'Quite Bullish' on Long Duration Indian Bonds: Nuvama

The video discusses the Reserve Bank of India's monetary policy, focusing on recent rate hikes and their impact on the market. It analyzes the current market conditions, investor sentiment, and the potential end of the rate hike cycle. The discussion includes the economic outlook for India, contrasting it with the US, and addresses inflation concerns and market valuations. The video concludes with insights into the fixed income market and the implications of the RBI's actions.

What has been the RBI's approach to interest rates since the pandemic began?

• They have increased rates by over 300 basis points.

• They have kept rates unchanged.

• They have increased rates by over 150 basis points.

• They have decreased rates by over 150 basis points.

What is the current state of the yield curve according to the discussion?

• The curve is steepening.

• The curve is inverted.

• The curve is flattening.

• The curve is unchanged.

How do duration portfolios typically perform when the RBI pauses rate hikes?

• They remain unchanged.

• They perform worse.

• They perform better.

• They become more volatile.

What was the recent inflation print that exceeded the RBI's comfort zone?

• 4.5%

• 7.5%

• 6.5%

• 5.5%

How has the market reacted to the potential 25 basis points rate hike?

• The market is uncertain about it.

• The market has fully priced it in.

• The market has not priced it in.

• The market has partially priced it in.