US bailouts worsen inflation outlookBond markets are staring at a bearish phase on the back of the US government’s rescue plan for banks.
September 22, 2008
Currency or reserves? Price or financial stability?There is fresh optimism with the market abuzz about the Reserve Bank of India (RBI) holding interest rates in its monetary policy review in October 2008.
September 20, 2008
Liquidity scenario is likely to worsenThe bond market is likely to trade cautiously at current levels, with yields at three-month lows.
September 15, 2008
Negatives known, mkts look aheadBond markets are now looking beyond current macro-economic factors, given that most of the negatives are known and there aren’t too many surprises left to react to.
September 1, 2008
Cautious trading seen after sell-offsCaution will rule the bond market this week given the sharp sell-off seen last week.
Bond yields moved up by 35 basis points
August 18, 2008
Rally in bonds set to gather steamThe bond market is likely to see a near-term rally on the back of a sharp fall in crude oil prices and a positive auction cut-off.
August 11, 2008
Trading expected to remain volatileThe bond market is likely to see choppy trading with oil price movements, domestic inflation numbers and auction cut-off expectations driving the trend
August 4, 2008
Market to look ahead at policy impactThe Reserve Bank of India (RBI) is widely expected to hike benchmark rates in the first quarter review of the annual monetary policy for 2008-09 coming up on July 29.
July 28, 2008
Auction reaction will set the toneThe government has announced a dated bond auction for Rs 6,000 crore to be held on July 24.
July 21, 2008
Bond yields likely to trend higherThe bond markets will react to movements in global crude oil prices, domestic liquidity and domestic inflation forecast this week.
July 14, 2008
Repo rate hike adds to the pessimismExtreme pessimism ruled bond market sentiments last week on the back of an out-of-policy repo rate hike by the Reserve Bank of India (RBI)
June 16, 2008
No respite for bonds in the near termThe government last week hiked oil prices, which is expected to add 60 basis points (bps) to inflation numbers in the coming weeks
June 9, 2008
Oil, inflation to drive up bond yieldsThe bond market last week reacted to the sharp rise in oil prices and to sustained high levels of inflation.
May 26, 2008
|
ReportsOur columnists
Contributors
|
|
||||||