RBI Announces Additional Measure
The RBI has allowed an additional 2% carve out from SLR for the purpose of liquidity coverage ratio (LCR) maintenance, […]
Blogs
Making Movies : “The Big Picture”
Introduction As the recent Turkey episode has served to remind again the global backdrop remains quite volatile, thereby making it
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
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