Market Insight – Indian Fixed Income Markets: Offer Great Buying Opportunity
Elevated 10-year government bond yields in India are creating a rare risk-free real return opportunity, making long-duration fixed income instruments attractive from a risk-reward perspective.
Equity Market View
Equity markets globally may be nearing a cyclical peak, with rising bond yields and inflationary pressures likely to trigger a moderate correction over the next 6–9 months.
Credit Policy & Inflation forecast by RBI
RBI maintained a neutral stance and repo rate but raised its inflation forecast, triggering a bond market sell-off. We believe inflation risks are overstated, creating an attractive opportunity in long-duration fixed income.