
MACRO Capsule
February 1, 2025 at 04:19 PM
https://blog.sundarammutual.com/Documents/market-insights---february-2025.pdf
*Market Insights-February 2025*
We ask two key questions:
* What are the two key variables we need to track to get a sense of the direction of India 10Y yields?
* Will FII debt inflows witness a pickup in 2025? What will determine this?