Blogs

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

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

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

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

Introduction It has now been almost one and a half years of what has been a very aggressive developed market

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

The past week saw two notable developments for liquidity and money markets. One, RBI announced surplus transfer of INR 87,416

Although we’d just done a detailed macro and strategy note recently, much has been happening in the world to merit