India’s Plan to Remove Rupee Notes From Circulation Boosts Bonds

  • Withdrawal of note may boost bank liquidity, economists say
  • 5-year yield may drop to 6.75% on move: Ujjivan Small Finance
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India’s shorter-maturity bonds rallied and money market rates eased on bets that a withdrawal of the nation’s highest value currency note would leave banks with surplus cash to invest.

As much as 1 trillion rupees ($12.1 billion) may be added to India’s financial system as authorities remove 2,000 rupee notes from circulation, according to QuantEco Research and Kotak Mahindra Bank Ltd. Consumers have until end-September to deposit the notes into their bank accounts or exchange them for other denominations.