Selected Tag: borrowing
Selected Tag: borrowing

Bond Market Mood Turns as Inflation Reset Cools Yields

Lower January core CPI numbers in the new series, reduced gross borrowing, and softer global yields pause the selloff, though heavy supply keeps the bears around.

Yield Scribe

February 16, 2026 at 2:22 AM IST

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MPC Review

Why the RBI Chose Optionality Over Precision

With inflation benign and borrowing risks rising, the RBI opted for flexibility over flourish, signalling support without locking itself into specifics.

Kalyan Ram

February 6, 2026 at 6:29 AM IST

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Budget 2026

India’s Bond Market Will Test the RBI in 2026-27

Nearly ₹30 trillion in bond supply and fragile demand mean yields will remain high in 2026–27 unless the RBI steps in as the buyer of last resort.

Yield Scribe

January 20, 2026 at 7:02 AM IST

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Finance Ministry

Budget 2026

State Finances are India’s New Macroeconomic Frontier

India’s fiscal story can no longer be read through the Union Budget alone. State borrowing and spending now shape growth, interest rates and macroeconomic stability.

Duvvuri Subbarao

January 20, 2026 at 3:30 AM IST

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India’s Bond Yields Are Rising for a Reason, and It Isn’t the Centre

India’s fiscal optics look tidy, but swelling state borrowings are distorting bond yields, overwhelming demand and blunting the RBI’s liquidity toolkit.

Yield Scribe

January 6, 2026 at 3:37 AM IST

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iStock.com

State Borrowing Pressures Keep Long-End Yields on Edge

State governments’ borrowing programme needed a fix three months ago and is now proving difficult to stabilise.

Yield Scribe

November 12, 2025 at 2:54 AM IST

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RBI’s Auction Rebuff Calms Bonds, but Upside Risks to Yields Remain

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.

Yield Scribe

November 2, 2025 at 3:13 PM IST

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The Bureau

Duvvuri Subbarao on India’s Growth, Inflation Targeting and Centre–State Faultlines
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