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Insights
Market analysis, policy commentary, and fixed income research from the BondBulls team.
India's Corporate Bond Market: What Changed in 2025
From SEBI's framework overhaul to record issuances by PSUs — a deep look at how the Indian corporate bond market evolved and what it means for institutional allocators.
Anushka Sharma
May 19, 2026 · 7 min read
The Yield Curve Inverted. Here's What That Actually Means for Bond Investors
A plain-English breakdown of yield curve inversion, why it happens, and how sophisticated fixed-income desks position around it.
May 12, 2026 · 5 min read
RBI Holds Repo Rate at 6%. What's Next for Debt Funds?
The MPC voted 4-2 to hold. We unpack the dissenting votes, the liquidity stance, and the implications for short-duration and gilt funds.
May 8, 2026 · 4 min read
PSU Bonds vs Private Credit: A Credit Risk Framework for Analysts
How to think about PSU guarantees, quasi-sovereign pricing, and where private credit issuers actually sit on the risk spectrum.
April 30, 2026 · 8 min read
G-Sec vs SDL Spreads Are Widening Again — Should You Care?
State Development Loans are back in focus as spread widening creates relative value opportunities. We look at which states and tenors make sense.
April 22, 2026 · 6 min read
What It Takes to Build a Bond Desk for a Mid-Size Broker in India
Technology, compliance, and sourcing — the three pillars that determine whether a broker's bond offering succeeds or quietly dies.
April 15, 2026 · 6 min read
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