Bull Case Revisited

Posted On Wednesday, Oct 23, 2024

In November 2023, we articulated our bullish stance on long term bonds noting - declining core inflation

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US Rate Cut from Indian Lens - A historical Perspective

Posted On Friday, Sep 20, 2024

Amidst cooling inflation and slowing economic activity, central banks around the world (with few exceptions) are heading for a synchronized monetary easing cycle.

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Getting Better

Posted On Wednesday, Aug 21, 2024

Indian bonds have maintained a robust position, bolstered by increasing domestic demand and their inclusion in global indices (refer Optimism and Resilience).

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Market Mood – Optimism and Resilience

Posted On Friday, Jul 19, 2024

The story of the Indian Fixed Income market so far in 2024, has been about broad based optimism and resilience.

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Balancing Priorities: The Need for Fiscal Reallocation

Posted On Monday, Jun 24, 2024

With the formation of the new coalition government, media and market circles have started speculating about the upcoming budget which is expected to be announced by the third week of July.

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Index Inclusion: How will it Unfold

Posted On Monday, May 27, 2024

India is all geared up to enter the JP Morgan’s Emerging Market Government Bond Index starting June 2024.

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Pull Back or Reversal

Posted On Wednesday, Apr 24, 2024

April turned out to be a brutal month for bonds. The RBI pushed back on rate cut hopes, geo-political tensions intensified, crude oil surged, global bond yields spiked up and foreigners sold Indian bonds.

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The Last Mile

Posted On Wednesday, Mar 20, 2024

With some initial success in bringing down inflation, several central banks have now shifted their focus to the ‘last mile’ of inflation.

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Time To Bond

Posted On Monday, Feb 19, 2024

Bonds have had a good start in 2024 so far. Market sentiment is upbeat on the back of falling inflation and the expectation of rate cuts by the RBI.

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