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Market move● Neutral for Indian equities
Emerging markets outperform developed markets as bond rout deepens
The brief
- Emerging markets are outperforming developed markets amid a deepening bond rout
- Fiscal discipline, institutional strength and anti-inflation policies have helped shield developing countries
- SBI economists expect RBI to raise repo rate 25 bps to 5.50%
- Fed’s Logan Says More Hikes Needed, But Bond Moves Could Help
- Fed’s Cook sees AI-driven inflation as a top risk for 2027
- Business Standard poll: RBI may hike repo rate by 25 bps in October meet
- US Treasury yields hit highest since 2002 as global bond sell-off deepens