BUSINESS
India's interest rate outlook may run into Trump policy hurdle
Expectations of a cumulative 50-75 bps rate cut are still pencilled in, but it may take place over a longer period than anticipated earlier
BUSINESS
As central bank easing begins globally, RBI would tread carefully
Middle East tensions are a significant risk to India and the RBI would be careful before considering a pivot
BUSINESS
More easing in store for bond yields in medium term
Expectations of rate cut from the RBI could drag the 10-year bond yield to 6.5 percent
BUSINESS
Investors will remain positive post Budget on Indian fixed income assets
Today’s headline budget numbers are likely to be welcomed by S&P and other global rating agencies as the government has maintained its commitment to fiscal consolidation and could certainly open room for India to get a rating upgrade over the next 2 years
BUSINESS
Indian bonds to attract long-term passive global flows amid staggered RBI rate cuts from Q3
Political stability, fiscal discipline and gradual monetary easing set the stage for bonds to attract flows from global investors
BUSINESS
Second half of FY25 could bring rate cuts from RBI, lower bond yields
Fixed income investments have the potential to generate capital gains in the next 12-18 months
BUSINESS
Bonds are a good play as RBI may not wait for US to cut rates
A lot of the potential interest rate direction in the US and elsewhere now hinge on how Middle East politics shape up and how soon tensions reduce there
BUSINESS
India’s 10-year bond yield to ease to 6.50-6.75% by H2 on FPI demand, policy rate cuts
Major central banks globally, including the RBI are expected to begin policy rate cuts this fiscal. Coupled with a lower than expected supply, Indian bond yields could ease from current levels
BUSINESS
India's bond market is in a sweet spot on strong flows
Bonds have consolidated their gains after a sharp run-up in early February, and the 10-year sovereign bond may trade at around 7.0% in the near term and head further lower in FY25
BUSINESS
Ten-year sovereign bond to trade below 7 percent in near term
Policy rate cuts by global central banks seem visible over the medium term and well-managed duration funds like Dynamic bond funds, Banking & PSU debt funds can benefit
BUSINESS
Budget 2024: Strategic recommendations that may move the needle
Government bond yields are likely to head lower in the next financial year mainly led by expectations of lower global policy rates, expected foreign inflows after global bond index inclusion and in-line government borrowings
