Bond Crisis Worsens | U.S. 30-Year Treasury Yield Hits 2004 High | Explained: Why Yields Are Rising

Rising global bond yields are raising questions about borrowing costs, capital flows and the outlook for Indian markets. In this conversation with Business Today, Indranil Pan, Chief Economist at YES Bank, explains what higher US and Japanese bond yields could mean for India’s economy, businesses and investors. The discussion examines the role of global interest rates, inflation, crude oil prices and foreign investment flows, while exploring the potential impact on home loans, corporate borrowing and capital expenditure. Pan also discusses the significance of FCNR deposits in supporting liquidity and the rupee, along with the challenges posed by higher oil prices and a changing global interest rate environment. The conversation unpacks the key economic factors shaping India’s financial outlook.