Fixed Income Outlook – May 2023
Every month, we study what’s happening in fixed-income markets. This month, we’re delving into: Federal Reserve Meeting – Setting The Tone For […]
Fixed Income Outlook: April 2023
In March, investors rushed to allocate money into fixed-income mutual funds due to a change in tax rules. The motivation behind these […]
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, […]