Rising yields after the US-Iran conflict have dragged long-duration debt funds into losses. But fund managers see selective opportunity at the long end of the curve.
2 min read14 Apr 2026All six members of the monetary policy committee backed holding the policy repo rate at 5.25%, the minutes showed. The decision follows cumulative rate cuts of 125 basis points since February 2025, with members saying that transmission of the December reduction is still underway.
3 min read20 Feb 2026Government bond yields remain stubbornly high despite a cumulative 125-basis point rate cut since February last year, reflecting supply pressures and weak policy transmission, with the RBI increasingly expected to rely on liquidity support.
5 min read18 Feb 2026With 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 read12 Feb 2026The 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 2025Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.