Budget FY20 Optimizes Given Constraints
The new finance minister had entered the budget exercise with very large constraints. The FY19 actual numbers (as per data […]
Blogs
Two Out Of Three Isn’t Bad : RBI Policy June 2019
The Monetary Policy Committee (MPC) delivered a unanimous 25 bps rate cut as well a change in stance to accommodative.
India Monsoon Rainfall: All Eyes on the Skies
The rural agrarian distress in India is now widely acknowledged, as food inflation fell to historical lows and wage growth
Ready Player One? Policy Expectations Post Elections
The elections handing over a continued strong stable government is welcome relief to market participants. In particular, it will help
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
Blogs
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
Blogs
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