◆ Mixed
India 10-year yield hits over two-year high as supply angst adds to global woes
28 Sept 2026 · Economic Times Markets
Recent trends show Indian government bonds plummeting, thus elevating benchmark yields to a two-year high. The government aims to secure substantial funds through bond sales projected at 7.86 trillion rupees by March.
The analysis
This is an Input cost / crude event. India imports most of its crude, so input costs pass through to margins downstream and to the rupee. Producers and consumers of the same input move in opposite directions.