Blogs

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

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

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

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

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