The next US president seems undaunted by how the bond market may react to inflationary policies (recall Carville?). But the rest of us, especially Indian equity investors, had better watch out.
1 min read20 Jan 2025It’ll be good if Sebi eases the path for foreign investors looking to invest in government securities. Especially since rising US Treasury yields after Trump’s win and a strengthening dollar are reducing the relative appeal of Indian paper.
1 min read13 Jan 2025The Indian economy needs a long capital-expenditure cycle to keep GDP growth up. Policy measures must aim for more private investments, larger FDI inflows and a deeper corporate bond market that has long-horizon investors—like insurers and pension funds—as participants.
4 min read9 Jan 2025Shankar Sharma humorously compares love marriages to AAA bonds and arranged marriages to junk bonds, suggesting love marriages can only downgrade while arranged marriages have growth potential, similar to the upgrade possibility of junk bonds.
1 min read29 Nov 2024Adani dollar bond prices plummeted to near one-year lows amid bribery and fraud accusations against the conglomerate’s chairman and others. Banks are reconsidering lending, while Adani refutes the allegations, claiming they are baseless.
2 min read25 Nov 2024China’s bond traders were disappointed by the recent legislative meeting, with the 10-year yield falling to a month-low after a 10 trillion yuan debt refinancing program was announced. Concerns about increased bond issuance linger as markets await further stimulus measures.
2 min read9 Nov 2024US 10-year bonds fell as the market volatility rose to the highest level in a year amid US election results, reported the news agency Bloomberg.
2 min read5 Nov 2024Mounting uncertainty surrounding the November 5 US Presidential Elections, combined with strong economic data leading investors to anticipate a less dovish stance from the Federal Reserve, has put US bonds under pressure and driven yields higher.
4 min read24 Oct 2024Stocks wiped out losses as the bond market stabilized after a selloff driven by prospects of a slower pace of Federal Reserve rate cuts.
5 min read23 Oct 2024Issuance of speculative-grade debt reaches nearly record levels, reflecting economic optimism.
4 min read21 Oct 2024The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared