CPI Remains Stable…Upside Risks to Food Inflation Emerge

The Elephant in the Room Should Retreat to the Jungle Again

CPI Unchanged…Food Inflation Playing Truant

RBI Policy: Status Quo Maintained

Interim Budget – A Glimpse of things to come…

Monetary Policy: Stability From A Prolonged Hold

Headline inflation number further eases…

The Fed and the Markets

Headline number stabilises…for now

RBI Policy: India Too Higher For Longer

Growth – Meets Expectations

RBI Policy: Hawkish Tone, Longer Pause

A hawkish pause…

Food basket weighs on headline numbers…

The pause is just “a bend in the river.”

RBI Policy: A Long Pause on the Anvil

The Fed and the Markets

The Fed and the Markets

Inflation remains outside RBI’s target range

Inflation surges again…

RBI Policy: Perspectives

The US – “A Touch & Go Slowdown”, Policy Moderation Likely

Inflation eases to a twelve-month low

The Fed and the Markets

The Pace of Tightening Slows…

Inflation eases to a three-month low

Fed Relentlessly Chasing Inflation

Volatile food prices push inflation higher

Tighter Policy but Real Rates in Focus

Volatile food prices push inflation higher

Warmer days after Jackson Hole…

Inflation eases, supported by softness in food prices

The Fed and the Markets: A Cat that Catches Mice…

Inflation remains flattish, supported by softness in food prices

The Fed and the Markets

Inflation eases, but expected to remain elevated…

RBI Policy: Accommodative to Qualified Accommodation

Inflation continues to harden

RBI Policy: Aggressive Liquidity Management, Higher Short-Term Rates

Inflation falls within RBI’s target range after two months

Monetary Policy: Market sniffs an approaching normalization …

Inflation outside RBI’s target range second time in a row…

The Fed: Broad Hints of a Gradual Reversal of Policy

Inflation outside RBI’s targeted range

Accommodative at the Core, Policy turns to Equitable Distribution of Liquidity

Q4FY21 GDP Update

Base effect moderates CPI and boosts IIP

India Macro – CPI & IIP

Monetary Policy: Nurturing the Recovery

Manufacturing growth continued to improve, albeit at a slower pace

Govt Borrowing Program – H1FY22

Rising Food Prices Pushes Headline Inflation to 3 Month High

Q3FY21 GDP: Momentum needs to be sustained

Easing Food Prices Keep Headline Inflation Under Check

Policy is accommodative, but shadows of selective tightening emerge…

Budget FY22: Anchored to Growth

IIP: Contraction After Two Months of Growth

Easing Food Prices Pulls-down Headline Inflation

The Fed: Policy stance unchanged, underlying tone less aggressive

Some Respite from High Food Inflation

IIP: Stays in Expansionary Zone

Accommodative Stance to Continue But Rate Cut Cycle is Stalled

Q2 GDP: What do we read into it?

High Food Inflation Keeps Headline CPI Elevated

IIP: Back in Expansionary Zone

CPI Surges Ahead, Riding on High Food Inflation

IIP: Sixth Consecutive Month of Contraction

RBI Policy Review: Accommodative with Liquidity Focus

The Fed Statement & the Markets

CPI inflation sticky at 6% level…

IIP: Fifth Consecutive Month of Contraction

SEBI Circular on Asset Allocation of Multi Cap Funds

GDP Growth contracts…the worst ever…

Food and Fuel inflation push headline numbers higher…

RBI Policy Update

The veil of inflation does not pale the soft money policy…

IIP: Third Consecutive Month of Contraction

IIP: Factories Report Nil Production

CPI: Food Inflation Remains Firm…

IIP: Growth Sees Sharp Contraction

Food Inflation Spikes Amidst Lockdown…

Product Note – Arbitrage Fund

The FT Event & After: A Crisis of Confidence

Brent, the barrel is set rolling…

RBI Fires its Second Salvo…

Equities: Perspectives and a Case for Investing

Fixed Income & Bond Market:

Easing Inflationary Pressures…

Government Borrowing Program – H1 of 2020-21

Fully Accessible Route (FAR): The Pros & Cons

RBI Policy: Unprecedented Times, Unprecedented Measures

Antyodaya: Lifting the Daily Wage Earner and Others

The Short-End Worries: Liquidity May Improve

The Fed and the World: Policy Implications in Volatile Markets