• 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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  • Looking Beyond FED

    Posted On Wednesday, Jun 22, 2022

    Bond Markets run ahead of Central Banks. Time to allocate to Indian Bonds. The US treasury secretary John Connally proclaimed at the G-10 meeting...

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  • Pankaj Pathak's views on RBI Monetary Policy

    Posted On Thursday, Jun 09, 2022

    This 50 basis points repo rate hike is broadly in line with the market expectation.

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  • RBI Sprint - Market Tremors

    Posted On Wednesday, May 11, 2022

    The path forward for bonds is filled with uncertainties... there will be surprises, there will be miscommunications and there will be market overreactions....

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  • Geopolitics, Oil and the Bond Market

    Posted On Wednesday, Mar 16, 2022

    The ongoing military conflict between Russia and Ukraine has become the centerpiece of all the economic and market discussions around the world.

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