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...
428 Views
Positioning and Imbalances
Efforts to identify peak inflation and yields or lows in growth stocks and new investments have not worked in 2022. The assumption has been...
357 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...
580 Views
A powder keg
While much focus has been on EURO/USD cross, Asian currencies haven’t seen that much focus due to range-bound markets. That is until two weeks ago...
590 Views