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The US election verdict is conventionally thought of as implying even higher fiscal deficit via tax cuts, higher tariffs leading […]

The MPC changed stance to neutral in line with our expectation (https://bandhanmutual.com/article/17416 ). The accompanying commentary, while acknowledging better balance on

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

The monetary policy review was largely around expected lines with both rates and stance kept unchanged with a majority of

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

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

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

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

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

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