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Oct 10, 2024 | 
cogencis.com | Aaryan Khanna
Exclusives Informist, Thursday, Oct. 10, 2024By Aaryan Khanna and PratikshaNEW DELHI – The Reserve Bank of India's proposed Liquidity Coverage Ratio guidelines will likely dampen credit growth if banks are not able to raise additional deposits, according to UCO Bank Executive Director Rajendra Kumar Saboo. The additional deposits will have to be used to add High-Quality Liquid Assets, a category of instruments that includes government bonds, Saboo said.
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Oct 9, 2024 | 
cogencis.com | Aaryan Khanna
Deep Dives Informist, Wednesday, Oct. 9, 2024By Aaryan KhannaMUMBAI – The Reserve Bank of India's Monetary Policy Committee finally let go of a stance considered dated by many a gilt trader, changing it to neutral Wednesday. The immediate market reaction was positive, but traders were still left to figure out when and by how much the new rate-setting panel would be ready to cut rates.
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Sep 12, 2024 | 
informistmedia.com | Aaryan Khanna
Back Government Funding NaBFID needs to cut reliance on govt fund, manage on own, says RBI Rao Informist, Thursday, Sep 12, 2024 --RBI Rao: Will consider credit enhancement for NaBFID if approached --RBI Rao: NaBFID must ensure inclusive, sustainable infra development --RBI Rao: NaBFID must set up unit to monitor ongoing infra projects --RBI Rao: NaBFID must focus on liquidation, resolution of bad assets --RBI Rao: Pension funds give NaBFID opportunities for long-term funding --RBI Rao:...
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Sep 6, 2024 | 
informistmedia.com | Aaryan Khanna |Sachi Pandey
Informist, Friday, Sep 6, 2024 --Bandhan AMC Choudhary: Use govt bonds to maximise duration --Bandhan AMC Choudhary: 10-yr gilt attractively priced at 6.85-6.90% --Bandhan AMC Choudhary:Structural, tactical view on gilts converging --Bandhan AMC Choudhary:Mkt underestimating favourable demand in gilts --CONTEXT: Bandhan AMC debt head Choudhary's remarks in interview --Bandhan AMC Choudhary:Gilts to outperform spread assets for 3-4 yrs By Aaryan Khanna and Sachi Pandey NEW DELHI/MUMBAI -...
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Sep 6, 2024 | 
informistmedia.com | Aaryan Khanna |Sachi Pandey
INTERVIEW
Gilts to outperform spread assets - Bandhan AMC Choudhary
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Sep 3, 2024 | 
informistmedia.com | Aaryan Khanna
Back
Informist Poll
10-year gilt yield seen 6.85% Sep-end post FOMC rate cut
Informist, Tuesday, Sep 3, 2024
By Aaryan Khanna
NEW DELHI – The current month holds one of the most significant events for bonds in over a year: the US Federal Open Market Committee's meeting at which the panel is almost certain to cut interest rates.
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Aug 30, 2024 | 
informistmedia.com | Aaryan Khanna
Back INTERVIEW High leverage a deterrent to rate cuts, says YES Bank's Nambiar Informist, Friday, Aug 30, 2024 --YES Bk Nambiar: High leverage in economy may deter steep rate cuts --CONTEXT: YES Bk trading head Sudarshan Nambiar's remarks in interview --YES Bk Nambiar: See shallow rate cut cycle starting December --YES Bk Nambiar: Gilt yields likely to decline uniformly --YES Bk Nambiar: Don't see steepening in India gilt yield curve --YES Bk Nambiar: See 10-year gilt yield under 6.70% by...
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Aug 27, 2024 | 
cogencis.com | Aaryan Khanna
Exclusives Informist, Tuesday, Aug 27, 2024 --Mkt sources: Non-residents compressed OIS portfolio last week --Mkt sources: Bks advising foreign clients to compress OIS portfolio --Mkt sources: OIS portfolio compression freed up non-resident limit --CONTEXT: Non-resident OIS limit utilisation has fallen sharply Aug --Mkt sources: Freed up OIS limits enabling more FPI rate cut bets --CONTEXT: Non-resident OIS limits were near full last month By Aaryan Khanna NEW DELHI – Non-residents have...
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Aug 27, 2024 | 
informistmedia.com | Aaryan Khanna
Back EXCLUSIVE Non-residents compressed OIS portfolios last week, market sources say Informist, Tuesday, Aug 27, 2024 --Mkt sources: Non-residents compressed OIS portfolio last week --Mkt sources: Bks advising foreign clients to compress OIS portfolio --Mkt sources: OIS portfolio compression freed up non-resident limit --CONTEXT: Non-resident OIS limit utilisation has fallen sharply Aug --Mkt sources: Freed up OIS limits enabling more FPI rate cut bets --CONTEXT: Non-resident OIS limits were...
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Aug 24, 2024 | 
informistmedia.com | Aaryan Khanna
Informist, Saturday, Aug 24, 2024 By Aaryan Khanna --MPC Bhide: FY25 GDP growth above pre-pandemic long-period average --MPC Bhide says achievable growth may be higher in future --MPC Bhide says high economic growth unevenly spread at present --MPC Bhide says external demand not rising as fast as it did --MPC Bhide says consumption demand growing slowly --MPC Bhide:Month-on-month CPI momentum in Jun-Sep is relatively high --MPC Bhide: Must monitor month-on-month Jun-Sep CPI momentum --MPC...
