In TrendsStock MarketStocks to WatchLPG PriceflydubaiNifty OutlookGold and Silver Prices TodayOil PricesBond market repricing could start to matter; AI capex key factor to watch out for equities: Neeraj SethNeeraj Seth, Founder and CIO, 3R Investment Management discusses bond market repricing, Fed rate hikes, fixed income opportunities and the impact of slowing artificial intelligence (AI) capex on equities.By Reema Tendulkar October 1, 2026, 12:43:00 PM IST (Published)The bond market is repricing for higher nominal growth and potential Fed rate hikes in the coming quarters, Neeraj Seth, Founder and CIO, 3R Investment Management, said. While financial conditions in the US are not yet very tight, Seth sees fixed income becoming attractive for long-term investors.For equities, Seth says the key factor to watch is when the slowdown in artificial intelligence (AI) capital expenditure becomes more meaningful. While overall AI spending is expected to continue, tighter financing conditions and growing political pushback around data centre implementation could affect the pace of spending, he says.This is an edited transcript of the interview.Q: What is your understanding of what's happening in the bond markets and where it's headed, and the implications?A: Obviously, what you’re seeing is a repricing in the bond market, and it's across the…
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