The Way That I Break : A Macro And Bond Update
Investors India|April 2023
Mr. Suyash Choudhary has over two decades of experience in Fixed Income. He has a strong track-record covering fixed-income research and fund management. His strength lies in his in-depth understanding of the macroeconomic environment, the ability to anticipate interest rate movements and the ability to identify attractive investment opportunities across market segments.
Suyash Choudhary
The Way That I Break : A Macro And Bond Update

Prior to joining IDFC AMC, Mr. Choudhary was associated with HSBC Asset Management (India) Pvt. Ltd as Head - Fund Management (Fixed Income) where he was responsible for investments of all fixed income funds. Before that, he was also associated with Standard Chartered Asset Management Co. Pvt. Ltd. as Fund Manager and with Deutsche Bank AG, where he was involved in treasury restructuring and credit & market risk modelling as part of DB Consulting Group, Asia Pacific.

Mr. Choudhary holds a Post Graduate Diploma in Management from the Indian Institute of Management, Calcutta and a Bachelor of Arts (Honors) degree in Economics from the University of Delhi.

Although we’d just done a detailed macro and strategy note recently, much has been happening in the world to merit an update. Stress at US regional banks followed up by worries around a large European one have suddenly brought financial contagion prospects front and centre with investors and regulators. This has had dramatic effects on the expected path of monetary tightening as well. We’d done a series of charts in our previous note (https://bandhanmutual.com/article/11911), and a good way to start this commentary is to compare these with where they stand today, just about a week later.

Source: Bloomberg, Bandhan MF Research. Note: Forward interest rates are using tenor based OIS models.

As can be seen above, the expected Fed funds rate as at Dec 23 has fallen by a staggering 170 bps plus over the past week or so.

Denne historien er fra April 2023-utgaven av Investors India.

Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.

Denne historien er fra April 2023-utgaven av Investors India.

Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.

FLERE HISTORIER FRA INVESTORS INDIASe alt
Thematic Fund Or Sectoral Fund, Which Fund Suits You?
Investors India

Thematic Fund Or Sectoral Fund, Which Fund Suits You?

A thematic fund is a type of mutual fund that focuses on investing in companies based on specific themes or trends.

time-read
2 mins  |
October 2024
Be Kind To Your Kidneys
Investors India

Be Kind To Your Kidneys

The kidney is a vital organ in our body which is four inches long and two and a half inches in width.

time-read
5 mins  |
October 2024
Have You Included A Passive Fund In Your Portfolio Yet?
Investors India

Have You Included A Passive Fund In Your Portfolio Yet?

The assets under management (AUM) of passive funds recently crossed the Rs. 10 lakh mark. While a significant portion of this money comes from institutional investors, such as the Employees Provident Fund Organisation (EPFO), these funds are also gaining popularity among retail investors.

time-read
1 min  |
October 2024
Mutual Fund
Investors India

Mutual Fund

1. SEBI allows mutual funds to buy and sell credit default swaps (CDS)

time-read
4 mins  |
October 2024
Insurance News
Investors India

Insurance News

1. The finance minister has launched a new NPS scheme named NPS Vatsalya

time-read
1 min  |
October 2024
ASK THE EXPERT
Investors India

ASK THE EXPERT

Dear Sir, I attended your webinar on post-retirement financial planning. As advised by your good self, I invested in NPS after retirement.

time-read
3 mins  |
October 2024
Market Mystery: Some Important Investing Lessons from Fund Managers Themselves
Investors India

Market Mystery: Some Important Investing Lessons from Fund Managers Themselves

Mr. Mahesh Patil is the Chief Investment Officer (CIO) of Aditya Birla Sun Life AMC Limited. As the CIO Mahesh oversees INR 3 lakh crore of assets under management.

time-read
6 mins  |
October 2024
How to make a cautious entry into equity funds during a bull market
Investors India

How to make a cautious entry into equity funds during a bull market

The number of mutual fund folios has been rising, with flows via the systematic investment plan (SIP) route reaching new highs.

time-read
4 mins  |
October 2024
All that you need to know to kickstart your retirement planning process
Investors India

All that you need to know to kickstart your retirement planning process

We all enjoy planning for the future. It’s a good idea to plan ahead of time for anything, from the day’s activities to a vacation.

time-read
5 mins  |
October 2024
5 Steps To Achieve Your Financial Goals
Investors India

5 Steps To Achieve Your Financial Goals

From a beach house, a Jaguar, to traveling the world – there are many things in life that we want to accomplish.

time-read
3 mins  |
September 2024