BUSINESS
Any incremental rate hike could at best be an insurance rate hike: Lakshmi Iyer of Kotak AMC
Global growth concerns may continue to linger, we see more headwinds than tailwinds for now.
BUSINESS
It's fair to assume policy rates at 5.75% level by March 2023, says Lakshmi Iyer of Kotak AMC
While rate hike process may not reverse anytime soon, the pace may moderate before a pause.
BUSINESS
RBI Policy | Expect a departure from 'accommodative' to neutral stance but without any rate action, says Lakshmi Iyer of Kotak AMC
Markets will look out for some policy announcements to anchor the long end of the yield curve—Operation Twist, GSAP, HTM dispensation, etc
BUSINESS
RBI's policy stance remains dovish without signs of a reverse repo rate hike, but stays cautious on growth
The central remains cautious on growth, and with no material tweaks on the headline inflation front, it reinforces the view that it is mindful and not paranoid on the inflation front.
BUSINESS
RBI may kick-start the corridor narrowing process in December if no spike in COVID-19 cases after festival season
The overall tone of the policy remained dovish with a focus on growth and ensuring that the growth improvement is more long term and sustainable in nature.
BUSINESS
Expect reverse repo hike by end of CY 2021: Lakshmi Iyer
There is a high chance that the overnight rates may continue to hug the reverse repos rate in near term. So as a logical next step, we could see some more VRRR quantum increase in the October policy, but a reverse repo hike could be delayed at least till the end of CY 2021.
BUSINESS
RBI Monetary Policy | 'Liquid oxygen moments for bond markets'
The inclusion of state development loans in the remainder of G-SAP 1.0 is a good move to aid SDL yields to stabilise. The expectation for SDL inclusion in GSAP 2.0 is hence realistic.
BUSINESS
RBI's liquidity measures are accommodative yet mindful of normalisation: Lakshmi Iyer of Kotak Mahindra AMC
Despite the current situation, the RBI does not see significant revisions to growth or inflation forecasts for now.
BUSINESS
G-SAP 1.0 is a masterstroke by RBI to support government borrowing program: Lakshmi Iyer
The current surplus liquidity is here to stay for some time (may reduce gradually), hence investors need to bucket their fixed-income investments and avail the carry available across debt categories.
BUSINESS
Women's Day 2021: Lakshmi Iyer of Kotak AMC on her journey into the world of finance
The world of financial services is an exciting journey, with its own share of adrenalin rush and somber moments. If you have the passion for a career in this arena, go challenge yourself and make it happen.
BUSINESS
RBI serves a buffet, markets wanted a la carte, says Lakshmi Iyer of Kotak AMC
Investors in fixed income should brace for volatility. It is extremely important to stay the intended investment tenor to help ride out such moves in bond yields.
BUSINESS
A pre-Diwali Dhamaka for bond markets from RBI
The suspense has finally ended and the Monetary Policy Committee (MPC) has announced its verdict. The status quo decision on rates doesn’t come as a surprise to bond markets.
BUSINESS
'Wait and watch game begins as RBI unlikely to tinker with rates on Wednesday'
The factors that will influence the pause could be CPI inflation coming in below the RBI’s target, the recent decline in crude oil prices, and the rupee's recent appreciation
