Since the election results, a section of market participants has been fearing a turn in policy approach of the government. […]

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

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

RBI / MPC kept all rates unchanged as expected. The surprise here was rather external MPC member Prof. Varma voting

The MPC kept rates and stance unchanged with the expected one dissent. The Governor flagged global risks from debt overloads

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

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

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

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

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