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Social··Severity 6

FAR bonds lose their pull as tailwinds fade

Foreign inflows into Indian government securities have begun to slow down. This moderation follows a strong surge in June driven by index inclusion expectations. Narrowing yield spreads between India and the US are now a key factor. Concerns over rupee weakness and delayed index decisions also contribute. Investors are reassessing the attractiveness of rupee-denominated assets.

Scenario chain

Probabilities below are model estimates based on the event chain, horizon, and indicators. They are not outcome guarantees, investment advice, or emergency instructions.

A

Эскалация

27%

Forecast derived from cascade analysis. Watch confirmation indicators below.

Primary source: Economic Times

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