BUSINESS
The changing global financial order and its consequences
Amid rising geopolitical tensions, fiscal imbalances, and unexpected policy shifts, the world’s reliance on the dollar is starting to waver. As cracks emerge in this long-standing financial architecture, global markets may be entering uncharted territory
BUSINESS
Why fixed income investors must now opt for shorter duration
The growth-inflation dynamics currently does not point to growth slowing down, therefore the room for a rate cut is very limited. Also, the flows into fixed income are likely to slowdown in the months ahead. Due to these factors, the yield in the medium term will go up
BUSINESS
Budget 2023 and debt market: Prefer shorter duration assets, stay cautious at longer end
While the government is consolidating the fiscal deficit, the pace of consolidation seems very nuanced especially when FY 2023 nominal growth is estimated to be higher than 16 percent
