A New Year Greeting
As we bid adieu to a wonderful investing year and welcome a new one, it’s time to pause and ruminate a bit. […]
The Year That Was
Interest Rates & Yields 2017 opened with expectations of continuing in the trajectory of falling interest rates. However, RBI took the markets […]
Role Play Begins
The last week of a calendar year is usually the time when global institutional investors take a break. When they return in January, their investment actions are often […]
Recapitalization of Public Sector Banks
[vc_row][vc_column][vc_column_text css=”.vc_custom_1537770373319{margin-bottom: 0px !important;}”] The Premise The Indian Banking system has been trying to resolve its crisis of bad loans. In particular, […]
To Relearn, Unlearn
If you are an Indian investor, asking the right questions now is the most important thing. The logic is simple – when […]
Infrastructure Bonds
What are Infrastructure Bonds? The government of India awards infrastructure status to certain projects that are of national importance. Infrastructure projects are […]
December Drama Awaits
The coming weeks promise to be interesting. During recent months, domestic investors have put behind almost every market setback and resumed buying […]
RBI Monetary Policy – December 2017
StanceThe RBI’s stance on monetary policy is crystal clear. In the last year, the challenges have been to manage excess liquidity, anaemic growth, low inflation, and the NPA crisis. The RBI acknowledges that any outcome is possible from this point and therefore chooses to maintain its neutral stance. Effectively, monetary policy decisions will be data-driven. Keeping this in mind, the reserve bank has left key rates unchanged.