INCOME TAX11 Sept 2026
Japanese money moving home could impact global risk assets: ICICI Pru AMC's Manish Banthia | Mint
US bond yields are near multi-year highs, but ICICI Prudential's Manish Banthia says most of that damage is already priced in. Indian bond investors should note India's yields now follow domestic growth and inflation more than US rates. He expects the RBI to raise rates by 50-100 basis points in the next year. Short-to-medium duration suits you now.
Key Statutory Highlights
- Japan's 10-year bond yield has moved from -40 basis points to around 3%, while the US 10-year sits near 4.8%.
- Manish Banthia says India's bond yields are now driven more by domestic growth, inflation and the fiscal deficit path than by US yields.
- He expects the RBI to hike rates by 50-100 basis points over the next one year, and the market has already priced in 75-100 basis points.
Actionable Advice for Taxpayers / Founders:If you invest in bonds or debt funds, talk to your adviser about whether short-to-medium duration suits your goal and holding period. Bond returns are not guaranteed, so treat any view as an opinion, not a promise.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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