Bond Market

Bond market borrowings may stay elevated next couple of years on repayments, says DEA Secretary

Tools such as OMOs, buybacks, and switches will be used to manage bond market borrowings in FY27, Thakur said.

Why India Budget 2026 is constructive from a fixed income perspective

The government's FY27 fiscal deficit target of 4.3% of GDP and elevated capex allocation reinforce policy credibility though higher gross borrowings will test market appetite in the near term

Higher FY27 borrowing to keep bond yields under pressure; RBI support crucial

Bond market participants feel that the headline fiscal numbers were largely reassuring, but the elevated gross supply of dated securities could weigh on yields until clarity emerges on demand conditions making support from Reserve Bank of India very critical to determine the trajectory hereon.

What this Budget means for rates and fixed income strategy

The government doubles down on manufacturing, resilience, and public investment, but higher borrowing keeps the yield curve steep and duration risks tilted to the long end

The outlook for equity and bond markets as Budget day nears

A weak start to equity markets in 2026 leads to the possibility of a post-Budget rally, if it manages to improve market optimism 

What bond markets should expect from the FY27 Budget

Bond markets should expect steady fiscal consolidation in FY27, with the deficit targeted at 4.2% of GDP and gross borrowing rising to ₹16.5+ trillion despite manageable net supply

Beyond rate cuts: Key watchpoints for Indian bond traders heading into 2026

Indian bond markets stabilize as RBI's rate cut cycle pauses; 10-year yield consolidates at 6.57-6.59%. Focus shifts to liquidity management, fiscal dynamics, currency stability, and global flows shaping yields.

Why bond investing in 2026 will be like batting on a sticky wicket

As the monetary easing cycle ends, India's bond market in 2026 faces a tricky landscape of fiscal pressures, heavy supply, and shifting demand—requiring cautious, accrual-focused strategies amid a steep yield curve

What awaits the bond market in 2026

Surplus liquidity would keep the shorter end of the curve anchored

Sebi’s high value debt entity tweak may have limited impact on lower-rated bonds

Market participants believe that the benefits will be concentrated on the BFSI ecosystem, which dominates India’s corporate bond market.

Lack of developed corporate bond market will become bottleneck to India’s growth: NITI Aayog V-C

New NITI Aayog report sets out a three-phase reform roadmap as India’s equity market continues to outpace corporate debt seven-fold.

Bond market split on RBI’s rate cut outlook, issuances and coupon demand diverge

This week Rs 25,023 crore has been raised through corporate bonds. Corporates and banks raised Rs 15,193 crore via BSE’s electronic book platform and Rs 9,830 crore on NSE’s EBP

RBI's g-sec holdings rise, bond yields to stay rangebound: Report

Central government is likely to borrow around Rs 1 lakh crore every month until February 2026, with a smaller amount expected in March, a report said

Long-term bonds on fiscal tightrope, yields may feel the stress

The fixed income landscape is undergoing a fundamental shift, with both the monetary and fiscal policy getting into a tough lane

Why the bond ‘rout’ might not be what it seems

Global market trend is more a technical move specific to 30-year issues

Is the Indian bond market poised for a rebound?

Lower-than-expected revenue loss from the GST rate rationalisation and some scope for interest rate cut could be favourable factors

Welcome to the new bond order

India's bond market faces headwinds as Trump's tariffs and GST reforms create a complex macro environment, though favourable liquidity conditions may limit yield upside

As inflation eases, time to reposition your bond strategy?

With the RBI adopting a neutral stance, bond investors now have an opportunity to recalibrate their positions 

Fixed income strategies in a 'lower for longer' rate environment

In a lower for longer regime, fixed income investors must focus on high credit quality

Indian Bond Market Resilience: Why oil price surge won't derail fixed income

Oil prices surging amid Israel-Iran tensions typically spell trouble for Indian bond markets, but structural economic reforms have dramatically reduced this vulnerability

Now is the time to reopen the Eurozone bond debate

The EU now has a unique chance to capitalise on investor doubts about the US and promote the euro as a reserve currency 

Watch for the ripples in otherwise calm bond markets

Despite a broad rebound in US equities since tariffs rattled the world, long-term Treasury yields have not fully followed suit

Banking Central | Bond market is caught in uncertainties

On the one hand, inflation has softened, with CPI falling to 4.31% in January — a positive for bonds. On the other, global uncertainties and the RBI’s cautious policy stance are keeping traders from making bold bets on lower yields

What’s ahead for bond investors?

Going forward, we see room for at least one more rate cut in April. If current growth sluggishness continues, we might see further rate cuts beyond April

Bond markets are back in the eye of the storm

If the RBI cuts rates then overseas investors may find yields on bonds significantly less attractive due to higher taxes, lower coupon rates and the currency risk