
Decoupled: Better inflation dynamics can lower yields in India for longer
Financial Express India’s inflation trajectory has been stable leading to compressed differentials with the US: this led to a lower rate hike cycle and a possible longer-term lower yields Reserve Bank of India’s (RBI’s) pause in its recent policy announcement has now been commented upon by many: it has been noted clearly that it is a pause, not a pivot. We look beyond the … Read More Decoupled: Better inflation dynamics can lower yields in India for longer