The Macro Strategist says (https://www.marketwatch.com/story/the-30-trillion-treasury-market-is-facing-a-painful-reckoning-how-rising-yields-could-squeeze-your-portfolio-8fa9edd8?mod=mw_rss_topstories) creates opportunity in financials. I read it differently: when a mega-bank deploys $1.9B in fresh capital to buy into India's NBFC market (instead of buying back stock or deploying at home), that's a *liquidity crunch signal*, not confidence.

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