Nomura's Varma Says RBI to Stay on Hold in 2017

The video discusses China's One Belt One Road initiative and its implications for India, focusing on political and economic considerations. It examines India's market reactions post-elections, highlighting political stability and infrastructure spending. The Reserve Bank of India's concerns about inflation and monetary policy are analyzed, considering factors like demonetization and core inflation. The potential short-term disruptions and long-term benefits of India's GST implementation are also explored.

What are the political reasons for Mr. Modi's decision to stay away from the One Belt One Road initiative?

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How does the current economic situation in India relate to the infrastructure spending programs?

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What factors contributed to the recent frenzy in the Indian stock market?

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In what ways do political stability and infrastructure development influence each other in India?

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What are the implications of the Reserve Bank of India's inflation target on its monetary policy?

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How might the implementation of GST affect consumer behavior in the short term?

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What are the expected long-term benefits of the GST despite short-term disruptions?

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