Monetary Policy Committee Meeting | Federal Reserve | 23 March 2023
Background and Decision All eyes were on the Federal Reserve this month as the markets intently anticipated their next move. The markets […]
What’s in store for the Automotive Industry?
The Nifty Auto Index has been lagging the Nifty 50 for the last five years. The five-year return of the Nifty Auto […]
Fixed Income Outlook – February 2022
In this month’s Fixed Income note we will be taking a look at the outcomes of January’s Federal Reserve policy meet. Highlights […]
Inflation & Rates – What Will The Fed Do?
December’s US CPI came in at 7%. On a monthly basis, it has increased 0.5% and 7% was the annualized increase. This […]
Monetary Policy Highlights – December 2021
The Monetary Policy Committee of the RBI has unanimously voted to keep the rates unchanged at 4% and hold their accommodative stance […]
The Taper is Finally Happening
The federal reserve has been a strong pillar of support for the stock market since the onset of the pandemic in 2020. […]
What Went Wrong With Dewan Housing Finance?
DHFL was a housing finance company established and incorporated in Mumbai by Rajesh Kumar Wadhwan on 11th April 1984. The company was […]
Fixed Income Outlook – October 2021
Over the last three weeks, the Federal Reserve and the RBI’s Monetary Policy Committee have released updates on the monetary policy. In […]
The IL&FS Crisis
Infrastructure Leasing and Financial Services or IL&FS serves as a holding company and is at the core of several infrastructure and finance […]
Is Fixed Income Cyclical?
When we talk about the cyclicality of different assets, the first thing that comes to mind is equity. Everyone knows that metals, […]
Federal Reserve – FOMC July 2021
The federal reserve released the conclusion of their July 2021 meeting on the 28th of July. In this month’s note, we will […]
The Change in Inflation Mandate
Backdrop In 2013, India experienced dangerously high levels of inflation that drove the central bank to action. CPI inflation which measures the […]