Blogs

Our view remains that Indian bonds are experiencing strong tailwinds which are a combination of short term (cyclical) and medium […]

The bond story continues to run strongly. Locally, the budget gave final proof of policy continuity and commitment to fiscal

As far as global monetary policy backdrop is concerned, the current year is different from the last in some obvious

Since the election results, a section of market participants has been fearing a turn in policy approach of the government.

The Framework To recap, there are 4 reasons why we have judged that this is likely a structural market for

The monetary policy review for June was status quo on rates and stance but with 2 dissents now, with external

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

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

The interim budget today took another big step forward in the remarkable journey of macro-economic stability that has been underway

India’s real GDP growth in the December quarter was 8.4% y/y and for FY24 is estimated at 7.6%, up from