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Bondyields

Budget Analysis: Mother of Bull Markets Coming... The Government has managed to keep the fiscal math under control. More capex, less borrowing, reduced revenue deficit - all make up for a sound platform on which the economic development can take off. As and when the global economy picks up and India gets a ratings upgrade, expect yields to cool down even more and equity markets to shoot through the roof. If you can't read this from yesterday's budget, you are losing on a giant of an opportunity.
TVC:IN10Y
by MBIPL
Liz Truss, Rishi Sunak, Starmer - Lessons for India from UKIndian Budget will be presented in Jul 2024. This will be a coalition government budget, hence there is a chance of the government going populist and yielding to coalition partners demands. Indian government has done a fabulous job in the last decade of maintaining the public finances in a strong position. This video tries to highlight where we stand due to our correct economic policies of the last decade - including a once in a century pandemic - against the global backdrop
TVC:GB10Y
by MBIPL
Understanding Impact of Bond Yield Differential on EquitiesOver the past decade the interest rate differential between US and India has been constantly going down. This has largely been due to stronger fiscal position of India and also gradual weakening of US Public Finances. This has led to the Rupee becoming more stable against the Greenback, thereby reducing the rate of inflation in India. Further, this has resulted in rising of equity markets over the last decade, and more importantly, the same setup is likely to stay or become better over the next two decades. Hence long term retail investors in India can benefit from this by placing algo based orders to buy Index ETFs on dips and reduce their cost of buying and stay invested over the long term thereby getting benefit of power of compounding. --------------------- Trading View Script:
TVC:IN10YEducation
by MBIPL
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