Why India Is the Market to Watch

Posted On Wednesday, Apr 30, 2025

The global economic landscape this year so far has been shaped by a mix of powerful forces that are shifting bond markets.

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Indian Bonds Charting a Steady Course Through Volatility

Posted On Friday, Mar 28, 2025

In our previous edition of the Debt Market Observer (DMO) titled “The Road Ahead for Indian Bonds”

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The Road Ahead for Indian Bonds

Posted On Monday, Feb 24, 2025

With Donald Trump back in the White House, trade tariffs and anti-immigration policies are back in focus.

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Indian Bonds in a Volatile Global Landscape

Posted On Tuesday, Jan 21, 2025

In the last edition of the Debt Monthly Observer, titled Remain Positive, but Turning Cautious

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Remain Positive but Turning Cautious

Posted On Thursday, Dec 19, 2024

This was a good year for the fixed income investors. The key highlight of the year was India’s inclusion in the JP Morgan GBI EM Index

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India Poised for a Sovereign Rating Upgrade

Posted On Friday, Nov 22, 2024

In the recently concluded rating reviews, the big three rating agencies

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Bull Case Revisited

Posted On Wednesday, Oct 23, 2024

In November 2023, we articulated our bullish stance on long term bonds noting - declining core inflation

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US Rate Cut from Indian Lens - A historical Perspective

Posted On Friday, Sep 20, 2024

Amidst cooling inflation and slowing economic activity, central banks around the world (with few exceptions) are heading for a synchronized monetary easing cycle.

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Getting Better

Posted On Wednesday, Aug 21, 2024

Indian bonds have maintained a robust position, bolstered by increasing domestic demand and their inclusion in global indices (refer Optimism and Resilience).

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