Bihar Conclave 2025

Jefferies Report

The Indian bond market is gaining momentum, driven by steadily easing inflation and expectations of further interest rate reductions by RBI.

Jeeries' report highlights a balanced approach in the government's spending priorities. It notes that while populist policies are gaining traction, particularly in state elections, the central government continues to prioritize long-term economic growth through infrastructure investment.

The Adani Group has surged in market capitalization, reclaiming its pre-Hindenburg levels after two major rallies in the Indian indices.