Blogs

Hard to fathom, but yet another year is closing. We say this since, at least to us, it feels as […]

The RBI/MPC cut repo rate by 25 bps to 5.25%, with a unanimous vote. The stance was kept at ‘neutral’

A point of note for us over the past few months has been the lack of further weakness in the

We look briefly below at some of the more recent macro-economic and market changes as well as check upon our

The average effective tariff rate for imports to the US is currently 17.9%, the highest since 19341. This includes the

RBI/MPC kept policy rates on hold as widely expected and kept stance unchanged. That said, there was a decided shift

In a note last month, we had talked about 4 aspects to our current assessment framework for the market (Click

After attempting to find its footing post the June RBI policy, bond market equilibrium has lately been disturbed anew. The

The MPC decided to keep policy rates unchanged and continued stance at neutral. This was largely expected even as, despite

Bond market sentiment remains largely muted, continuing the reasonable long stretch from the June MPC meeting which delivered the larger