#g-secs

The post India: Tactical duration opportunity on rates – DBS appeared on BitcoinEthereumNews.com. DBS Group Research economist Sherilyn Chew notes that renewed geopolitical risk has lifted yields across Asia, but sees Indian G-Secs as offering a tactical opportunity. She argues the India sell-off is mainly macro repricing, with domestic fundamentals and structural demand intact. Foreign participation remains supportive, and DBS views the 10-year sector as attractive for adding duration once risk sentiment stabilises. Indian G-Secs repricing seen as transient “Renewed geopolitical risk has pushed yields higher across the region, but we would differentiate between markets where the repricing presents a more compelling entry and those where it reinforces existing concerns.” “For India, the sell-off looks largely driven by a broad-based macro repricing rather than any deterioration in domestic fundamentals.” “With supportive structural demand and ongoing foreign participation still support