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Can the RBI Continue to Defend the Rupee
Posted On Saturday, May 23, 2026
For much of the past few decades, the rupee’s decline unfolded so gradually that it may not have disturbed investor confidence.
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India’s Macro Backdrop: Past Fragility, Present Strength
Posted On Friday, Apr 24, 2026
There are moments in markets when déjà vu strikes - may be not so perfectly, but close enough to stir memory.
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What Does the West Asia Crisis Mean for India’s Economy?
Posted On Tuesday, Mar 24, 2026
Over the past few years, geopolitics has steadily returned to the center of global economic discussions.
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Looking Beyond the 10-Year Benchmark: Decoding India’s Bond Market Signals
Posted On Thursday, Feb 26, 2026
If you glance at India’s financial headlines today, the tone feels reassuring.
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From Fiscal Math to Market Outcomes: What Changes for Bonds as FY26 Ends
Posted On Tuesday, Jan 27, 2026
FY26 is increasingly looking like a year where the headline numbers understate the underlying resilience of India’s fiscal framework.
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Why Are Bond Yields Still High Despite Rate Cuts?
Posted On Wednesday, Dec 24, 2025
As we approach the end of calendar year 2025, India appears to be in a relatively favourable economic position often described as a “Goldilocks” scenario.
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The Macro Three Body Problem: Currency, Liquidity & Bond Yields
Posted On Friday, Nov 21, 2025
If you’ve been tracking India’s bond markets over the past few months, you’ll know that nothing moves in isolation anymore.
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Tariffs Pressures , GST Reforms , Rising Yields: India’s August Bond Story
Posted On Monday, Sep 29, 2025
August in the Indian bond market was nothing short of chaotic, with constant surprises and swings.
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Quantum Dynamic Bond Fund Turns 10: Reflecting with Pride, Advancing with Purpose
Posted On Thursday, May 22, 2025
Did you know today’s small-cap threshold of ₹30,000 crs is where HDFC Bank stood back in 2006?