With the latest set of announcements made on Sunday, the government’s unveiling of the stimulus package is complete. It totals […]

Policy responses to the Coronavirus have commenced full steam with the Fed rate cut yesterday. With this a global policy

As the COVID-19 outbreak evolved into a full-blown global pandemic, various countries, including India have introduced lockdown measures. This has

The RBI Governor announced a new set of measures in response to the current growth and financial market stress. These

Market participants including ourselves have lately lamented the somewhat underwhelming response from the RBI to a rapid tightening in financial

The US Fed in some sense pushed boundaries and stepped directly into the market for lending of all sorts with

Policy Responses Step Up… Global monetary easing is now in full swing with the lead being taken by the US

As expected, the central government increased its headline fiscal deficit target to 3.8% of GDP in FY20 and 3.5% in

The year gone by was one of realisation. Tax collections faltered, forecasts were marked down and states faced delay in

Bold Is Back : RBI Policy Feb 2020 We had titled our December 2019 policy note “Back to the Book”