Think Beyond The Noise
The extension of single party rule in India is now clearly off our radar. The 2019 general elections will be won on […]
The Return of the FII
The FIIs are back. November clearly showed a change of mind. The DIIs continue to receive money from domestic investors. It is […]
Oil, The Dollar and The Rupee
Rising oil and dollar mean only one thing for the Indian economy – trouble in the near-term. Business fortunes and purchasing power […]
Debt Markets Work In Cycles Too
In good years, defensive investors have to be content with the KNOWLEDGE that their gains, although perhaps less than maximal, were achieved […]
Debt Note: Minimum Support Prices
Investment Strategy Bond markets may witness volatility over the next few weeks. Debt portfolios could see notional losses because of this. Portfolios […]
RBI Monetary Policy, June 2018
Monetary Policy: As the macroeconomic outlook becomes less transparent the monetary policy committee has only become more steadfast in its neutral stance. […]
The Wall of Worry
Interest rates are a great leveller. They always set the trends of the equity markets. But we have two sets of rates […]
Fixed Income Outlook – April 2018
Market Outlook: Volatility has struck debt and equity markets in equal measure in 2018. Valuations continue to remain an area of concern […]
New Chair, Same Vision
Last month, Janet Yellen handed over the reins to Jerome Powell. He was initiated as Fed Chair into a chaotic market, as […]
Basel III Committee, Tier 1 and Tier 2 Bonds
* This post was updated on 30 November 2020 An Introduction As banking systems in multiple countries evolved, the need to […]
RBI 8% Savings (Taxable) Bonds
The RBI first issued 8% bonds in 2003. As the name suggests, they pay 8% interest per annum and the interest income […]