When you start to look past the US today, there’s a good argument that the most interesting market is India. Now the question will be the extent of the opportunity and the durability. If supportive policies continue and if corporates can grow their investments, this could be a fundamentally game-changing cycle
Bond supply may outweigh demand, push yields higher
Bond yields in India are anticipated to increase in the latter half of this fiscal year. This rise is primarily due to higher government borrowing
September 30, 2026