Global Cost of Capital: Impact on India | The Spark Capital View | CIO Conversations | Episode 72

The global cost of capital is rising. With bond yields moving higher across the US, Japan and other developed markets, what could this mean for India? In this episode of CIO Conversations, Parameswara Iyer Krishnan, MD & CIO, Equity Asset Management, Spark Capital, explains the forces reshaping global capital markets and their impact on Indian valuations, capital flows and equities. He also explains what could help Indian companies navigate this environment, from capital discipline and productivity to business resilience. In this episode: [00:00] Introduction [00:22] Stress across global bond markets [01:01] What is driving higher US borrowing costs? [03:03] The rise in the US term premium [04:13] Why Japan matters to global markets [06:17] The implications for India [07:35] The yen carry trade and Indian assets [08:14] What rising global yields mean for Indian valuations [09:43] The opportunity in a higher cost of capital environment [10:23] Lessons from India's past [11:26] What defines resilient companies [12:07] Building portfolios for a changing environment Stay informed with perspectives from Spark Capital. #SparkCapital #CIOConversations #IndianEquities #GlobalMarkets