INDIA RBI BOND MARKET MEETING
Indonesia bonds to extend edge over India on rate-cut bets
Investors are increasingly favoring Indonesian sovereign debt over Indian bonds, highlighting a shift in Asia’s high-yield markets. The current yield gap between Indonesia’s and India’s 10-year bonds is about 10 basis points. Economists surveyed by Bloomberg expect this gap to double by Q3 2026, indicating expectations of sustained outperformance for Indonesian debt compared with Indian government securities.
Japan's stressed bond market, stocks brace for PM Ishiba exit reaction
Japan's stressed government bond market and soaring stocks are set for more volatility on Monday after the resignation of fiscal hawk Prime Minister Shigeru Ishiba.
RBI may cut rates in December; bond market outlook turning positive: Bandhan AMC’s Suyash Choudhary
Amid global trade tensions, India's bond market outlook is improving. Suyash Choudhary anticipates potential RBI rate cuts due to contained inflation and growth uncertainties. He suggests that most negative factors impacting yields have subsided, creating attractive opportunities for fixed-income investors across the yield curve.
Dynamic bond mutual funds: Investors supposed all-interest-rate investment has failed in current rate cut-cycle
Amid the bond market’s season of woes, dynamic bond funds appear to have badly miscalculated the payoffs from the rate-cutting cycle
US Stock market's worst performing month in past 35 years September is here. Top Stocks to pivotal factors - all you need to know
Tesla rose 3.6 per cent after proposing a payout package that could reach $1 trillion for its CEO, Elon Musk, if the electric vehicle company meets a series of extremely aggressive targets over the next 10 years.
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108% return on Sovereign Gold Bonds: RBI announces premature redemption price of this SGB series
The Reserve Bank of India has announced the premature redemption price for Sovereign Gold Bonds (SGB 2020-21 Series-VI) at Rs 10,610 per unit, due on September 6, 2025. These bonds, issued at Rs 5,117 per gram in August 2020, offer an absolute simple return of approximately 107.35% upon premature redemption, excluding interest.
5 world market themes for the week ahead
Global markets brace for a week of pivotal economic data from the U.S., China, and Japan, alongside key central bank meetings. Investors are keenly awaiting the U.S. inflation report, influencing potential Federal Reserve rate cuts. Political uncertainties in France and Norway add to the market's cautious sentiment.
High bond yields making borrowing unaffordable amid low interest rates: FM Nirmala Sitharaman
India's Finance Minister Nirmala Sitharaman on Friday said that rising bond yields had made borrowings expensive for the government at a time when interest rates were low.
India bonds rise as fiscal worries ease, US peers up
Indian government bonds saw a slight increase. This is due to reduced worries about fiscal issues after tax changes. Also, higher U.S. Treasury yields boosted market confidence. The benchmark 10-year bond yield moved to 6.4814%. Market anticipates potential measures from the Reserve Bank of India. U.S.
India government bonds set to gain on fiscal relief, lower US yields to aid
Indian government bonds are likely to increase. This is due to smaller revenue loss from tax cuts. It has eased concerns about fiscal slippage. Falling US Treasury yields are providing support. The benchmark 10-year bond yield is expected to trade in a specific range. The Goods and Services Tax rates were cut to boost consumption.
RBI panel on financial stability reviews US tariff impact, financial inclusion efforts
The Financial Stability and Development Council convened to address potential economic challenges arising from US tariffs and geopolitical tensions. Discussions centered on simplifying KYC procedures and advancing financial inclusion initiatives outlined in the National Strategy for Financial Inclusion 2025-30. The council emphasized coordinated regulatory efforts to bolster financial sector resilience and closely monitor emerging risks.
GST relief, festive season to help corporate earnings recover in Q3, says Edelweiss MF’s Radhika Gupta
Edelweiss MF’s Radhika Gupta says GST reform and the upcoming festive season will support domestic demand, ease inflation, and aid corporate earnings recovery in Q3. Investors should focus on India-focused sectors like FMCG, consumer durables, autos, and healthcare for potential growth opportunities.
India bonds to rise as GST cut revenue loss lower than feared
Indian government bonds are poised for a relief rally as revenue loss from tax cuts on consumer items is lower than anticipated. The benchmark 10-year bond yield is expected to trade between 6.48% and 6.52%. Tax cuts, implemented to spur demand amid economic headwinds, are estimated to cost 480 billion rupees.
Banks urge RBI to issue fewer long bonds amid weak demand
Banks want fewer long-term bonds issued in the second half of fiscal year 2026. They prefer more short-term bonds. Demand for long bonds from insurers and pension funds is weak. State bond supply is high. This mismatch pushes borrowing costs up. The 10-year yield recently increased. Concerns about GST revenue shortfalls also contribute.
India bonds rise on hopes of support from authorities
Indian government bonds experienced a rise on Wednesday, fueled by optimism that both the government and the Reserve Bank of India would offer support following a recent selloff. The benchmark 10-year bond yield saw a decrease. Traders are hopeful the RBI will address concerns about mark-to-market losses, with discussions ongoing regarding the second half borrowing program.
India bonds eye fiscal clarity for strong directional move
Indian government bond yields will likely remain steady. A key meeting is set to discuss a possible reduction in the Goods and Services Tax. The 10-year bond yield is expected to trade between 6.53% and 6.58%. The GST Council will meet to discuss revenue protection. A debt auction will test investor appetite.
Is it the right time to invest in gilt funds amid rising bond yields?
Recent bond yield spikes have created a tactical entry point for investors in gilt funds, which hold long-duration government securities. Experts believe the market is currently undervalued, presenting an opportunity for capital appreciation as yields potentially decline. However, analysts caution about risks like potential fiscal deficit increases and rising inflation, which could impact bond yields.
Credit markets near records after $90 billion bond sale spree
Global credit markets saw a surge in activity. Borrowers globally sold investment-grade debt worth billions. US firms sold a huge amount of debt. European and Japanese markets also witnessed record-breaking issuances. Companies are capitalizing on strong investor demand. The Federal Reserve's expected interest rate cut is also a factor. Experts believe this trend will continue, but volatility remains a concern.
SBI raises $500 million via overseas bond sale
State Bank of India raised $500 million via bonds at the tightest pricing ever for an Indian entity, capitalizing on India’s recent credit rating upgrade. The issuance, 30 bps tighter than initial guidance, highlights strong global investor appetite.
India bond yields dip as large investors expected to absorb debt supply
Indian government bond yields saw a decrease in early trading on Tuesday. This is because traders anticipate long-term investors will absorb state debt supply. States aim to raise 316.50 billion rupees through bond sales. This supply increase occurs amidst investor concerns about potential losses. The GST council is scheduled to convene for a meeting.
RBI to meet bond market this week to discuss second-half borrowing: Report
India's central bank will consult with bond market participants regarding government borrowing for the fiscal year's second half, amidst concerns about rising bond yields and potential treasury losses for banks. Discussions will include feedback on the October-March borrowing schedule and possible solutions to address current market conditions.
India bond yields seen little changed ahead of heavy state debt supply
Indian government bond yields are likely to remain stable. The 10-year benchmark bond yield will hover around 6.60%. Traders are preparing for a large bond supply from state governments. States aim to raise 316.50 billion rupees through bond sales. This comes amid investor concerns about fiscal policy. The GST council will meet soon.
Unlocking tactical opportunities in a dislocated bond market: Axis MF
Despite a supportive macroeconomic backdrop—rate cuts by the Reserve Bank of India (RBI), an upgrade in India’s sovereign credit rating, and subdued inflation—bond markets have been experiencing significant dislocation, according to the latest Acumen note by Axis Mutual Fund Research.
Income growth, demographics and awareness push Indians to opt for finances over physical assets: Goldman Sachs
India is witnessing a growing trend of households shifting towards financial assets due to rising incomes and improved financial access, although it lags behind other nations. Goldman Sachs projects household financial savings to increase to 13% of GDP over the next decade, potentially reaching USD 9.5 trillion in inflows.
Wondering why RBI rate cuts haven't made your EMI bill lower? Herein lies the answer
The realities of the bond market, inflation expectations and fiscal uncertainties are complicating matters when it comes to rate cut transmission. Borrowers have been left waiting for relief as the intended benefits of the RBI's rate cut are not filtering through to the lending rates.
Global debt inflows set to rise as India’s credit profile strengthens: LIC MF’s Pratik Shroff
India's sovereign rating upgrade is poised to attract stronger foreign capital inflows into its debt market, enhancing its risk profile and yield attractiveness. This shift could lead to broader inclusion in international bond indices, narrowing yield differentials with US Treasuries. Fixed income investors may benefit from increased demand for longer-duration sovereign bonds.
Govt’s gamble on GST cuts: What do the bond and currency markets signal?
Markets reflect cognitive biases, interpreting events differently. Equity markets anticipate consumption revival from GST reforms, while bond and currency markets price fiscal and macro risks. Persistent FII selling and a weakening Rupee highlight underlying stress, challenging India’s macro stability despite robust fundamentals.
Rupee bleeds red to a new low on greenback demand, slumps against Chinese yuan too
The Indian rupee hit a record low of 88.31 per dollar before closing at 88.19, pressured by U.S. tariff concerns, weak equity inflows, and strong dollar demand. RBI intervention likely prevented deeper losses, but sentiment remains fragile.
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