Selected Tag: borrowing
Selected Tag: borrowing

Budget 2026

India’s Bond Market Will Test the RBI in 2026-27

Nearly ₹30 trillion in bond supply and fragile demand mean yields will remain high in 2026–27 unless the RBI steps in as the buyer of last resort.

Yield Scribe

January 20, 2026 at 7:02 AM IST

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Finance Ministry

Budget 2026

State Finances are India’s New Macroeconomic Frontier

India’s fiscal story can no longer be read through the Union Budget alone. State borrowing and spending now shape growth, interest rates and macroeconomic stability.

Duvvuri Subbarao

January 20, 2026 at 3:30 AM IST

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India’s Bond Yields Are Rising for a Reason, and It Isn’t the Centre

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

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iStock.com

State Borrowing Pressures Keep Long-End Yields on Edge

State governments’ borrowing programme needed a fix three months ago and is now proving difficult to stabilise.

Yield Scribe

November 12, 2025 at 2:54 AM IST

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RBI’s Auction Rebuff Calms Bonds, but Upside Risks to Yields Remain

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.

Yield Scribe

November 2, 2025 at 3:13 PM IST

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The Bureau

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