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March ' 26 GOI Report

In our 05-Feb-26 report (10Yr GOI 6.65%) we had reasoned that the RBI would not cut rates (they did not) as there were chances of a rise in CPI in the coming months. We concluded that the 10Yr GOI has room to rise to 6.9-7.0%. Since then, the 1-mth TBill (5.01%) fell to a low of 4.47% but has risen back from there.

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May '26 Monthly Forecast

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May'26 EURUSD Report

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May'26 GOI Report

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May'26 Crude Oil Report

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