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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India’s “Surprise” Rate Hike Was Overdue
India's rate hike yesterday was in line with my view as I have been arguing for it based on the high inflation and narrowing rate differential with...
327 Views
Axis Multi-Asset Strategy: Focus on Asset Allocation to Maximize Returns in FY23
Covid-19 Update: Caseload continued to decline in Mar’22 – After the accelerated rise witnessed in mid-Jan’22, Covid-19 cases in India declined...
404 Views
3QFY22 Balance of Payments-1HFY23 Borrowing- Economy Update- CAD at 2.7% of GDP in 3QFY22
Economy Update 3QFY22 Balance of Payments/1HFY23 borrowing CAD at 2.7% of GDP in 3QFY22; 1HFY23 borrowing at 59% of budget The current account...
171 Views
Market Snapshot, Theatre of War
Amidst carnage in financial markets, some assets - inc US Treasury yields, some Asian and high-yielding EM currencies, AUD & NZD and even S&P 500 -...
260 Views