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

40 ArticlesBonds

1 / 4

Video: On Bonds, the ZEE , DHFL and IL&FS Crisis at TC2019

I was at Traders’ Carnival TC2019 at Noida, and I spoke on the Zee and DHFL issues, along with the IL&FS crisis. Also in it is a primer on bonds: ...

Feb 04, 2019

Bond Baba: How To Build a High Yield Bond Portfolio Using Retail Bonds in Crazy Times

Bond Baba's been hyperactive. Because things in the bond market are berserk. Yields have gone up so much you sometimes wonder why we should even bother with ...

Oct 18, 2018

Premium-Image.png

The Govt Will Borrow Lesser from Bonds Because We Still Love To Do PPF

It is now better for the government to borrow from your Provident Fund (PF) than to use bond markets. The government has, in an announcement, said that it will ...

Mar 26, 2018

bonds.png

Ballarpur Downgraded To Default, and Taurus Debt Funds Get Whacked

Edit: We have updated the post with a few corrections. Ballarpur Industries shocked investors in Taurus Mutual Fund on Wednesday. The relatively ...

Feb 23, 2017

Mutual-Fund-holdings-in-Ballarpur-1.png

Bond Yields Rise To Above 7%; Bond Funds Lose Around 3% In A Week

Bond yields are rising, and fast! You can’t see that in the 10 year bond (which is still at 6.86%) but the rest of the bond market, specifically the ...

Feb 15, 2017

Bond-Yields-Rising.png

Bonds Lose 3%-7% on RBI Stance Change. Auction Failure Likely?

Bonds have fallen substantially in two days, losing up to 7% in the misery that market participants have felt after RBI turned the knob from ...

Feb 10, 2017

Bond-Losses-1.png

Chart: Foreign Investors Exit Government Debt In A Hurry, Sell 33,000 cr. In A Month

Foreign Investors loved Indian government debt for a long time. But recently, that love has gone away. After Trump and Demonetization they have sold over Rs. ...

Dec 15, 2016

FIIs-Sell-Government-Debt.png

Sneakily, Indian and US Long Term Yields are Rising!

There’s something strange happening in India – and indeed, the world – with longer term rates and bonds. It looks like interest rates are ...

Oct 28, 2016

US-10-Year-Bond.png

Macronomics: There Are Many Reasons to Cut Rates, But 3 Solid Reasons Not To

Raghuram Rajan's last monetary policy statement as governor comes tomorrow, and the big question is: Will he go out with a bang, by cutting ...

Aug 08, 2016

Month-on-Month-Inflation.png

RBI Opens Government Bonds and T-Bills to Retail Investors: Will You Buy?

RBI has opened up the government bond market to retail investors. We at Capital Mind have been waiting for Rajan to do this for years. When Raghuram Rajan ...

Jul 29, 2016

2015-tweet.png

Sign up for Newsletters

Get a roundup of our exclusive insights on markets and investing delivered to your inbox at your preferred frequency.

Join Capitalmind Premium

Starts at ₹1,499/mo

Get access to our equity, fixed income, macro and personal finance research, model equity and fixed-income portfolios, exclusive apps, tutorials, and member community.