Government bonds: ETMarkets Smart Talk: 2024-25 will be year where we see a structural shift in demand supply for Government bonds: Devang Shah
Devang Shah of Axis Mutual Fund predicts a structural shift in demand-supply dynamics for Government bonds in 2024-25, driven by Index inclusion, FPI buying, and lower gross borrowing. He expects RBI to ease liquidity, cut rates, and lower yields. Investors can consider adding duration to their portfolios in fixed-income funds.
Source: indiatimes.com