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

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

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

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

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

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