IDFC AM Suyash Choudhary on Indian Bonds, RBI

The video discusses the expected peak of the repo rate in India and its implications on bond supply and fiscal deficit. It highlights the focus on inflation and macro stability over growth, considering the domestic and export sectors. The role of the rupee in monetary policy and inflation management is examined, noting its relative performance against other currencies. Finally, the ongoing issue of bond index inclusion is explored, emphasizing the Government of India's stance and the potential effects on bond yields and RBI's balance sheet.

What is the expected peak range for the repo rate in India?

• 5.75 to 5.85

• 6.15 to 6.25

• 6.50 to 6.60

• 6.75 to 6.85

Why does the government of India plan to be slow in consolidating its fiscal deficit?

• To increase foreign investments

• Because of the private sector's recent return to investing

• To reduce public debt

• Due to high inflation rates

What is the RBI's current focus according to the transcript?

• Export sector growth

• Inflation and macro stability

• Currency exchange rates

• Growth and employment

How has India's fiscal and monetary stimulus been characterized over the last two years?

• Aggressive and expansive

• Excessive and inflationary

• Measured and conservative

• Minimal and ineffective

What is the main concern regarding the rupee in the context of monetary policy?

• Managing inflation risk from a weaker rupee

• Stability against the Euro

• Its effect on foreign direct investment

• Its impact on export competitiveness