tax collections faltered, forecasts were marked down and states faced delay in
“We were broken then but now we’re borderline”. Leonard Cohen The year 2019 should probably be counted as a forgettable
The RBI announced a ‘twist’ operations by proposing to buy INR 10,000 crores worth of the 10 year bond and
The Monetary Policy Committee (MPC) shocked expectations by keeping rates on hold. While not acting today, the MPC has nevertheless