RBI Rate-Cut Cycle Over: Experts Predict Hikes, Bond Portfolios Need Repositioning
Quick Look
- 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.
AI-generated summary
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.