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Indias 10-year bond yield inched up 4 bps to 6.57% in September, supported by stable policy, ample liquidity, and a dovish global backdrop after the US Feds rate cut. RBI may deliver one more 25 bps cut by December.
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SEBIs move to reclassify REITs as equity instruments marks a pivotal shift, paving the way for index inclusion, deeper liquidity, and valuation re-rating. The change aligns India with global standards and could trigger major institutional inflows, mainstreaming REITs within core equity allocations.
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Indian equities may regain momentum by late 2025 as valuations normalise and earnings bottom out, says Siddhartha Khemka of Motilal Oswal. He expects strong growth from FY27 led by financials, autos, and capital goods, setting up the next rally phase.
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News and Media
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