Improved CPI, rate pause could lead to monetary easing next year
Indian bond market volatility is in a manageable zone
More pronounced signs of economic breakage
Investors should continue to seek higher risk premia from yields for holding higher duration over the medium term
Macro and bond observations
More pronounced signs of economic breakage It is evident now that economic growth is slowing appreciably around the world. While this is widely...
What will bond market look like after govt's measures to fight...
If some of market's upfront rate hike expectations were to unwind going forward, then it is logical to expect some giving away also on the 4-10 year...
Interest rates may go up, here's how investors can take advantage
Hold long position in bonds and gilt funds of intermediate maturity 4–6 yrs to survive interest rate hikes
Is cash the best hedge against market volatility?
Our preference remains for 4-5 year government bonds for the most part where we assess the carry adjusted for duration risk is the most compelling
Credit consciousness: A fixed income behaviour assessment
For the larger, better to do companies and individuals, Covid shock was largely a stoppage in time without much impact on survivability
