Featured: CIO Sanjay Guglani on Bloomberg
Featured: CIO Sanjay Guglani on Bloomberg
Featured: CIO Sanjay Guglani on Bloomberg
Featured: CIO Sanjay Guglani on Bloomberg
Featured: CIO Sanjay Guglani on Bloomberg
Apr 10, 2026
Our CIO Sanjay Guglani was recently quoted in a Bloomberg News article on recent RBI currency market actions.
𝗥𝗕𝗜 𝗜𝗻𝘁𝗲𝗿𝘃𝗲𝗻𝘁𝗶𝗼𝗻 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗼𝗻𝘁𝗲𝘅𝘁
The recent intervention highlights evolving dynamics in policy signaling and market engagement.
As noted in the article, the approach appears somewhat discretionary, which may lead offshore investors to be more selective when evaluating rupee assets.
In this backdrop, global investors are likely to price in a modestly higher risk premium for INR assets.
💰 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗶𝗻 𝗢𝗳𝗳𝘀𝗵𝗼𝗿𝗲 𝗜𝗻𝗱𝗶𝗮𝗻 𝗖𝗿𝗲𝗱𝗶𝘁
👉 Offshore USD bonds from Indian issuers continue to offer attractive relative value
• Competitive yields relative to onshore alternatives
• Resilient credit fundamentals
• Natural diversification benefits for investors
📈 𝗢𝘂𝗿 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲
We remain constructive on offshore (USD) Indian credit, where valuations are compelling and risk-reward remains favorable.
🔗 https://lnkd.in/gjVNGMf6
For any inquiries, please reach out to us at [email protected].
Keep up to date with Silverdale Funds by following our Linkedin
Connecting the Dots.
Sign up to receive insights and analysis from Silverdale Funds
© 2026 Silverdale Capital Pte Ltd. All rights reserved.
This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 200820921K), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.
All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.
This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.
© 2026 Silverdale Capital Pte Ltd. All rights reserved.
Connecting the Dots.
Sign up to receive insights and analysis from Silverdale Funds
© 2026 Silverdale Capital Pte Ltd. All rights reserved.
This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 200820921K), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.
All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.
This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.
© 2026 Silverdale Capital Pte Ltd. All rights reserved.
Connecting the Dots.
Sign up to receive insights and analysis from Silverdale Funds
© 2026 Silverdale Capital Pte Ltd. All rights reserved.
This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 200820921K), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.
All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.
This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.
© 2026 Silverdale Capital Pte Ltd. All rights reserved.
Connecting the Dots.
Sign up to receive insights and analysis from Silverdale Funds
© 2026 Silverdale Capital Pte Ltd. All rights reserved.
This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 200820921K), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.
All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.
This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.
© 2026 Silverdale Capital Pte Ltd. All rights reserved.
Connecting the Dots.
Sign up to receive insights and analysis from Silverdale Funds
© 2026 Silverdale Capital Pte Ltd. All rights reserved.
This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 200820921K), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.
All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.
This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.
© 2026 Silverdale Capital Pte Ltd. All rights reserved.