PM-KISAN, NYAY and the Indian Economy
Amidst this season of poll promises, one common scheme announced by both the Bharatiya Janata Party (BJP) and the Indian […]
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Policy ‘Puts’ Start Re-Emerging
Global Policy Is Shifting, Responding To Slowing Growth A lot has changed in the world over the past few months.
Things are not always what they seem! : An Update on the Credit Markets
In the aftermath of the IL&FS default in September’18, we have witnessed a steady rise in credit spreads. To recap,
(Trans)Mission Impossible? A Discussion On Monetary Policy
The Monetary Policy Committee (MPC) has now delivered a second successive rate cut in the current calendar year. But a
‘Blue Sky’ Expectations Meet Some Clouds: RBI Policy April 2019
The Monetary Policy Committee (MPC) decided to cut repo rate by 25 bps (4:2 majority) while keeping stance neutral (5:1
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Policy Puts Strengthen : A Macro Update
We had observed in February as to how global policy seemed to be shifting, responding to the synchronized slowdown narrative
RBI Expands Liquidity Tools
The RBI has announced a new tool for liquidity creation and decided to inject rupee liquidity for 3 years through
Somebody That I Used To Know? : A Bond Update
The recent RBI policy, and more particularly the post policy interactions, distinctly bore the mark of the new Governor. Assessments
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Interim Budget FY20 – What Lies Beneath
The debate on whether the interim budget was populist (owing to the direct income support for land-owning farmers and higher
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First Principles fixed income
The Importance Of ‘First Principles’ When Investing In Debt Mutual Funds A. Identifying Risk in Debt Mutual Funds (MFs) There