Could See Short-Term Rally in India, Says ANZ’s Mathur

The video discusses the impact of elections on emerging market assets, with a focus on India. It highlights the importance of the election outcome, particularly the margin of victory, in shaping fiscal policy. The discussion also covers asset prices in the context of Modi's potential re-election, noting a likely short-term rally followed by challenges such as job creation and managing oil prices. Modi's first term is evaluated, with achievements like GST and debt recovery contrasted against liabilities like demonetization and lack of job creation.

What is considered crucial in determining the fiscal policy direction in India post-elections?

• The number of seats in opposition

• The margin of victory

• The number of parties contesting

• The voter turnout

What is the expected immediate effect on asset prices if Modi wins the election?

• A long-term rally

• No change in asset prices

• A short-term rally

• A decline in asset prices

Which of the following is NOT mentioned as a long-term challenge for India?

• Increasing foreign investments

• Managing oil prices

• Agrarian crisis

• Job creation

Which development is highlighted as a positive achievement during Modi's first term?

• Reduction in poverty

• Increased foreign aid

• GST implementation

• Demonetization

What score out of 10 is given to Modi's first term according to the report card?

• 6

• 5

• 8

• 7