Is the Equity Market rally sustainable!
An assessment of the sharp equity market rebound amid the COVID-19 pandemic, analysing drivers behind US market strength and implications for Indian equities.
Credit Policy & Inflation forecast by RBI
RBI maintained a neutral stance and repo rate but raised its inflation forecast, triggering a bond market sell-off. We believe inflation risks are overstated, creating an attractive opportunity in long-duration fixed income.
Where are the Indian Equity Markets headed?
An assessment of Indian equity markets amid liquidity-driven rallies, elevated valuations, economic recovery risks, and evolving monetary policy dynamics.
Paradox posed by US Financial Markets
Despite a once-in-a-century pandemic severely impairing real economic activity, US equity markets have rebounded sharply—raising fundamental questions about market assumptions, policy effectiveness, and expectations of a medical breakthrough.