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What’s the Buzz with The Yen Carry Trade? 🇯🇵
The yen carry trade is not that profitable any longer. How does this impact the markets?
Chaitanya Devpurkar
Aug 12, 20242 min read


Bad News for the US = Good News for India? 🤷🏻♂️
Will the latest jobs data prompt the US Fed to cut rates faster?
Chaitanya Devpurkar
Aug 3, 20243 min read


Stuff from the Budget That Actually Matters 💰
Overall, we think the Indian budget was a positive, from a longterm viewpoint.
Chaitanya Devpurkar
Jul 28, 20242 min read


The Link Between Port Congestion and Interest Rates 🚢
Militant attacks in the Red Sea are turning out to be a threat to inflation. What will central banks do?
Chaitanya Devpurkar
Jul 21, 20243 min read
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