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Ankita Pathak

Feb 1 • 6 tweets • 2 min read

@SahilKapoor

Budget day is noisy, chaotic! Here’s us trying to sum all that matters in 5 slides via #DSP5things

@SahilKapoor @dspmf

In summary 👇

1. Revenue picture

2. Total expenditure and cuts

3. Allocation to different schemes, the evident focus on infra

4. Sources of borrowing

5. Finally, the budget maths- clean, credible

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Ankita Pathak

@ankitapathak_

May 5, 2022

The term 'bear flattening' is likely to be the floating narrative now! What does it mean and how does it impact investors?

Bear flattener refers to the convergence of interest rates along the yield curve as short term rates rise faster than long term rates and is seen as a harbinger of an economic contraction.

So the term premium falls because the short term rates rise while long term stagnate

Why bear? Because rise in long term rates are considered as a signal of higher growth(&inflation) expectations, rise in short term rates purely reflect Central Bank's actions which emerge from tightening

Read 6 tweets

Ankita Pathak

@ankitapathak_

Dec 12, 2019

The tide is turning, again. This time it is gearing for a commodity led buoyancy in markets and Economy. Read our latest on #CommodityReflation

edelweiss.in/research/marke…

Commodities and dollar move opposite to each other

And dollar has topped out-set to weaken

Read 9 tweets

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