Why fixed-income investors should shift focus from duration to yield in 2026, says Shriram Ramanathan

Indian bond markets are shifting after a strong rally. Investors should now focus on stable returns from attractive yields and selective credit. Aggressive duration bets are less advisable. Opportunities exist in money markets, State Development Loans, and short-term corporate bonds. Currency stability and global developments will also shape investor interest in 2026.

Source: Why fixed-income investors should shift focus from duration to yield in 2026, says Shriram Ramanathan