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Intelligence Over Information
In a world shaped by rapid change, timely insights are now a necessity. At Burgundy Private, we bring you expert analysis that decodes the complexities of global markets, macroeconomic developments, currency trends, and investment opportunities both local and global.
Our insights are developed in collaboration with Axis Capital and are authored by seasoned in-house experts and strategists with deep expertise across global markets. Whether you are looking to understand the latest shifts in FX, delve deeper into monetary policy changes, or evaluate sectoral trends across economies, our market outlook covers it all.
We update this section regularly with monthly outlooks, special reports and timely commentary.
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latest from our experts at Axis Capital and Burgundy Private.
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Insights
At Burgundy Private, insights go beyond data. They bring perspective. Here, we distill research, trends, and expert views into meaningful takeaways that help you stay ahead in a constantly evolving financial landscape.
Economic Research | India
GST Redesign: Growth positive (0.4pp), but fiscally neutral
Neelkanth Mishra - Chief Economist
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Economic Research | World in Focus
Rate cut cycle resumes after 9-month hiatus
Neelkanth Mishra - Chief Economist
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Economic Research | Trade Wars
Why are tariffs not hurting US consumers yet
Neelkanth Mishra - Chief Economist
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Economic Research | India
Weak income tax receipts overshadow recovery in corporate tax
Neelkanth Mishra - Chief Economist
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Economic Research | India
India 1Q growth surprises: GST reforms may offset tariff headwinds
Neelkanth Mishra - Chief Economist
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Economic Research | India
GST 2.0 simpler, lighter and more contemporary
Neelkanth Mishra - Chief Economist
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U.S. Tarrifs:
India Strategy: Rising investment, lower OCF raising demand for debt
Neelkanth Mishra - Chief Economist
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U.S. Tarrifs:
Most of tariff burden borne locally; growth/inflation balance worsens
Neelkanth Mishra - Chief Economist
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U.S. Tarrifs:
Rate cut pushed out further; keeping options open may come at a cost
Neelkanth Mishra - Chief Economist
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U.S. Tarrifs:
Costlier deposits, cheaper equity: credit growth to rely on formalisation
Neelkanth Mishra - Chief Economist
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U.S. Tarrifs:
Banks losing share to bonds; credit-risk appetite revival is critical
Neelkanth Mishra - Chief Economist
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U.S. Tarrifs:
How to navigate the current market conditions
