Indiang Secs News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Investors grappling with the uncertainty of upcoming election results face a tough choice in the bond market. Long-term bonds could see gains amid shrinking G-Sec supply and increasing demand, while short-term debt offers attractive yields and shields against uncertainties. A balanced approach, using a barbell strategy with exposure to both long and short tenures, seems wise. Recommended options include SBI Constant Maturity Gilt Fund and Kotak Banking and PSU Debt Fund for long-term investments, and Aditya Birla Sun Life Money Manager Fund and ICICI Prudential Ultra Short Term Fund for short-...

Investors can benefit from high yields on fixed deposits, bonds, and debt mutual funds in FY 2024. Indian G-secs to be included in global bond indices. Capital gains possible on debt funds with potential interest rate cuts.

The possible inclusion of Indian treasuries to Bloomberg's Emerging Market Local Currency Index could potentially trigger active and passive foreign inflows worth $15billion -20 billion over FY25.

Interim Budget: Despite tepid global growth, India's economic momentum remains robust, leading to upward revisions in growth forecasts for the ongoing fiscal. The Government of India (GoI) presented the Interim Budget for FY2025, continuing on the path of consolidation. It pegged the fiscal deficit at a lower than expected 5.1% of GDP and increased on-budget capex to Rs. 11.1 trillion. The budget focuses on providing positive impulses to growth while ensuring resilience to global headwinds. The capital expenditure in infrastructure and construction sectors, as well as allocation for flagship s...

The upcoming Union Budget for FY2025, a vote-on-account, is expected to provide cues on fiscal consolidation and capex number. The fiscal deficit target for FY2025 is projected to be 5.3% of GDP, leading to a decline in market borrowings. The inclusion of India's G-secs in the GBI-EM Global Index could result in FPI inflows of $18-22 billion. The net and gross market borrowings of the General Government are expected to be marginally higher in FY2025. The softening of Government bond yields could lead to a downward shift in the yield curve, benefiting corporate borrowers and private capex.