Bond Market

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 

Government did not rock the boat for bonds as Budget restrains borrowing

There is no negative domestic factor for the bond market this year

MC Explains| Will RBI surprise the bond market with another large dividend transfer?

As per the RBI Act's Section 47, after making provision for bad and doubtful debts, depreciation in assets, contributions to staff and superannuation fund and other matters, the balance profit shall have to be paid to the Central Government.

Rising dollar, US yields could rob bond market of lower supply benefits

A friendlier fiscal and monetary policy may fail to benefit bonds as foreign money flees

India's debt market needs to get its mojo back, says Mihir Vora of TRUST Mutual Fund

"In the US, the bond market is three to four times the size of the loan market, while in India, it’s the reverse. In the US, corporate bond turnover is about 2x annually, whereas in India, it’s only 0.3x," said Mihir Vora, noting the need to bring back vibrancy in India's bond market.

SEBI relaxes ISIN restriction for issuers looking to list debt securities under new regulations

Regulation 62A of the LODR Regulations gives an option to listed entities to list its NCS issued on or before December 31, 2023

NHAI plans Rs 1,000 crore green bonds to fund eco-friendly initiatives along Delhi-Mumbai Expressway

The first of its kind green bond issue is expected to be launched in the second week of December, and will fund avenue plantation, animal underpasses, stormwater drainage, rainwater harvesting etc on the Delhi-Mumbai Expressway project.

Personal Finance: Collective demand can feed the bond liquidity window

There are managed funds, which address investors seeking higher return from bonds, through actively participating in the interest rate and credit cycle opportunities

Explained: Why SEBI cracked down on three unregulated bond platforms; what it means for other players

According to the regulator's order, the platforms seemed to be used to get around strict public-issue norms to sell bonds to a large number of investors.

Explained: Why has SEBI suggested that debenture trustees hive off a large part of their business?

In a consultation paper issued on November 4, the Securities and Exchange Board of India explained its reasoning.

Bond market is set for a take-off

India’s debt market has seen important changes over the last few years to push it towards a tipping point. Growth of private credit, advent of retail investors and inclusion of Indian fixed income in global indices indicate that the investor base is both widening and deepening to support a larger and more diverse capital requirement

Explained: What is the corporate bond market's new liquidity window facility and who stands to benefit?

To encourage greater participation of ordinary investors, the regulator has introduced this facility for the debt market. Here’s a breakdown of what this means.

US Federal Reserve’s uncertain destination troubles the bond market

The central bank cut interest rates by 50 basis points and yet 10-year Treasury yields, a benchmark for mortgages, actually went up

Whatever happened to the wisdom of the bond market?

This supposedly brainy sector has been displaying memestock-like tendencies for a while now

India's debt over deficit plan includes gradual return to pre-Covid borrowing levels

The new medium-term fiscal consolidation path has been linked to a reduction in debt-to-GDP ratio instead of merely focusing on progressively targeting a narrower fiscal deficit target. Given this shift, the plan is to steadily reduce gross market borrowings, which was at Rs 7.1 lakh crore in FY20, the last 'normal' year prior to the pandemic.