The Master Switch : A Macro and Bond Update
The lockdown measures taken around the world in response to the Coronavirus early this year, were akin to a master […]
The lockdown measures taken around the world in response to the Coronavirus early this year, were akin to a master […]
The government has executed a re-think on the outstanding GST compensation issues by announcing intent to borrow itself under the
The monetary policy decision was largely expected to be a non-event with market participants expecting unchanged policy rate amidst higher
In our recent note we looked at how India’s external debt addition has slowed over the years led by both
After weeks of intense market volatility, and with participants (including ourselves) bemoaning a premature tightening of financial conditions even as
Despite the mammoth bond supply being given on a weekly basis and the huge quantum that still lies ahead, the
The monetary policy committee (MPC) unanimously voted to leave repo rate unchanged at 4% and continue with accommodative stance of
The July CPI number continues the recent run of persistently high and upwardly surprising prints. Food inflation had started to
India’s July 2020 headline CPI (Consumer Price Index) grew 6.9% year-on-year (y/y), above expectations, on the back of an upward-revised
India CPI – not just imputation and supply constraints The headline Consumer Price Index (CPI) for June 2020, higher than