Market move▼ Bearish for Indian equities
Rising global bond yields pose huge challenge to emerging markets: DEA secy
The brief
- Global bond yields pose a challenge for emerging markets
- The scale of AI buildout is now part of the global-yield story
- Higher global yields can pressure Indian equities and raise borrowing costs for rate-sensitive sectors
- Whispers of Contagion Risk Are Returning to Europe’s Bond Market
- What can revive the battered government bond market?
- Market Hero or Hiroo Onoda?
- Equity bulls have a new competitor in global bonds
- As Treasury yields touch generational highs, investors brace for the market fallout
India’s growth outlook and global risks
The CEA and Finance Ministry expect Q2 growth at 7.3% but warn that FY27’s second half will be challenging. Rising oil prices, tighter global financial conditions, slower global growth and US trade uncertainty pose risks to India’s momentum.
Sunday, 4 October
- Rising global bond yields pose huge challenge to emerging markets: DEA secy