Comfortable liquidity masks rising risks. Supply, fiscal slippage and term premia could push the 10-year yield towards 7.25% in 2026–27.
Yield Scribe
May 4, 2026 at 4:03 AM IST
iStock.com
India’s fiscal optics look tidy, but swelling state borrowings are distorting bond yields, overwhelming demand and blunting the RBI’s liquidity toolkit.
January 6, 2026 at 3:37 AM IST
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