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Dovish Policy Tilt

Jun 6, 2019

The Reserve Bank of India today unanimously decided to reduce the policy repo rate to 5.75% from 6.00% and changed the monetary policy stance to “accommodative” from “neutral” with an objective of achieving a medium-term target for CPI of 4% within a band of ± 2%, while supporting growth. Key highlights of the RBI’s Monetary…

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The Fourth Wave

May 27, 2019

“The 2019 Election has worked to tear down walls, and heralds the dawn of a new age”– Narendra Modi The people have spoken and a massive pro incumbent wave has entrusted the nation’s stewardship to P.M. Modi for five more years. This week, we widen our lens to focus on macro challenges and opportunities, and…

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Moment of Truth

May 13, 2019

“We have the potential to go up like a rocket if we did some lowering of rates, like one point, and some quantitative easing. Yes, we are doing very well at 3.2% GDP, but with our wonderfully low inflation, we could be setting major records, and at the same time, make our national debt start…

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Global and Domestic Cross Currents

Apr 30, 2019

“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.” – Benjamin Graham Rate Cuts Have Led to a Steepening of the Domestic Yield…

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