Goldman Sachs recommends investors consider India’s 30-year government bonds, citing improving conditions for long-dated securities. The bank links its view to easing inflation expectations and a softer outlook for key macro factors. It points to lower oil prices as reducing pressures on India’s inflation outlook and helping limit fiscal risks. The recommendation also factors in a more contained impact from geopolitical stress in the region, including concerns tied to an Iran-related conflict, which markets had been monitoring for potential effects on energy prices. Across the two reports, the common rationale is that the combined effect of declining inflation expectations, reduced oil-price sensitivity, and lower perceived fiscal downside improves the prospects for India’s longest-maturity government debt. The sources describe the call as focused on 30-year bonds specifically, while framing the broader improvement in the environment for long-dated government securities rather than a change limited to short-term rates.