The 55 basis point (bps) spike in the US 10-year bond yield, triggered by a combination of FOMC’s hawkish commentary and BOJ’s relaxation of the yield control curve (YCC) has made......
'Yet the market didn't do all that badly because it was cushioned by domestic inflows.' Illustration: Uttam Ghosh/Rediff.com India's outperformance over the past year is largely due to troubles in......
'Recent underperformance notwithstanding, equities should constitute a major part of investors' financial portfolio.' Illustration: Dominic Xavier/Rediff.com Over the past few months, global......
Illustration: Dominic Xavier/Rediff.com Emerging Market (EM) equities that have been accustomed to the 'easy money' policy of the major global central banks to stem the impact of Covid......
'Overtightening of monetary policy by central banks and the spread of new Covid variants, which may force governments to restart lockdowns or restrict mobility.' Illustration: Uttam......