Indian bond yields softened in October. The Reserve Bank of India’s dovish stance lowered expectations for interest rates. Inflation dropped significantly, boosting sentiment. However, the longer end of the bond market faced pressure. Foreign investors showed strong interest in Indian debt. The RBI is expected to conduct Open Market Operations to manage liquidity and stabilize yields.Read More
Strategist Vincent Nichols sees smallcaps as a strong complement to largecap tech, potentially adding alpha as interest rate cuts continue. While largecap tech fundamentals remain robust, a shift could favor smallcaps, though timing is uncertain. Nichols also noted that while tech capex is strong, a digestion period is likely in the medium term.Read More
Indian government bonds saw a decline on Monday. Traders adjusted positions ahead of the Reserve Bank of India’s policy decision. Stronger-than-expected economic growth data for the July-September quarter has clouded the outlook for interest rate reductions. The benchmark 10-year yield increased. Market participants are now debating the timing of the next rate cut.Read More
Indian markets are set for more highs as earnings strengthen and valuations turn reasonable, says Emkay Global’s Nirav Sheth. Broader markets, NBFCs, autos and cement are poised to lead the next leg of the rally, while strong IPO flows signal a healthy market. GST cuts, easing rates and rising credit growth are expected to drive momentum in 2026.Read More
Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Donec sed odio dui. Etiam porta sem malesuada.
