EM BY EM #16 Counting coppers and rating cuts
As we engage a pivotal juncture between DM rates approaching peak and China on the verge of descending into deflation, EM Macro is subject to...
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RBI Rate Decision
Consequently, the standing deposit facility (SDF) rate stands adjusted to 6%, and the marginal standing facility (MSF) rate and the Bank Rate to 6.50%
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Consequential Currency
I usually work with a base case view and not the most optimistic or pessimistic take, and this note is no different. Its approach is forming an...
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India: De-Leveraged, and Hence Set on a Path of Investment-Led Growth
Real GDP will grow 8% in FY22/23 as strong nominal GDP (+26.7%YoY in Apr-Jun'22) bolsters tax revenue, lowers the fiscal deficit and crowds in...
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Positioning and Imbalances
Efforts to identify peak inflation and yields or lows in growth stocks and new investments have not worked in 2022. The assumption has been...
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