Demand for Indian government bonds faltered on Thursday as renewed U.S.-Iran strikes drove oil prices higher and raised concerns about the economic fallout for the world's third-largest oil importer. The United States launched new strikes on multiple targets overnight in Iran, with President Donald Trump threatening even more attacks if no peace deal is secured. Brent crude futures surged 1.6% to $94.55 in Asian trade. It has risen 30% since the war began on February 28.India bond demand wanes as US-Iran tensions lift oilIndian government bonds saw reduced demand on Thursday. Renewed U.S.-Iran strikes pushed oil prices higher. This development raises concerns about India's economy, the world's third-largest oil importer. Foreign banks sold Indian bonds, marking a significant outflow. Economists predict mounting costs if the conflict persists. Inflation is expected to average 5.1% with growth slipping to 6.6%. The yield on the benchmark 6.94% 2036 bond steadied at 6.9430% by 10:15 a.m. IST after rising to 6.9551% earlier in the session. Yields move inversely to prices. Foreign banks sold 43.76 billion rupees of Indian bonds on Thursday, their biggest one-day outflow since April 2. India is increasingly counting the cost of the Iran war, which economists say will keep mounting if the deadlock between the U.S. and Iran remains unresolved and the blockage of oil supplies continues. Consequently, the central bank sees inflation averaging 5.1% in the financial year and growth slipping to 6.6% from 7.7% in the previous year. The Indian rupee slipped 0.43% to 95.6725 per dollar on Thursday. It has depreciated over 5% since February-end. The government and the Reserve Bank of India have announced a slate of measures to boost foreign inflows to defend the rupee and strengthen India's external balances. "Any long-term bets on Indian debt after the measures will depend on the actual flow of foreign funds... till then focus is on Brent," a private-bank trader said.RATESIndia's overnight index swap rates eased as traders received betting yields would soften over the medium term on foreign inflows. The one-year swap fell 2.5 bps to 6.03%, while the two-year rate and the five-year rate eased 1.25 bps each to 6.21% and 6.4550% respectively.
India bond demand wanes as US-Iran tensions lift oil
Indian government bonds saw reduced demand on Thursday. Renewed U.S.-Iran strikes pushed oil prices higher. This development raises concerns about India's economy, the world's third-largest oil importer. Foreign banks sold Indian bonds, marking a significant outflow. Economists predict mounting costs if the conflict persists. Inflation is expected to average 5.1% with growth slipping to 6.6%.












