Treasury storm may hit Indonesia and India bonds less than others

JAKARTA/NEW DELHI, Oct 2 (Bloomberg): Sovereign bonds from India and Indonesia are seen better placed to weather the impact of rising US yields thanks to their wider rate differential over Treasuries.

Bonds from the two countries are already leading gains in emerging Asia this quarter, offering 3%-5% returns to dollar-based investors. In comparison, lower-yielding bonds from Thailand and South Korea have handed losses of between 4.5-5%.