Blogs

RBI / MPC kept all rates unchanged as expected. The surprise here was rather external MPC member Prof. Varma voting […]

The much awaited central government borrowing calendar for first half of the next fiscal year was announced yesterday, and constituted

Let’s start with the obvious: price is determined by demand vs supply. In the case of bonds, yields will fall

The MPC kept repo rate and stance unchanged in the policy review as was widely expected. Unlike recent previous policy

There have been three important phases in the Fed’s rate cycle campaign since last year, in our view. The first

As they say, history doesn’t repeat itself but often rhymes. As we approach 2024 having seen high inflation followed by

1. Global policy rate peak: The December Fed pivot marked the official peak to the global rate cycle. While the

Another year is gone and the mandatory pen to paper needs putting to reflect and forecast. But if we make

The MPC decided to keep all rates on hold and retained stance as ‘withdrawal of accommodation.’ The rate decision was

Enough has been written already on the much looked forward to announcement by JP Morgan that India will be included