Neutrally Yours : The MPC Hikes Again
The RBI raised policy rates by 25 bps to 6.5%, with the MPC members voting 5-1 in favor of the […]
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Liquidity in Credit Markets – Update
Slowing flows into Credit oriented funds It is well known that lower rated credits have low/negligible liquidity in the bond
Value Investing – The AAA way
AAA Corporate Bond sell-off Corporate bond yields have witnessed a substantial rise in the past few months, as can be
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RBI Hikes But Doesn’t Guide
The RBI hiked rates by 25 bps, thereby taking repo to 6.25%. The market was largely indifferent with respect to
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RBI Fires OMO
The RBI surprised markets by announcing an INR 10,000 crores Open Market Operations (OMO) bond purchase to be held on
Snippets of Budget 2018
While the budget is an annual exercise of the government’s finances, a holistic way to analyse the budget is to
Value Investing – The AAA Way : Part 2
A couple of months back we had highlighted in a note how the sharp rise in AAA bond yields over
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Tips To Be Your Clients Best Friend
Data shows that more than 70% of Indian investors work with professional advisors, compared to 54% globally, and a majority
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Budget Takeaways
While the budget is an annual exercise of the government’s finances, a holistic way to analyse the budget is to
Blogs
Charts Of Note: CPI And Related
The February RBI policy was pleasantly noteworthy in that it seemed to strike a somewhat less hawkish than expected tone