Consequential Currency
I usually work with a base case view and not the most optimistic or pessimistic take, and this note is no different. Its approach is forming an...
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India: De-Leveraged, and Hence Set on a Path of Investment-Led Growth
Real GDP will grow 8% in FY22/23 as strong nominal GDP (+26.7%YoY in Apr-Jun'22) bolsters tax revenue, lowers the fiscal deficit and crowds in...
355 Views
Positioning and Imbalances
Ā Ā Efforts to identify peak inflation and yields or lows in growth stocks and new investments have not worked in 2022. Ā The assumption has been...
318 Views
Indiaās āSurpriseā 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...
518 Views
Axis Multi-Asset Strategy: Focus on Asset Allocation to Maximize Returns in FY23
Covid-19 Update: Caseload continued to decline in Marā22 ā After the accelerated rise witnessed in mid-Janā22, Covid-19 cases in India declined...
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