Union Budget, bond markets and SEBI’s policing blues

Advait here. You must have read our take on this year’s Union Budget. If not, you can do so here. The capex festival is a great way to fire up the economy. But financing it, as we said, is a big question mark. Not just us, the bond market thinks so too. Now that has implications for all of us. If that sounds ominous, market regulator SEBI’s position on mutual funds is tricky too. Read on.

RBI may not play superhero anymore

If you noticed, nearly everyone cheered the Union Budget, save for the bond markets. Now that has …