Acceleration - A Macro And Bond Update: IDFC Research
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IDFC Research Report
Bond markets around the world are not liking 2021 so far.
As an illustration, magnitude of rise in many major markets at the 10 year point is of the order of 35-75 basis points just in the last couple of months.
The latest spike has now finally even registered with growth oriented assets which is, hopefully, the first clear sign that a market driven adjustment phase for bonds may finally be in its last leg.
India’s bond market rumble first started with the relatively innocuous introduction of the variable reverse repo by the Reserve Bank of India and strengthened further with the excess bond supply thrown in by the budget.
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