With our expertise in fixed income and currency markets, our regular and event driven reports parse through global and domestic macro signals to provide incisive views on domestic government bond market, systemic liquidity and key rupee crosses like USDINR, EURINR, and GBPINR.
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Jul 08, 2021Excise duty on fuel: Battle of fisc vs. inflation
Against the backdrop of a no OPEC+ deal, crude oil prices could remain elevated in the near term ...
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Jul 05, 2021
What India's Net IIP says about its FX Reserves
India's net international investment position stood at -13.1% of GDP (USD -353 bn) in Q4 FY21, an...
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Jun 30, 2021
India Q4 FY21 BoP: Gradual normalization in store
India's current account balance deteriorated from a surplus of 0.1% of GDP in Q4 FY20 to a defici...
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Jun 24, 2021
Assessing RBI's average dollar price of reserve accumulation
RBI's holding of foreign currency assets currently stands at a record high of USD 563 bn. What is...
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Jun 11, 2021
QuantEco Shots: Expanded expenditure unlikely to dislocate FY22 fiscal math
India's FY21 fiscal deficit stood at 9.2% of GDP, better than the revised budget estimate of 9.5%...
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Jun 04, 2021
RBI Policy: Accommodative stance reiterated
In line with expectations, the RBI left key policy rates unchanged at its monetary policy review ...
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May 05, 2021
Vaccination, rates, and FX
The spread of vaccination within a country and the vaccination spread between two countries is li...
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Oct 29, 2020
FX FLASH - INR and the evolving lockdown stringency
Even as India is seeing a considerable easing of lockdown restrictions since Sep-20, some of our ...
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