The reflation theme emphatically announced itself to the Indian shores with the set of inflation prints for May. Thus WPI […]

The US Fed Chair, at the annual Jackson Hole Economic Symposium on 27th August, noted the US economy has met

The last few days have been very noteworthy for global markets as well as for India. We received a shock

A persistent theme of India’s bond curve is its very attractive steepness even up to mid-duration points. This has allowed

The last couple of weeks have been eventful for those studying the US economy, even apart from the surprising fall

Imported tightening is a possible risk to RBI’s current accommodative monetary policy stance but is likely mitigated now for reasons

The monetary policy review was almost entirely along expected lines from a bond market standpoint. It nevertheless served the important

The credit market had approached the first wave of the pandemic last year with a certain amount of caution. The

In response to a vicious second wave of the pandemic, the RBI governor has recently renewed his battle-cry and reinstated

India’s fiscal numbers for March 2021, and thus for the whole of FY21, were reported yesterday. It confirmed to the