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Thursday, August 21, 2025
TopicJP Morgan

Topic: JP Morgan

With Indian bonds now on the global radar, prudent fiscal glide path & checks on volatility become key

Inclusion of Indian bonds on J.P. Morgan’s emerging markets index may lead to more foreign investment & lower borrowing cost. Dollar inflows could imply rupee appreciation & higher liquidity.

India set for decade-high $2 billion bond inflows around JPMorgan index inclusion day

The Reserve Bank of India, which has been keeping a hawk eye on the rupee to prevent it from plumbing lifetime lows, will be vigilant of the inflows and speculative positioning on the currency.

JP Morgan CEO praises ‘tough leader’ Modi — ‘has taken 400 million people out of poverty’

Jamie Dimon also lauded India's Aadhaar recognition system, broad availability of banking services & country's 'unbelievable' education system & infrastructure.

Cheaper borrowing, forex benefit — how JP Morgan’s bond move will benefit Indian govt & companies

JP Morgan included Indian bonds in its widely-tracked emerging markets bond index, exposing them to foreign investors. Finance Ministry officials and market analysts both lauded move.

Adani Group still eligible for CEMBI, JACI, JESG indexes, says JP Morgan

Adani Group's businesses include ports, power generation, transmission and renewable energy, among others, with a total notional of S$7.7 billion in the CEMBI and JACI indexes.

India’s inclusion into key government bond index pushed to next year due to operational issues

The bonds will likely be included in the JP Morgan emerging market global index early next year as the centre needs to address various operational issues, sources said.

Are Indian govt bonds about to hit global indices, attract more foreign funds? Not just yet

Govt & RBI have held talks with JPMorgan emerging markets bond index , but index managers need approval from investor committees. Announcement expected to take at least 2 quarters.

Why global investors are dumping Indian bonds like never before

The exit of foreign investors from India's bonds could become a problem for Modi government as it borrows record amounts to fight the pandemic.

How courtrooms across the world could unleash the next wave of green investing

A trial in Australia offers an early test of whether money managers have a fiduciary duty to help combat the ravages of a warmer planet.

Populist politics seen as a key risk to Indian economy and stocks, JPMorgan warns

India is battling one of the world’s fastest growth of Covid-19, and the devastation due to the pandemic is fostering conditions in which populist rhetoric thrives, say the analysts.

On Camera

Tariffs, chips, and China — how Trump’s trade playbook affects India

Trump’s OBBB is framed to augment domestic semiconductor production and enhance trade protection, even at the expense of certain social programs such as Medicaid, food stamps, and student loans, as well as a projected ballooning federal deficit from US$2.8 to 3.3 trillion

New insolvency frameworks to shorter timelines, how 2025 amendment bill proposes to transform IBC

New bill aims to fix key issues with IBC 2016, including delays & patchy implementation, and protect creditors, with window for genuine promoters to retain control of their companies.

First-of-its kind tri-services conference Ran Samvad to take place in Army War College next week

Billed as the military’s own version of Raisina Dialogue, the event will spotlight on tech-driven warfighting, lessons from Operation Sindoor and release of three new doctrines.

War of IAF, PAF doctrines: As Pakistan obsesses over numbers, India embraces risk, wins

Now that both IAF and PAF have made formal claims of having shot down the other’s aircraft in the 87-hour war in May, we can ask a larger question: do such numbers really matter?