Macro Review Inflation for the month of May came in at 4.87%, which was in line with market expectations though Core Inflation Inched higher to 6%, which is worrisome. The core CPI has been rising and is a cause for concern. Inflation will likely peak in the month of July when it is expected to […]
Category
Debt Market
Debt Market: August 2017
Debt Markets Fund Manager Commentary August 2017 Fixed Income Market Update: August 2017 Key Market Highlights: • During the month we saw divergence in movement of yields across various asset classes. While short term CD, T bill and corporate bond yields fell on ample banking system liquidity, gilt yields rose on supply concerns and continued […]