Next big move in India yields will be higher, bond veteran says

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By Subhadip Sircar India’s sovereign bond yields are likely to head sideways in coming months before starting to spike higher toward year-end, according to a 25-year bond-market veteran. Signs of quicker inflation and concern the Reserve Bank of India will pull back on policy support should eventually put yields on a rising path, said Radhavi … Read more

Do not change asset allocation on the basis of market movements: Axis MF

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There is a lot of value in the longer end of the curve as these situations normalise, says R Sivakumar, Head Fixed Income. Bond yields have corrected below that 6% level post RBI’s Operation Twist and the HTM limit relaxation as well. What is it that your outlook is on some of these measures and … Read more