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Explained: How multi-decade high global bond yields spell caution for Indian stock market investors
Economic Times 55 min ago·2 Sept 2026, 7:45 am
Global bond yields are surging as oil-driven inflation, rising debt, heavy AI borrowing and hawkish central-bank expectations unsettle markets. With US, Japanese and Indian yields climbing, the bond selloff is spilling into equities and emerging markets. For India, higher oil prices could add to imported inflation, pressure the rupee, lift borrowing costs and constrain monetary easing.
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