BUSINESS
Bond Index Inclusion – A reality check!
Inclusion in global bond indices has led to the 10-year government bond yield coming down, at a time when global bond yields are rising. But even if the inclusion happens, it's unlikely to lead to large inflows immediately
BUSINESS
What will be the endgame for the current bout of inflation?
Is the recession threat real? How will it change the current inflation dynamics? How will the central banks respond? A simple answer to these questions is ‘nobody knows’
BUSINESS
Much of the increase in RBI’s policy rate is already priced in by bond markets
Markets are forward looking -- in all the previous rate hiking cycles, the maximum rise in yields had happened until the first rate hike
