Primer
Discover our latest featured primer articles handpicked by our team of experts. From market trends to investment strategies, these articles offer fresh perspectives and actionable advice to guide your wealth management decisions.
Primers
From Liquidity Surge to Supply Pressure: Why RBI Turned to OMO Sales
More liquidity does not always mean lower bond yields. Large foreign inflows prompted the RBI to withdraw surplus cash through OMO sales, which also increased the bonds available in the market. With heavy government borrowing and rising macro risks, investors face pressure from both tighter liquidity and higher bond supply. This primer explains the implications […]
RBI’s Monetary Policy Review
On October 07, 2026, RBI’s Monetary Policy Committee (MPC) made following policy decisions: The RBI’s MPC voted unanimously to raise the repo rate by 25 bps to 5.50%. The MPC also decided to change the stance to calibrated tightening with a vote of 4:2. Executive summary of RBI’s press releases/ press conference: Global Economy: • […]
Tussle between Attractive Micros and Challenging Geopolitical Factors
Geopolitical friction dictates short-term volatility, but corporate earnings and reasonable valuations govern long-term equity returns. Despite headwinds from Middle East tensions, high oil prices, a softer currency, and foreign selling, corporate fundamentals remain resilient with broad-based profit beats and upward estimate revisions. With key indices trading at a discount to historical averages and robust domestic […]
2024 HDFC TRU