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In This Issue: Editor’s Column – Credit Risk is Moving Away from Banks to Bond Markets Winds of Change are Blowing in Road Infrastructure Sector Weekly Issuer Data – AA and B[...]
FIIs/FPIs have sold Indian equity shares worth Rs. 100 billion in the month of May 2018 and sold shares worth Rs. 8.31 billion till now in this month. The Nifty Index futures witne[...]
India’s CAD 4th Quarter (January – March 2018) and Full Year (April – March)  2017-18 For the period April-March 2018,  CAD increased to 1.9% of GDP from 0.6% of [...]
RBI sold USD in April 2018, the first month of sales over at least one and half years. Indications are that RBI continued USD sales in May. RBI has also let its forward USD positio[...]
FIIs/FPIs have sold Indian equity shares worth Rs. 100 billion in the month of May 2018 and bought shares worth Rs. 22.41 billion till now in this month. The Nifty Index futures wi[...]
In This Issue: Editor’s Column – Rate Hike Cycle is Credit Positive Rating actions over the last one year Weekly Issuer Data – AA and Below                     Rating Upgrade[...]
We are rebalancing our fixed income growth portfolios based on our outlook on fixed income markets and Fixed Income Investment Strategy 2018 Fixed Income Growth Portfolio (FIGP) We[...]
Click Here to Read Fixed Income Strategy Note Click Here to Read Currency Strategy Note Click Here to Read Commodity Strategy Note  [...]
In the Fixed Income Strategy Note released in January 2018, we positioned our strategy on rising interest rates, which have come out as per our expectations. Bond yields have risen[...]
Introduction The global currency market is likely to witness high volatility in the remaining part of 2018 amid political uncertainty, trade wars and geopolitical worries. The on &[...]
Gold will under perform while industrial metals out perform. Oil will stabilize, Commodity prices continued to recover in the first half of 2018, the recovery started in 2017 after[...]
RBI rate hike is  more positive than negative for markets The 25bps rate hike by the RBI lowers uncertainty for markets on the timing of the hike. Bond yields are largely factoring[...]
  Click Here to Read Our Full Analysis[...]
The 6th June RBI monetary policy has a lot of significance to markets and your investments. Arjun Parthasarathy will take all your questions on the policy at 4 pm on the on 6th Jun[...]

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