Monday, 5 October 2026Updated 5m ago
← Market pulse
Developing story6 updates over 5 days6 publishersupdated 55m ago

India bonds and RBI rate outlook

Indian government bonds fell amid rising US Treasury yields and increased supply ahead of the RBI meeting. Reports anticipate RBI cash withdrawals pressuring shorter maturities and rate hikes, while strong growth, ample liquidity and structural demand could support credit growth.

Timeline

Monday, 5 October

  1. Rate hikes are coming, but don’t count credit growth out just yet

    Strong growth, ample liquidity and structural demand may sustain India's credit upcycle despite expected rate hikes

  2. India Rate Hike Looms as RBI Grapples With Excess Liquidity
  3. Domestic conditions conducive to rate hike
  4. 3 sources
    RBI cash drain seen flattening India’s bond yield curve

    The 5-10 year yield gap is expected to narrow

  5. Why US Treasury bond yields matter, what it means for Indian investors, and the impact on rupee

Thursday, 1 October

  1. India bonds slide as US Treasury rout, supply weigh

    Indian government bonds fell as US Treasury yields rose and supply increased ahead of the RBI meeting