星展集团:印度预算对提振债券市场的作用甚微

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Feb 01

星展集团的Radhika Rao表示,预计债券市场不会从印度预算中获得提振,收益率可能在短期内上升。这位高级经济学家在一份报告中称,“债券市场可能会惴惴不安地关注总发债规模。“她指出,27财年的总发债目标已定在创纪录的17.2万亿印度卢比,相比之下,星展集团的预测为16.5万亿印度卢比,26财年的数据为15.5万亿印度卢比。她补充说,印度央行在过去一年中一直是政府证券的主要买家之一,而且这种情况可能会持续下去,直到以银行为首的国内参与者回归市场,从而更好地平衡供需。

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