# Indian Government Securities

Type: Company

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/indian-government-securities
Canonical HTML page: https://getfinancebrief.com/entity/indian-government-securities

## Timeline

- **2026-10**: Kotak projects start of rate hiking cycle — Kotak Mahindra Mutual Fund expects RBI to deliver a cumulative 50 bps rate hike in H2 FY27 (October 2026–March 2027).
- **2026-09**: Expected short-end yield decline — FCNR-related liquidity seen driving 15–20 bps drop in shorter-end bond yields by September 2026.
- **2026-08-06**: RBI keeps policy rates unchanged — Reserve Bank of India maintains status quo in its latest monetary policy review; Kotak report published same day.
- **2026-06-30**: End of Q1 FY27 — Gross FDI inflows for April–June 2026 reach $30.7 billion, up from $26.7 billion in Q1 FY26.

## Recent coverage (1 stories)

### Kotak sees FY27 BoP surplus, projects 50 bps rate hike by RBI in H2
2026-08-06 09:31:45 · Sentiment: Neutral · Impact: 5/10 · Sources: 3

A Kotak Mahindra Mutual Fund report forecasts India’s balance of payments surplus in FY27 behind $30.7B Q1 FDI, while expecting a 50bps RBI rate hike later this financial year. The analysis indicates that bond markets have already priced in the tightening, with 10-year yields seen stable and short-end yields set to dip on FCNR flows.
Full story: https://getfinancebrief.com/story/india-bop-surplus-kotak-rate-hike-fy27

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