Recent INR Measures – Quick Takes
The government announced some weekend measures to support the INR. These are largely to do with relaxations around external commercial […]
Blogs
Blogs
Back To Bedlam? A Bond & Macro Update
Introduction And Recap The last few days have been nothing short of dramatic as far as financial markets are concerned.
Blogs
Awaiting MSP For Bonds
The much-awaited announcement on summer crop Minimum Support Prices (MSP) came through this week. The prices are in line with
Don’t Think Twice, It’s Alright : A Macro Update
The last month has been challenging for emerging markets. While some of these have had individual idiosyncratic issues, a renewed
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
Blogs
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
Blogs
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
Blogs
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