RBI Rate-Cut Cycle Over: Experts Predict Hikes, Bond Portfolios Need Repositioning
En resumen
- Bond yields are rising globally and in India due to inflation risks from geopolitical conflicts and supply chain disruptions.
- Experts predict the RBI's rate-cut cycle is over, with potential hikes of 50-75 bps.
- Investors are advised to shift to accrual-oriented portfolios and short-to-medium duration funds.
Resumen generado por IA
Bond yields are rising globally and in India due to inflation risks from geopolitical conflicts and supply chain disruptions. Experts predict the RBI's rate-cut cycle is over, with potential hikes of 50-75 bps. Investors are advised to shift to accrual-oriented portfolios and short-to-medium duration funds.