India’s 2025 yield curve has emerged as one of the clearest mirrors of the country’s evolving macroeconomic confidence. Rather than reacting mechanically to rate cuts, bond markets have adjusted prices across maturities in ways that reflect short-term stability, medium-term policy credibility, and constructive long-term growth prospects. The result is a yield curve that is neither […]
Indian fixed income has delivered modestly positive returns amid low inflation and robust growth, supported by steady FPI debt inflows and accommodative RBI policy. The central bank’s October 1 pause on a 5.50% repo rate maintains policy support, pending clarity on global trade headwinds, and positions itself for possible future easing. Market performance (January – […]