Updated
Updated · Reuters · Jun 11
Indian Companies Raise $3.24 Billion in Debt as RBI Moves Cut Yields by 45 Basis Points
Updated
Updated · Reuters · Jun 11

Indian Companies Raise $3.24 Billion in Debt as RBI Moves Cut Yields by 45 Basis Points

3 articles · Updated · Reuters · Jun 11

Summary

  • More than 310 billion rupees of up to five-year bonds are being sold this week, with non-bank financial firms leading a funding rush after borrowing costs dropped sharply.
  • RBI measures announced Friday to support the rupee and draw in dollars pushed AAA-rated corporate bond yields down 40-45 basis points, while spreads over government bonds also narrowed.
  • REC and NABARD both raised three-year money at 7.34%, with NABARD returning at far lower levels after scrapping a similar May issue that could have priced near 8%.
  • Bajaj Finance, Muthoot Finance, Bajaj Housing Finance and L&T Finance are among issuers lining up 85 billion, 27.5 billion, 20 billion and 15 billion rupees of debt, respectively.
  • Bankers and investors expect the rally in short-dated bonds to continue, partly because more overseas borrowing could reduce local supply and support further gains.

Insights

As global interest rates climb, how long can India's financial markets successfully defy the worldwide trend?
Indian companies are now borrowing billions cheaply. Will this fuel genuine growth or simply create a corporate debt bomb?
The RBI's policies have lowered borrowing costs, but are they a sustainable solution or a temporary fix for India?