India’s fiscal optics look tidy, but swelling state borrowings are distorting bond yields, overwhelming demand and blunting the RBI’s liquidity toolkit.
Yield Scribe
January 6, 2026 at 3:37 AM IST
iStock.com
India’s central bank’s surprise rejection of bids in a seven-year bond sale soothed markets briefly, yet underlying demand-supply tensions remain entrenched.
November 2, 2025 at 3:13 PM IST
BasisPoint Insight
October 14, 2025 at 4:50 AM IST