#MCProPanorama | Rising #bond yields are spooking equity #investors though the reasons are not really new. How should they view these developments in bonds, equity and energy? Also, on the AB AMC IPO, Persistent, Tata Motors and more.
https://www.moneycontrol.com/news/opinion/moneycontrol-pro%e2%80%8b-panorama-the-smoke-signals-that-markets-are-sending-7522851.html?utm_source=telegram&utm_medium=social
https://www.moneycontrol.com/news/opinion/moneycontrol-pro%e2%80%8b-panorama-the-smoke-signals-that-markets-are-sending-7522851.html?utm_source=telegram&utm_medium=social
Moneycontrol
Moneycontrol Pro Panorama | The smoke Signals That Markets Are Sending
In today's edition of Moneycontrol Pro Panorama: The bond disquiet, the ripple effect for stocks, Aditya Birla AMC IPO, holes in power reforms, the Global Innovation Index and more
#MarketsWithMC: As #bond yields increase, the opportunity cost of investing in equity #markets also rises. This is denting fund flows to riskier equity markets.
Read more here 👇
https://www.moneycontrol.com/news/business/markets/explained-how-rising-bond-yields-suck-up-fii-flows-to-emerging-equity-markets-8064571.html?utm_source=telegram&utm_medium=social
Read more here 👇
https://www.moneycontrol.com/news/business/markets/explained-how-rising-bond-yields-suck-up-fii-flows-to-emerging-equity-markets-8064571.html?utm_source=telegram&utm_medium=social
Moneycontrol
Explained | How rising bond yields suck up FII flows to emerging equity markets
As bond yields increase, the opportunity cost of investing in equity markets also rises. This is denting fund flows to riskier equity markets
#MCPersonalFinance: A hike in interest rates can bring down returns from long-term #bond funds but is good for liquid funds. RBI has kept interest rates steady for now, but a hike is imminent.
Read more 👇
https://www.moneycontrol.com/news/business/personal-finance/your-debt-mutual-fund-investments-after-rbi-policy-three-top-fund-managers-advice-what-to-do-8076201.html?utm_source=telegram&utm_medium=social
Read more 👇
https://www.moneycontrol.com/news/business/personal-finance/your-debt-mutual-fund-investments-after-rbi-policy-three-top-fund-managers-advice-what-to-do-8076201.html?utm_source=telegram&utm_medium=social
Moneycontrol
Your debt mutual fund investments after RBI policy: Three top fund managers advise what to do
A hike in interest rates can bring down returns from long-term bond funds but is good for liquid funds. RBI has kept interest rates steady for now, but a hike is imminent.
#Bond yields across geographies dropped today on expectations that the #geopolitical risks stemming from conflict between #Russia and #Ukraine would prevent the US Federal Reserve from aggressively hiking rates.
Read more 👇
https://www.moneycontrol.com/news/business/economy/global-bond-yields-drop-as-russia-ukraine-conflict-puts-us-fed-in-a-tight-spot-8158561.html?utm_source=telegram&utm_medium=social
Read more 👇
https://www.moneycontrol.com/news/business/economy/global-bond-yields-drop-as-russia-ukraine-conflict-puts-us-fed-in-a-tight-spot-8158561.html?utm_source=telegram&utm_medium=social
Moneycontrol
Global bond yields drop as Russia-Ukraine conflict puts US Fed in a tight spot
The yield on 10-year U.S. notes dropped as much as 13 basis points (bps) to 1.86%. Yields on 10-year Australian securities fell as much as 12 bps to 2.15%. The rate on similar-maturity New Zealand debt fell three bps to 2.76%. Singapore 10 year bond yield…
#MarketsWithMC: The benchmark 10-year govt #bond yield rose 21 bps to 7.03% today after the #RBI indicated it would begin to neutralize the systemic liquidity surplus over a multi-year period.
Aparna Iyer brings us the story 👇
https://www.moneycontrol.com/news/business/markets/brace-for-bond-yields-to-rise-as-rbi-pivots-towards-withdrawal-of-liquidity-8335541.html?utm_source=telegram&utm_medium=social
Aparna Iyer brings us the story 👇
https://www.moneycontrol.com/news/business/markets/brace-for-bond-yields-to-rise-as-rbi-pivots-towards-withdrawal-of-liquidity-8335541.html?utm_source=telegram&utm_medium=social
Moneycontrol
Brace for bond yields to rise as RBI pivots towards withdrawal of liquidity
The government will have to pay a higher yield on its market borrowings in the coming months. The Centre will borrow Rs 14.95 lakh crore from the bond market this year, of which Rs 8.45 lakh crore will come in the first half.
The buzz around India’s inclusion in the global bond index is growing stronger. Talks of India's inclusion have picked up steam after Goldman Sachs published a note recently, saying it expects India to be included in #JPMorgan's Government #Bond Index-Emerging Markets in 2023. If this happens, India will be among the last of the large Emerging Markets to be included in the global bond indices.
But why is #inclusion in the #GlobalBondIndices so important?
Watch to know: https://www.youtube.com/watch?v=spOJk8Sol-8
But why is #inclusion in the #GlobalBondIndices so important?
Watch to know: https://www.youtube.com/watch?v=spOJk8Sol-8
#MarketsWithMC: Brokerage firm CLSA India warned that the #Nifty50 is vulnerable to a crash as big as 30% from current levels given the inflated valuations of the #market as well risk of mean reversion in the #bond market.
Read more 👇
https://bit.ly/3rjldYV
Read more 👇
https://bit.ly/3rjldYV
Moneycontrol
Indian stocks’ de-coupling looks unsustainable as analysts warn of 30% crash
The resilience in the domestic stock and bond market so far has been ascribed to India’s improving macro-economic outlook amid early signs of a multi-year capital expenditure cycle
#MCExplains | A surge in municipal #bond sales this year has become the talk of the #debt market after a raft of civic bodies announced plans to raise funds through this channel. But, What are municipal bonds?
Find out ⬇️
https://bit.ly/3A4RIOF
Find out ⬇️
https://bit.ly/3A4RIOF
#BudgetWithMC | Experts say FM announcing the govt's aim to contain #FiscalDeficit and pegging the figure for FY25 at 5.1% in the #InterimBudget are big positives for debt markets and are expected to decline #bond yields.
Read on✍️
https://www.moneycontrol.com/news/business/budget/budget-impact-on-debt-funds-fixed-income-managers-may-look-to-add-duration-to-their-funds-12168041.html?utm_source=telegram&utm_medium=social
Read on✍️
https://www.moneycontrol.com/news/business/budget/budget-impact-on-debt-funds-fixed-income-managers-may-look-to-add-duration-to-their-funds-12168041.html?utm_source=telegram&utm_medium=social
Moneycontrol
Budget impact on debt funds: Fixed income managers may look to add duration to their funds
Debt fund managers feel that through the Interim Budget 2024, the government has given positive signals for both long duration bond funds such as government securities (GSecs) as also for equity funds in general.