India: Bond Markets Calm Down, but Risks Increasing
Bond markets in India have calmed down a bit in the last few weeks. Long bond yields have stabilised and the short-term spreads have narrowed...
380 Views
Rural Distress and the Need for Disinflation
One of the consequences of the sharp fall in inflation in India between 2013-2017 was the rise in rural distress due to sharp fall in Agriculture...
370 Views
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....
447 Views
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...
352 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 -...
146 Views