RBI has kept the repo rate unchanged for the ninth month in a row. And our inflation data seems to be weird. Headline inflation has been volatile. It increased to 5.1% in June after remaining steady at 4.8% during April and May. Food inflation has been sticky and rising, but core inflation is at its historic lows. India’s 10-year bond yield hit a 28-month low. In short, weird events have happened since the pandemic ended and there has been no shortage of drama in the Indian bond market in...

Welcome back to The Big Perspective. Here, we talk to some of the smartest minds in the Indian markets and pick their brains about the biggest trends shaping the Indian markets. A lot has been happening in the markets. Some sectors have seen crazy rallies, there have been valuation concerns in the markets, and volatility is back in the markets after a long time. Well, to cut a long story short, there’s been a lot of enthusiasm and excitement around. To make sense of it, we spoke to Ashish...

Welcome back to The Big Perspective, where we talk to some of the smartest minds in the Indian markets and pick their brains about the biggest trends shaping the Indian markets. In this episode, we spoke to Sankaran Naren, the Chief Investment Officer of ICICI Prudential Asset Management, one of India's largest asset management companies. Naren has over 3 decades of experience and has seen pretty much the entire history of the Indian markets. In this fascinating conversation, we speak to...

The Indian economy is booming, and so are the financial markets. Everybody, from retail investors to large foreign investors, wants a piece of the action. What's behind the optimism? Will the good times continue? In the first episode of The Big Perspective, we speak to the super-insightful Deepak Shenoy on all things markets and the economy. If you are even remotely interested in the markets and the economy, this is a conversation you don't want to miss.