ACTIVE BOND FUND MANAGERS

When Stocks Dampen Festive Cheer, Can Bonds Keep the Celebrations Going?

Investors in India are navigating a challenging landscape as the equity markets descend into significant losses. Selling off assets at this juncture could incur financial damage, yet deferring such decisions may hinder urgent expenses. By maintaining fixed-income portfolios, investors can secure consistent cash flow to address short-term needs. To enhance portfolio resilience, diversifying between stocks and bonds becomes vital for achieving growth while safeguarding capital for future endeavors.

India needs wider bond yield differential to draw foreign investors

India's 10-year government bond yield differential with the US has recently surpassed 240 basis points. Market analysts suggest that this yield gap should exceed 300 basis points for attracting significant foreign investments. October saw foreign investors sell bonds worth approximately ₹5,615 crore, a decrease from the previous month. The rupee's performance improved against the dollar, aiding in mitigating some pressures from portfolio outflows.

Which MF categories should you invest in this Diwali? Experts suggest funds for conservative, moderate & aggressive investors

As Diwali approaches, it's an ideal moment for investors to reassess their mutual fund strategies according to their risk appetite. Conservative investors might prioritize debt-oriented funds with a touch of equity for added safety. Those leaning towards moderate risk can benefit from hybrid funds that merge equity and debt for balanced growth. In contrast, aggressive investors may dive into diversified equity funds for maximizing wealth over the long haul.

ETMarkets Smart Talk| FDs, G-Secs or debt funds? UTI AMC's Anurag Mittal explains what works in a rising-rate cycle

In this edition of ETMarkets Smart Talk, Anurag Mittal, President & Head–Fixed Income at UTI AMC, shares his views on the changing dynamics in India’s bond market, the outlook for interest rates and bond yields, and how investors can position their fixed-income portfolios in a rising-rate cycle.

Persistent raises Rs 7,600 crore to wrap up funding for Nagarro SE deal

Persistent Systems has made waves in the financial market by securing ₹7,600 crore through non-convertible debentures aimed at funding its acquisition of Nagarro SE. This bold move saw bonds varying from two to three years issued, with demand soaring above ₹15,000 crore, attracting top investors. Additionally, the company successfully raised ₹600 crore with a one-year commercial paper at an impressive 8.75%.

ETtech Explainer: Why Meta is raising billions through bonds

Developing AI models and offering AI-powered services requires enormous computing capacity. This involves building data centres, purchasing specialised chips and servers, expanding cloud infrastructure, and securing the electricity needed to run these facilities.

Meta kicks off first euro bond sale in latest test for tech sector

Meta Platforms has initiated a significant bond sale, marking its first offering of euro-denominated bonds aimed at financing its investments in AI and infrastructure development. In addition, the tech giant plans to raise $15 billion through a US dollar bond offering this week. Despite ongoing concerns about growth in the AI sector and regulatory challenges, technology companies continue to pursue funding opportunities.

ETMarkets Smart Talk| FDs, government bonds or debt mutual funds: How should investors choose in today's market?

In this edition of ETMarkets Smart Talk, we speak with Siddharth Chaudhary, Head – Fixed Income, Bajaj Asset Management Limited, who shares his outlook on interest rates, bond yields and liquidity, and explains how investors can navigate the changing fixed-income landscape while balancing returns, risk and liquidity needs.

US Treasury yields climb as strong jobs data, midterm polls weigh; 10-year yield eyes 5% again

US Treasury yields climbed as stronger than expected September jobs data pointed to a resilient labour market, while investors awaited the midterm election results. Falling oil prices briefly eased pressure on bonds, but the move reversed as economic data reinforced growth expectations and uncertainty over future US fiscal policy kept investors cautious.

Chinese stocks fall as investors unimpressed by fresh market support measures

Chinese stocks declined as selling in energy and technology shares outweighed fresh regulatory measures aimed at supporting the market. Investor sentiment remained weak amid concerns over the property sector and disappointment that the latest policy steps fell short of expectations.

US tech giants' AI borrowing could push up Europe's bond yields

Rising AI infrastructure investments are driving US technology giants to tap European bond markets, potentially increasing borrowing costs. Alphabet, Meta, Amazon and Microsoft are expected to boost debt issuance, intensifying competition for investor capital and putting pressure on corporate credit spreads and European government bond yields.

ETMarkets Fund Guide: Large, mid or smallcap? How a Rs 1.5 lakh crore-fund manager approaches flexicap investing

In this edition of ETMarkets Fund Guide, we decode the flexi-cap category with Raunak Onkar, Fund Manager and Research Head at PPFAS Mutual Fund, who manages assets of around Rs 1.5 lakh crore.

ETMarkets Smart Talk | Bond markets have priced in nearly four rate hikes. Where should investors invest now?

In this edition of ETMarkets Smart Talk, Piyush Barawal, Director and Senior Fund Manager at WhiteOak Capital, shares his outlook on interest rates and bond yields and explains why the two- to four-year segment of the yield curve could offer an attractive opportunity.

Jubilant Pharmova plans to raise Rs 800 crore via maiden bond issue

Jubilant Pharmova has announced plans to secure ₹800 crore via its first bond issuance within the local market, featuring ₹400 crore as the base amount and an equal greenshoe option. The capital raised will be primarily allocated to the company’s capital expenditure and upcoming expansion efforts. Subscriptions are anticipated chiefly from mutual funds and asset managers, making this a significant moment in the company's bond market debut.

Why are 10-year Treasury note, yield on 30-year bond down ahead of November 3 Election Day after hitting highest levels in October? Details here

US Yields on benchmark 10-year notes and 30-year bonds were eyeing their third decline in a row as investors also awaited the November 3 US midterm elections.

Oracle plans to raise $20 billion through bonds and stock sales

Oracle has announced its ambitious plan to generate $20 billion through bond and share sales, focusing on both corporate needs and essential infrastructure development. The raised funds are earmarked for advancing initiatives in AI and cloud computing, projecting substantial growth soon. This fundraising will also assist with capital expenses, debt repayment, acquisitions, and share buybacks. Despite a 3.

China stocks edge higher as reports of market support lift sentiment

China’s stock market edged higher after reports that regulators would discuss measures to support capital markets. However, concerns over state-backed Zhuhai Huafa Group’s liquidity continued to weigh on related stocks and bond funds.

Indian stocks may recover on steady growth and earnings, Axis AMC says

Indian stocks are expected to recover in the financial year due to strong earnings and economic growth. The Nifty 50 index has decreased significantly after years of gains, partly due to global issues. The fund manager emphasizes that foreign fund outflows do not indicate a decline in India's growth prospects. Certain sectors like AI, energy, and domestic manufacturing are highlighted for potential investment.

Don't Be the Fund Manager to Your Fund Manager: Swarup Mohanty's Advice

Upstox secures bond platform licence, to launch direct offerings soon

Upstox has been offering bonds through IndiaBonds, following a partnership announced in September 2025. The new licence will allow the company to offer the instruments directly instead of relying on a third-party bond platform.

Best short duration debt mutual funds to invest in October 2026

Short duration mutual funds invest in both short term bonds and very short term instruments. They invest in treasury bills, commercial papers, certificates of deposits and so on to take care of their liquidity needs. They also invest in corporate bonds, government securities, etc.

Best corporate bond mutual funds to invest in October 2026

Corporate bond mutual funds invest at least 80% of their corpus in the papers of the highest-rated companies. This makes them relatively safer than other debt schemes such as credit risk funds. They are also safer than gilt funds and long term debt funds that are highly sensitive to interest rate changes in the economy.

Asia-focused banks face bond market risks ahead of Q3 earnings

Asia-focused banks face mounting pressure from rising bond yields, inflation and currency volatility ahead of third-quarter earnings. HSBC, Standard Chartered and DBS confront profitability and capital risks, while Japanese and Southeast Asian lenders navigate bond losses, funding pressures and economic uncertainty.