The RBI cut the repo rate by 25 basis points to 6.25%, marking its first reduction in five years. The monetary stance remains neutral, with a focus on inflation and growth. Sectors like banking, auto, and real estate are expected to benefit, despite market volatility.
4 min read7 Feb 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 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 2024While India is set to allow the trading of sovereign green debt from Gujarat by March 2025, lower taxes may not be enough to lift their appeal for foreign investors amid a lack of supply and small issuances.
2 min read22 Aug 2024Listed bond issuances through the electronic debt bidding platform fell sharply, in terms of the total amount raised, in the just-concluded financial first quarter. A turnaround, however, is likely, propelled by bank bonds.
3 min read15 Jul 2024India will have a 1% weight in the JPMorgan EM Bond index, which will gradually rise to 10% over a 10-month period. The inclusion is estimated to bring $20-22 billion of inflows into the India bond market.
5 min read26 Jun 2024Standard Chartered downgraded equities to ‘neutral’ due to uncertainty post elections, but sees opportunities in large-cap stocks and bonds.
2 min read13 Jun 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