New Delhi, Dec 12: Patchy growth and fiscal discipline have created an opportunity for investors in Indian government bonds, particularly at the 10‑year and longer maturity points, a report said on Friday.

The report from DSP Mutual Fund said also pointed at relative attractiveness of large cap stocks especially IT and bank stocks.

Stable Borrowing and Slower G-Sec Supply Supporting Bond Market

With central government gross market borrowing having stabilised as a share of gross domestic product, net government‑security supply is rising slower than the economy, limiting bond supply and easing upward pressure on rates.

Narrowing GDP–G-Sec Spread Signals Scope for Lower Rates

"The spread between nominal GDP growth and the 10-year G-Sec yield has narrowed to about 2.5 per cent to 3 per c

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