• Are Long Bonds Overvalued?

    Posted On Friday, May 26, 2023

    Indian bond market had a dream run in the last two and a half months.

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  • The Pivot

    Posted On Friday, Apr 21, 2023

    The fiscal year 2022-23 has come to an end. The defining feature

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  • Yield Curve Inversion Ahead

    Posted On Thursday, Mar 23, 2023

    Indian money markets have tightened meaningfully over the last one and a half month.

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  • Past, Present, and Future of Inflation

    Posted On Friday, Feb 24, 2023

    Inflation has been one of the biggest challenges in the post-pandemic world.

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  • Positioning for Disinflation

    Posted On Friday, Jan 27, 2023

    We are well past the peak inflation of 2022. Yet, inflation continues to be the focal point of all the policy discussions and investment thesis in 2023.

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  • Fixed Income - Year End Wrap Up & Outlook 2023

    Posted On Thursday, Dec 22, 2022

    2022 started with a hope of normalcy after two back-to-back years of dealing with the Covid-19 pandemic.

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  • The FED, The RBI and Mr. Bond

    Posted On Friday, Oct 21, 2022

    “If there was incarnation…I would like to come back as the bond market. You can intimidate everybody”.

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  • Indian Bonds Going Global

    Posted On Thursday, Sep 22, 2022

    Recently, there have been increasing conversations about the potential inclusion of Indian government bonds into the global bond indices.

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  • Let's Bond with Bonds

    Posted On Wednesday, Jul 20, 2022

    In the June 2022 edition of the Debt Market Observer - Looking Beyond FED, we made a case that the inflation narrative has peaked...

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