The Indian bond markets are spooked. Some interesting data points

Here are some interesting slide from this ICICI market outlook.

1. Rising corporate bond yield spreads

2. Widening corporate bond spreads

3. Sharp spike in money market yields

4. Markets expect more dovishness

5. Markets are thirsty

@GoldenPi Are you guys seeing any concern among investors? How are yields off late on AAA, AA and A bonds?

3 Likes

@RahulKhanna sorry for the late response. Well the time when you asked GoldenPi’s inputs and the time when I am answering it, mountains have moved in between . And answering your question has become easier : )

The prices have hiked and the yields have dropped post election. But it should stabilize by next week.

1 Like