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BOND YIELD DIFFERENTIALS
Shot of hike as painkiller: India’s economic storm calls for decisive MPC actionIndia's economy faces a perfect storm. The rupee is at historic lows, subsidies are soaring, and fiscal deficit risks are rising. Capital o...
Rising bond yields and inflation remain key risks for markets: Candace BrowningGlobal investors are focusing on artificial intelligence driven earnings growth, overshadowing geopolitical concerns. Strong US corporate p...
US Stocks Market: Rising treasury yields and oil prices fuel stronger dollar betsAmid rising geopolitical tensions and higher energy prices linked to the Iran conflict, investors are increasingly betting that the Federal...
ETMarkets Smart Talk | Don't mistake FII outflows for a loss of confidence in India's growth story: Himanshu SrivastavaForeign investors withdrew almost $5 billion from India funds in March 2026. This outflow stemmed from global uncertainty and high valuatio...
Bond won't help this time: Why RBI should hike interest rate, instead of unleashing forex mobilisation schemes as in the pastReserve Bank of India's past emergency tools for raising foreign currency are no longer effective. Global interest rates have changed the f...
Weakening currency: RBI weighs measures including rate hike to stabilise rupeeThe Reserve Bank of India is exploring multiple options to stabilize the rupee, which recently hit a fresh low. These include a potential i...
RBI mulls all options, including rate hike, as rupee slumpsThe Reserve Bank of India is exploring all avenues to steady the rupee. Options include raising interest rates and currency swaps. Official...
India's shock absorbers are not workingIndia's external sector faces unprecedented pressure. Shock absorbers that previously aided recovery have weakened simultaneously. This inc...
India’s war chest has better ammo than its peers. Moody’s approvesSince the onset of global economic challenges in 2020, India has emerged as a powerhouse among developing markets. According to a Moody's a...
Companies give Bond Street a pass, take bank route for fundsCorporate borrowers are increasingly favoring bank loans over bond issuances as rising capital market yields diminish the cost advantage of...
FPIs bet small on local debt, inflow pickup seen far awayApril witnessed a slight inflow of foreign investments into Indian debt, but the atmosphere remains one of caution. Influences like escalat...
Why Motilal Oswal’s BFSI fund is betting big on capital market ecosystem: Prateek Agarwal of Motilal Oswal AMCPrateek Agarwal of Motilal Oswal AMC highlights a shift in financial sector growth from traditional banking to capital markets like AMCs, b...
ETMarkets Smart Talk | FY27 volatility a phase of adjustment, not a trend reversal; India’s growth story intact: Rajesh IyerFY27 begins with market volatility due to geopolitical tensions and rising oil prices, but experts see it as an adjustment phase. India's s...
Global markets at an inflexion point: Q2 could reward patience over predictionGlobal markets are shifting from a low-volatility regime due to geopolitical tensions and persistent inflation. As Q2 begins, investors fac...
How bond yield differentials drive cross-currency trendsYields do reflect growth expectations, which eventually drives the inflation trend. Yields matter in the foreign exchange market, as broad ...
Stagflation risks spill over to bond markets: ReportThe 10-year G-sec yields have climbed up rapidly by 35 basis points (bps) over the last three weeks, while the July inflation print is 50 b...
- Bonds: Differentials between yields and funding cost attractive
Government bonds are likely to rally further this week and the 10 year benchmark bond may trade in the range of 7.40%-7.50%.