RBI Expands Liquidity Tools
The RBI has announced a new tool for liquidity creation and decided to inject rupee liquidity for 3 years through […]
Blogs
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
Blogs
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
Blogs
First Principles fixed income
The Importance Of ‘First Principles’ When Investing In Debt Mutual Funds A. Identifying Risk in Debt Mutual Funds (MFs) There
RBI Shifts To A More Sanguine Framework
The RBI cut policy rates by 25 bps to 6.25% (voted 4-2) and changed the monetary policy stance from ‘calibrated
Key Takeaways from Budget 2019
While the budget is an annual exercise of the government’s finances, a holistic way to analyse the budget is to
Bullish Under The Hood : December Policy Takeaways
The MPC kept repo rate and stance unchanged as was widely expected, although one member voted for stance to be
Blogs
Interim Budget FY20: Fixed Income Takeaways
The Interim Budget largely delivered on the reflationary stimulus that was being anticipated. Key highlights as follows: FY19 Revised Estimate
Gravity : A Year In Bonds, Macro And More
Introduction Just by looking at year opening and closing bond yields, one may be forgiven in thinking that not much
Blogs
RBI’s CPI Projections: Fanned by Uncertainty?
The Reserve Bank of India (RBI) recently cut its CPI inflation projections for Q3 FY19 sharply, by 90bps in October