As we approach the middle of 2025, the global bond market is flashing mixed signals. While…
Tag: macro stability
Key Motivators Powering Our Improvements
The strong momentum in high-frequency growth indicators confirms our hypothesis of a constructive growth outlook for…
India is facing a new cosmopolitan dragon: Stagflation 2.0
Reports from multilateral financial institutions, newsletters from hedge funds, central bank documents, news bulletins and social…
External weaknesses: Time to review the rupee
India’s latest export figures will please trend watchers. Outward shipments in May were up 15.5% from…