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Bonds and the Bond Market in India

Global Index Inclusion

In 2024 and 2025, major global bond indices began including Indian government bonds, bringing foreign inflows and lower borrowing costs.

India joins the global bond mainstream.

What it means

Funds that track these indices must buy Indian bonds.

Milestones

JP Morgan began phasing in Indian bonds from June 2024, and other providers followed.

Fully Accessible Route

Only bonds designated FAR are eligible, with no limits on foreign investment.

Effects

More demand can lower yields but also make markets sensitive to global flows.

An index buyer

A passive fund buys Indian bonds automatically because they've entered its index.

Assuming foreign money is always stable

It can leave quickly.

Key takeaways
  • Global indices added Indian bonds.
  • FAR bonds qualify.
  • Inflows lower yields.
  • Flows can reverse.
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