Yields in Asia Are Far from the Peak – Part II
Rates in Asia are vulnerable to further correction as they are expensive versus the rest of EM, rising inflation should result in further rate...
281 Views
India’s “Surprise” Rate Hike Was Overdue
India's rate hike yesterday was in line with my view as I have been arguing for it based on the high inflation and narrowing rate differential with...
318 Views
Yields in Asia Are Far from the Peak
Rates in Asia are among the worst performers this year, but they should continue to underperform on the back of expensive valuations, rising...
258 Views
Axis Multi-Asset Strategy: Focus on Asset Allocation to Maximize Returns in FY23
Covid-19 Update: Caseload continued to decline in Mar’22 – After the accelerated rise witnessed in mid-Jan’22, Covid-19 cases in India declined...
396 Views
Risks to Russian Bonds from Escalating Sanctions
With new sanctions on the way, the risks to Russian bonds have increased. I list the possible risks for holders of Russian bonds under different...
307 Views