Monetary Tightening Likely to Continue
As expected the Monetary Policy Committee (MPC) raised the policy rate by 25bps to 6.5% today. The 'neutral' policy stance has also been retained....
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India: Monetary Tightening Inevitable, Will Start to Hurt...
The third meeting of the Monetary Policy Committee (MPC) for FY19 starts on Monday with the rate decision on Wednesday (1st August). The backdrop...
344 Views
Week Ahead in Global Macro: Trade Tensions, 'No-New Elections' Rally, EM CPIs, Turkey CBRT, RBA, RBI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We opened a strategic long CAD-MXN -...
131 Views
The Market Sentimentalist - Indian Collywobbles
On the face of it the Indian economy is in good shape – economic growth is rebounding, inflation rates are converging to the central bank’s target...
99 Views
Asian Credit Monitor: Moody's Downgrade on China Is the First Domino to Fall
Moody's 24-May downgrade of China's local currency and foreign currency senior unsecured debt rating to A1 (from Aa3) confirms what we wrote back...
653 Views