Debt Note: Why Quality Matters
Investment Strategy: As we move into a rising interest rate scenario, the focus shifts to high-quality low-volatility investments. Our strategy has been […]
Debt Note: A New Stance
Investment Strategy: The RBI’s stance of calibrated tightening indicates that rate hikes are possible but not mandatory. As investors, it is important […]
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 […]
A Weak Rupee Requires A Strong Response
The rupee now stands at 72 against the US Dollar. This is an unprecedented low. So far, neither the RBI […]
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 […]
Lock into Debt
The purpose of monetary policy is to manage inflation, facilitate growth, and regulate credit in the economy. The RBI’s Monetary Policy Committee […]