After a soft start, India’s 10Y yield turned sticky in H2FY26 amid rising supply concerns and global geopolitical tensions. Oil shocks and volatile capital flows have added to upside risks, keeping yields elevated.
While the credit ratio remains above the 10-year average of 1.55, the moderation suggests early signs of stress amid a more challenging environment.
While geopolitical tensions can temporarily affect investor sentiment, Dubai’s real estate market has historically demonstrated a remarkable ability to absorb shocks and recover relatively quickly.
