Why Are Bond Yields Still High Despite Rate Cuts?

Posted On Wednesday, Dec 24, 2025

As we approach the end of calendar year 2025, India appears to be in a relatively favourable economic position often described as a “Goldilocks” scenario.

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The Macro Three Body Problem: Currency, Liquidity & Bond Yields

Posted On Friday, Nov 21, 2025

If you’ve been tracking India’s bond markets over the past few months, you’ll know that nothing moves in isolation anymore.

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Tariffs Pressures , GST Reforms , Rising Yields: India’s August Bond Story

Posted On Monday, Sep 29, 2025

August in the Indian bond market was nothing short of chaotic, with constant surprises and swings.

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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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