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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May 04, 2022RBI Policy - Fast and furious
In a shock and awe move, the RBI hiked repo rate and CRR by 40 bps and 50 bps respectively
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Apr 08, 2022
Apr-22 RBI policy Ready to pivot
In its Apr-22 policy, RBI has set the ball rolling with a formal commencement of monetary policy...
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Jan 20, 2022
FY23 Union Budget Preview Fiscal consolidation: Making haste slowly
The FY23 Union Budget will be presented amidst the backdrop of underlying economic cross currents.
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Dec 23, 2021
Dec-21 MPC Minutes: If
The counterfactual to monetary policy status quo in Dec-21 could have been a token hike in revers...
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Nov 29, 2021
MARKET Musings: Normalizing liquidity and rates
Money market liquidity in India has averaged above Rs 7 tn on monthly basis since Aug-21.
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Nov 25, 2021
QuantEco Shots: INR: Dollar correlation and REER overvaluation
While most EM currencies have come under pressure from dollar strength in Nov-21, the INR has app...
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Oct 23, 2021
Oct-21 MPC Minutes: Soft signal for normalization
With sequential economic recovery taking shape amidst gradual phasing out of lockdown restriction...
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Oct 12, 2021
India Sep-21 CPI inflation: Transient comfort?
India's CPI inflation moderated to a 5-month low of 4.35% in Sep-21 from 5.30% in Aug-21; extendi...
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