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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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
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
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
Blogs
Budget Takeaways
While the budget is an annual exercise of the government’s finances, a holistic way to analyse the budget is to
Blogs
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
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
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
RBI Policy Feb 2018 : Assessment and Takeaways
The RBI policy came amidst considerably uncertainty with participants, given the underlying global macro backdrop as well as the recent