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Economy
India joins Global Bond Indexes: What it means and What it doesn’t
Indian bonds will soon be in global indexes, says JP Morgan. Looking beyond the rhetoric, we analyze what it really means. It's a nice party, but will this ...
Economy
Money’s getting expensive, and fast, and what you can do about it
The debt markets are cowering in fear. Short term rates are rising very very fast. And there's no respite even for the government. Here's a quick take one the ...
Economy
Podcast: Investing in a world with high interest rates
Deepak and Shray discuss on navigating the current investment landscape, what higher interest rates could mean for various asset classes, and the assets one ...
Economy
Freeing the Rupee: RBI Allows Foreign Trade Settlement in INR
The internationalization of the rupee gets a major kick. We can denominate trade in Indian Rupees (INR) rather than in USD or EUR, with the RBI freeing up ...
Economy
Following a Drunken Man: When Macros Overwhelm Markets
Here's where we explore the macro, which looks very good in India despite all these rate hikes. And how things will get worse before they get better. Why you ...
Economy
What RBI’s Sudden Rate Hike Means for You
The RBI has suddenly increased interest rates by 0.40% (40 basis points or bps) for the first raising cycle in four years. There's a huge impact on debt mutual ...
Economy
A strange Rate Hike and a messy inflation print present a weak macro for India
Did RBI increase rates? What did RBI say that spooked the bond market? What's inflation looking like? We take a look at the macro, with charts and data that ...
Economy
Where to invest in 2022: Challenges and Opportunities
After a violent 2021, what's going to happen in the next year? What are the various things that are likely happen? And what should our response be to them? We ...
Economy
Macronomics: Are FIIs really selling? Oh, and India’s a net exporter now
Are Foreign Investors really selling? Is the Indian Rupee getting stronger? And India turns net exporter! Here's a look at the Indian macro ...
Economy
The Macro Score: Markets: 1, Economy: 0
The picture on the macroeconomic front isn't looking very good, so we take a look at the details. The stock market may be looking up and at all time highs, but ...
