Debt Market Observer
Our Newsletter to help you
stay up to date with Market Trends.
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The Case for the December Pivot
Posted On Monday, Sep 21, 2026
For the last twelve months, Indian fixed income has been a story of comfortable pauses, benign carry, and a gently steepening curve.
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Why U.S. Bond Markets Are Repricing Fiscal Risk and What It Means for India?
Posted On Monday, Aug 24, 2026
For much of the post-Global Financial Crisis period, movements in U.S. Treasury yields were largely interpreted through the lens of monetary policy.
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Are Indian G-Secs Mispriced Amid Sticky Global Yields?
Posted On Friday, Jul 24, 2026
The story of India's bond market in the first half of CY26 is best understood as a tale in three acts.
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FCNR 2.0: Same Instrument, Different India Why 2026 Is Not 2013
Posted On Friday, Jun 19, 2026
When the Reserve Bank of India (RBI) announced a fresh FCNR(B) mobilization scheme
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Can the RBI Continue to Defend the Rupee
Posted On Saturday, May 23, 2026
For much of the past few decades, the rupee’s decline unfolded so gradually that it may not have disturbed investor confidence.
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India’s Macro Backdrop: Past Fragility, Present Strength
Posted On Friday, Apr 24, 2026
There are moments in markets when déjà vu strikes - may be not so perfectly, but close enough to stir memory.
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What Does the West Asia Crisis Mean for India’s Economy?
Posted On Tuesday, Mar 24, 2026
Over the past few years, geopolitics has steadily returned to the center of global economic discussions.
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Looking Beyond the 10-Year Benchmark: Decoding India’s Bond Market Signals
Posted On Thursday, Feb 26, 2026
If you glance at India’s financial headlines today, the tone feels reassuring.
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From Fiscal Math to Market Outcomes: What Changes for Bonds as FY26 Ends
Posted On Tuesday, Jan 27, 2026
FY26 is increasingly looking like a year where the headline numbers understate the underlying resilience of India’s fiscal framework.
