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Sunday, November 22, 2009

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Arjun Parthasarathy
Syndicate
this column

Tight liquidity to put pressure on yields

The movement was noticeable in the swap curve with the one-year swap yields moving higher by 16 bps and five-year swap yields moving higher by 10 bps week-on-week.
December 17, 2007

Long bonds likely to see good interest

The yield on the benchmark long bond 8.33% 2036 moved down 10 bps week on week, outperforming the rest of the curve.
December 10, 2007

Liquidity to remain tight in the near term

The market saw five-year OIS (overnight index swaps) move down 14bps week on week, and the government bonds were stuck in a tight range.
December 3, 2007

Market torn between local, global cues

The market was stuck in a tight range last week, with the benchmark 10-year bond hardly moving more than 2 bps either way.
November 26, 2007

Auction cutoffs, liquidity to set the tone

The market sought funds from RBI under the repo window at 7.75%. The market, however, expects liquidity to ease as currency in circulation decreases.
November 19, 2007

Bonds likely to trade in a narrow range

The Reserve Bank of India (RBI) followed the Cash Reserve Ratio (CRR) hike of 50 bps in the mid-term review of the annual monetary policy by a hike
November 12, 2007

Negative surprise likely from RBI

Bond yields fell around 8 bps on a week-on-week basis on expectations that the RBI will maintain status quo on policy rates in its second-quarter review.
October 29, 2007

Markets seen calm ahead of RBI review

The Reserve Bank of India has maintained a hawkish stance on inflation, liquidity flows and financial market stability in its recent comments.
October 22, 2007

Short-term outlook stays uncertain

On one hand, the market has to contend with liquidity-sucking measures by the RBI and on the other, there are signs of a slowdown in credit growth.
October 15, 2007

Auction yields likely to be at higher end

The Reserve Bank of India (RBI) on Thursday increased the ceiling on MSS (market stabilisation scheme) bonds by Rs 50,000 crore to Rs 2,00,000 crore.
October 8, 2007

Markets are likely to remain edgy

The interest rate cut by the US Federal Reserve has sparked off inflationary fears due to rising commodity prices on the back of dollar weakness.
October 1, 2007

Positive news flow to lift sentiment

The news flows for interest rates in the last week have been positive and this will keep the market sentiments firm in the near term.
September 10, 2007
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Analysis
  • Why a CRR+SLR hike will be in order
  • Short end of the curve comes under pressure
Reports
  • Yields to stabilise higher with a positive bias
  • Sentiment turning positive on demand
  • Needed: More investors for gilts
  • Govt borrowing negates RBI rate cuts
  • Gilts give best returns to date

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