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IDFC AMC Research Report
The bond market has been lately juggling relatively strong triggers pushing and pulling on either side.
On the positives, the government’s fiscal position has improved substantially, foreign portfolio investors seem to have been coming back over August and September (alongside chatter of bond index inclusion), and a recent welcome fall in food prices may lead consumer price index for the September quarter to print significantly below Reserve Bank of India’s latest forecast.
On the flipside, oil is on a boil, U.S. yields have risen post the latest Federal Open Market Committee meet, and domestically RBI seems reluctant to let core system liquidity rise further (with obvious implications for its bond buying program).
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