It’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 2025Analysts suggest that the US Fed’s 50 basis point rate cut could spark a global rally in debt markets, enhancing liquidity and reducing borrowing costs for businesses and consumers.
1 min read19 Sep 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 2024Nomura predicts that uncertainty will linger until 4 June when final election results are revealed, with exit polls on 1 June offering some clarity. Nomura foresees positive market reactions in case of BJP or NDA victories, but a sell-off if I.N.D.I.A wins.
6 min read27 May 2024Long bond yields in India expected to stabilize in the coming months and decrease over the next year. Investors advised to increase Fixed Income allocation at yield upticks. Dynamic Bond Funds and Gilt Funds likely to perform well this year.
3 min read7 May 2024FPIs’ net investment in the country’s debt markets stood at ₹121,059 crore for FY24. This was the highest FPI inflow in the debt market since FY 2014-15, when they infused ₹130,302 crore.
3 min read1 Apr 2024Vishal Goenka highlights the importance of including Indian bonds in global indices. He emphasizes diversification through bond investments and understanding key factors like maturity, credit ratings, and market conditions for informed decisions.
9 min read6 Mar 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