◆ Mixed
India’s bond market performed well, equities to become attractive again: RBI’s Poonam Gupta
RBI is in focus.
26 Sept 2026 · Economic Times Markets
India's bond market is exhibiting notable strength, outpacing its historical performance and standing firm against global trends. The Deputy Governor of the Reserve Bank of India highlighted the promising fiscal commitments that are bolstering market dynamics. Meanwhile, Indian equity markets have faced challenges, partially due to rapid advancements in AI abroad.
The analysis
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Why it matters
- With RBI involved, this carries a regulatory dimension that can outlast the immediate market reaction.
Market context
- This is a market-wide development — its reach goes beyond any single stock.