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The Economic Times

Markets / The Economic Times

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Budget 2026: The arithmetic that will decide Indias bond market

Budget 2026 will be crucial for Indias bond market, with investors seeking fiscal continuity, credible deficit targets and transparent consolidation. Borrowing strategy, capex execution, and small savings flows will shape yields, while improved market microstructure gains importance amid deferred global index inclusion, making trust between fiscal policy and markets essential.

20 Jan 2026 10:53 am