BUSINESS
Budget math holds as govt brings debt centre stage
Financing the fiscal deficit in FY27 through market borrowings would need the help of the RBI
BUSINESS
With neutral policy tone & liquidity management, rate cut unlikely any time soon
The comfort in the policy tone was no surprise given the relatively tighter system liquidity (despite recent easing), and steadily easing core inflation despite stronger growth.
BUSINESS
Interim Budget to be non-event, don't expect major move on tax mobilisation, rationalisation
The upcoming budget, being interim in nature, would likely be a non-event as far as big-bag announcements, new tax or spending pitches are concerned.
BUSINESS
RBI MPC: Comfortable tone amidst a comfortable backdrop
The RBI’s mention of the “risk of overtightening” amid a fluid global backdrop strengthens our view that domestic policy reversal will be a function of global dynamics.
BUSINESS
GDP data points towards weak growth patches ahead
BUSINESS
A global recession is necessary to pull back inflation. How should you invest then?
BUSINESS
Monetary Policy | MPC frontloads to play catch-up
BUSINESS
Q1FY22 GDP growth propped by base effect but still has silver linings: Madhavi Arora of Emkay
BUSINESS
MPC’s October meet may see more active debate on definition, pace, mode of accommodation
BUSINESS
'RBI may have to stretch GSAP/OMOs beyond Rs 4.5 lakh crore to manage impending demand-supply mismatch'
BUSINESS
'Unlikely to see any action of liquidity normalization in upcoming RBI policy'
BUSINESS
Global Stagflation vs Reflation debate: What the bond market knows that we don't?
