Saturday, 3 October 2026Updated 8m ago

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Jefferies puts 25% of sovereign bond portfolio in Indian 15-year debt at 7.38% yield

Jefferies allocated 25% of its sovereign bond portfolio to Indian 15-year debt
The allocation signals foreign interest in Indian government bonds, though no listed company is directly exposed

Jefferies G-secs Bond yields1 source · 2h

AI earnings shield US stocks, but bond risks rise: Jefferies' Wood

US equities have remained strong, supported by earnings growth from the AI capital expenditure cycle
Rising bond yields and geopolitical risks are increasing risks

Jefferies AI Bond yields Geopolitics Wall Street+11 source · 9h

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