Posted by: Uma Shashikant and Deepa Va... on Wed, Dec 17th, 2014

How do banks respond to RBI's Rate Actions? Part 1 : ...

Monetary policy is effective only when RBI actions are transmitted to bank lending rates. Part 1 of this blog explains how the asymmetric nature of monetary transmissio

Comments(0)Read More

Posted by: Deepa Vasudevan on Wed, Nov 19th, 2014

Decoding the Yen Depreciation...

The yen has depreciated by over 35% since the Abe government took over two years ago. The policies of Abenomics aimed to pull Japan out of decades of low growth and def

Comments(3)Read More

Posted by: Girija Gadre on Fri, Oct 17th, 2014

Impact of FATCA on investments by US persons...

FATCA, a US legislation calls for reporting of offshore investments by US persons and places responsibility on foreign financial institutions to collect and report info

Comments(0)Read More

Posted by: Deepa Vasudevan on Sat, Oct 11th, 2014

The Rate Liftoff: Why Markets Don't Like it...

As the US Fed ends its QE program, a phase of easy money is about to end. Nervousness about the expected US rate tightening has led to widespread volatility and sell of

Comments(1)Read More

Posted by: Deepa Vasudevan on Wed, Oct 8th, 2014

The Much Discussed Slowdown in Bank Credit...

The sudden decline in bank credit growth has led to a view that investment will pick up only if interest rates are cut to stimulate the demand for bank loans. This blog

Comments(1)Read More

Posted by: Deepa Vasudevan on Wed, Oct 1st, 2014

The Importance of the September 2014 Monetary Policy...

The September 2014 monetary policy clearly signals that RBI will focus on controlling inflation. Its willingness and ability to reduce interest rates will depend on gov

Comments(1)Read More

Posted by: Deepa Vasudevan on Fri, Sep 12th, 2014

The Statistical Truths in GDP growth...

Real GDP grew by 5.7% during the quarter April-June 2014, at the highest quarterly growth rate since 2012. However, as the economy emerges from several quarters of poor

Comments(0)Read More

Posted by: Deepa Vasudevan on Wed, Sep 3rd, 2014

Can Bank Credit Provide Enough Impulse to Investment?...

The change in the flow of bank credit, or credit impulse, is better able to predict recoveries from a recession as compared to other credit variables. Data shows tha

Comments(0)Read More

Posted by: Uma Shashikant on Sun, Aug 3rd, 2014

Debt Funds and FMPs- What Now? Part 2- Why Tax Can't ...

This is the full story. There is no real tax arbitrage in a debt fund any more.  SWP or STP, the tax is all the same as long as holding period is less than 36 months. 

Comments(1)Read More

Posted by: Uma Shashikant on Mon, Jul 28th, 2014

Debt Funds and FMPs - What Happens Now?...

After the amendment to the Finance Bill, debt funds redeemed after July 10 will be subject to new tax rules. What are the choices for investors in FMPs and debt funds?&

Comments(6)Read More

Subscribe to Newsletter

Stay updated with what's new. We'll keep you posted on the latest featured topics


No Blogroll.