Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial
Premium

Macronomics: Agri Estimates Among Three Reasons Why Long Bonds Are In Trouble

capital-mind-premium-featured-image.png

In the stock market, no one's worried about anything. Apparently, it doesn't matter that crude oil made a multi-year high. Jet Airways made a 10% upmove. So nothing fundamental matters. But still, we'll keep a watch at Capitalmind. Here's three reasons why India might have seen the end of the Rate Cut cycle, or at least why bonds are likely to keep falling in price. (When yields rise, prices of bonds fall).

There's only one reason why RBI will not cut rates.  When there's inflation. And if there's inflation, bond yields rise . . .

Like our content? Join Capitalmind Premium.

  • Equity, fixed income, macro and personal finance research
  • Model equity and fixed-income portfolios
  • Exclusive apps, tutorials, and member community
Subscribe Now Or start with a free-trial