Bonds

ETMarkets Smart Talk: How to Build a Rs 10 lakh portfolio for 2026 with equities, gold, silver and bonds, Sunny Agrawal of SBI Securities decodes

by
ETMarkets Smart Talk: How to Build a Rs 10 lakh portfolio for 2026 with equities, gold, silver and bonds, Sunny Agrawal of SBI Securities decodes

As investors prepare for 2026 after a volatile year marked by record highs and sharp corrections, building a well-balanced portfolio has become more important than ever. With equities expected to deliver steady but not outsized returns, and global uncertainties continuing to shape markets, asset allocation will play a decisive role in long-term wealth creation. In … Read more

​India’s fixed-income in a rare sweet spot—benign inflation, strong flows, easing bias: Chirag Doshi

by
​India’s fixed-income in a rare sweet spot—benign inflation, strong flows, easing bias: Chirag Doshi

India’s fixed-income market is entering a unique phase where multiple factors are aligning in its favour. With inflation staying well below the RBI’s 4% target, steady passive inflows expected from India’s inclusion in global bond indices, and room for policy easing amid slowing global growth, the backdrop looks supportive for debt investors. Chirag Doshi, CIO–Fixed … Read more

Corporate bond re-rating to be gradual but meaningful; high-grade issuers may move closer to AAA: Saurav Ghosh of Jiraaf

by
Corporate bond re-rating to be gradual but meaningful; high-grade issuers may move closer to AAA: Saurav Ghosh of Jiraaf

The recent sovereign rating upgrade has set the stage for a slow but steady re-pricing in India’s corporate bond market. According to Saurav Ghosh, Co-founder of Jiraaf, while the impact will not be immediate, high-grade issuers stand to benefit the most as AA and AA+ corporates gradually move closer to AAA ratings. This shift could … Read more

Despite RBI’s rate cuts, Indian G-Sec yields remain range-bound due to US yield pressures, says Rajkumar Subramanian

by
Despite RBI’s rate cuts, Indian G-Sec yields remain range-bound due to US yield pressures, says Rajkumar Subramanian

Despite a cumulative 100 basis points of rate cuts by the Reserve Bank of India between February and June 2025, Indian government bond yields have remained surprisingly stable. According to Rajkumar Subramanian, Head – Product & Family Office at PL Wealth, the benchmark 10-year G-Sec yield has stayed range-bound between 6.25% and 6.45% from April … Read more

Trump rally hopes spark optimism as investors eye growth in 2025: Santosh Rao

by
Trump rally hopes spark optimism as investors eye growth in 2025: Santosh Rao

“So, net-net, I think, okay, there is some back and forth going on, we had the surprise from the Fed chair, but overall, the tailwind is still there coming into 2025,” says Santosh Rao, Manhattan Venture Partners.Where is the Santa? Santa is supposed to come year end, Santa rally is missing.Santosh Rao: We still have … Read more

Franklin Templeton Mutual Fund launches its first debt fund after a gap of 4 years. Key details about Ultra Short Duration Fund here

by
Franklin Templeton Mutual Fund launches its first debt fund after a gap of 4 years. Key details about Ultra Short Duration Fund here

Franklin Templeton Mutual Fund has launched its first debt fund in the Indian market, marking its re-entry into this sector after winding up Rs 30,800 crore ($3.7 billion) worth of similar plans over four years ago. The newly introduced fund, Franklin India Ultra Short Duration Fund (FIUSDF), began its subscription period on Monday, August 19, … Read more

Union Budget 2024: Major changes in Capital Gains Tax Regime. Holding period, tax rates explained  

by
Union Budget 2024: Major changes in Capital Gains Tax Regime. Holding period, tax rates explained  

BUDGET 2024: In a shock to stock market investors, Finance Minister Nirmala Sitharaman on Tuesday announced an increase in both long-term and short-term capital gains tax. FM Sitharaman said that going forward, short-term capital gains on specific financial assets will be subject to a tax rate of 20%, a 5% increase from the previous rate of … Read more

World Bank member IFC invests Rs 650 cr in Mindspace REIT’s sustainability-linked bonds

by
World Bank member IFC invests Rs 650 cr in Mindspace REIT’s sustainability-linked bonds

Global development institution International Finance Corporation (IFC), a member of the World Bank Group, has invested over Rs 650 crore in K Raheja Corp-backed Mindspace Business Parks REIT through an issue of sustainability-linked bonds. This is a maiden sustainability-linked fundraising by any listed Real Estate Investment Trusts (REITs) in India. This follows the REIT’s issuance … Read more

Learn with ETMarkets: Seasonality in the stock market: Identifying and trading seasonal patterns

by
Learn with ETMarkets: Seasonality in the stock market: Identifying and trading seasonal patterns

In the ever-changing world of investments, trying to predict the future of an economy can be challenging. Whether you are an experienced investor or just starting your financial journey, understanding whether an economy is on the path to growth or heading towards a recession is crucial. Fortunately, there is a valuable tool that can provide … Read more

Bond vigilantes worry as weak Modi government win fans fiscal populism fear

by
Bond vigilantes worry as weak Modi government win fans fiscal populism fear

A smaller-than-expected poll victory for Prime Minister Narendra Modi is leading to worries among bond investors about greater populism. Fiscal discipline has been a hallmark of Modi’s decade-long administration, and many investors were expecting him to win a supermajority to reduce the budget deficit and further cut government borrowing in the next budget. The election … Read more