Too Much? : A Bond and Macro Update
Bond yields have fallen dramatically over the past few days. Thus the yield on the 10 year government bond is […]
Bond yields have fallen dramatically over the past few days. Thus the yield on the 10 year government bond is […]
The new finance minister had entered the budget exercise with very large constraints. The FY19 actual numbers (as per data
The Monetary Policy Committee (MPC) delivered a unanimous 25 bps rate cut as well a change in stance to accommodative.
The rural agrarian distress in India is now widely acknowledged, as food inflation fell to historical lows and wage growth
The elections handing over a continued strong stable government is welcome relief to market participants. In particular, it will help
Amidst this season of poll promises, one common scheme announced by both the Bharatiya Janata Party (BJP) and the Indian
In the aftermath of the IL&FS default in September’18, we have witnessed a steady rise in credit spreads. To recap,
The Monetary Policy Committee (MPC) has now delivered a second successive rate cut in the current calendar year. But a
The Monetary Policy Committee (MPC) decided to cut repo rate by 25 bps (4:2 majority) while keeping stance neutral (5:1
We had observed in February as to how global policy seemed to be shifting, responding to the synchronized slowdown narrative