Radhika Rao from DBS Group stated that the bond market is not expected to receive a boost from India's budget, and yields may rise in the short term. The senior economist noted in a report that "the bond market is likely to view the total borrowing size with apprehension." She pointed out that the total borrowing target for fiscal year 2027 has been set at a record 17.2 trillion Indian rupees, compared to DBS's forecast of 16.5 trillion rupees and the fiscal year 2026 figure of 15.5 trillion rupees. She added that the Reserve Bank of India has been one of the major buyers of government securities over the past year, and this trend is likely to continue until domestic participants, led by banks, return to the market, thereby achieving a better balance between supply and demand.
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