When Bonds Speak, Equities Listen
Ask any Indian equity investor what they are watching most closely, and the answers tend to follow a familiar pattern. Earnings season. Crude oil. Geopolitics. The RBI's next policy decision. The Nifty's technical levels. These are legitimate concerns, but they share a common characteristic, they sit on top of a foundation that most investors never examine directly. That foundation is the bond market.
Ask any Indian equity investor what they are watching most closely, and the answers tend to follow a familiar pattern. Earnings season. Crude oil. Geopolitics. The RBI's next policy decision. The Nifty's technical levels. These are legitimate concerns, but they share a common characteristic, they sit on top of a foundation that most investors never examine directly. That foundation is the bond market.
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