With bond yields firming up, fund managers say debt fund investors need to strike a careful balance in their portfolios to guard against further upside risks. Here's how they are positioning debt strategies in the current environment.
5 min read07:00 AM ISTThe RBI's decision to maintain the repo rate at 5.25% reflects a consolidation phase amid economic stability. Analysts suggest that further rate cuts may occur if growth slows, especially with a projected 25 basis point cut possible in the next financial year.
3 min read6 Feb 2026According to market expectations, the central bank is unlikely to announce a rate cut in the upcoming policy announcement on Friday, February 6. The bank is expected to keep the repo rate unchanged at 5.25%.
2 min read6 Feb 2026According to experts, the Federal FOMC's decision to keep rates unchanged has important implications for global monetary policy, including India.
2 min read29 Jan 2026Private sector banks are poised to maintain stable net interest margins in Q4 FY26, despite a 25-bps Reserve Bank of India rate cut in December.
4 min read19 Jan 2026Market experts believe that 2026 is likely to remain a selective market. Global conditions will continue to be shaped by interest rate expectations, trade developments, and geopolitical risks.
3 min read4 Jan 2026Hopes are high that 2026 will script a different and more positive story. Earnings strength, policy support and a robust macroeconomic setup are expected to be the key forces that could shape the stock market outlook this year.
4 min read27 Dec 2025The Consumer Price Index rose to 0.71% in November from 0.25% in October. YES Bank economists predict the MPC will maintain a neutral stance, with no further rate cuts unless growth weakens significantly.
2 min read20 Dec 2025India's inflation outlook limits room for monetary easing, but “lower for longer” rates remain plausible, says Neelkanth Mishra.
2 min read16 Dec 2025Emkay predicts an 11% increase in Nifty 50 to 29,000 for 2026, focusing on Discretionary and other key sectors. It remains Underweight on Financials and IT due to competition and valuation concerns.
2 min read12 Dec 2025