Blogs

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

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

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

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

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

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

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

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

The monetary policy review was status quo on policy stance and rates, as was widely expected. However, there was a

Probably the most noteworthy feature of India’s recent macro-economic dynamics has been the increase in the trend rate of our