TD Securities' Kotecha on RBI Policy

The transcript discusses the Reserve Bank of India's (RBI) current policy stance, inflation expectations, and potential rate cuts by the end of the year. It analyzes the Indian market, focusing on bonds, currency, and equities, and highlights the potential for bond market gains despite supply concerns. The discussion extends to global foreign exchange trends, particularly the Korean won and Indonesian rupiah, and the resilience of emerging markets. The impact of China's economic performance on global markets is also evaluated, with a focus on tourism and regional growth in Asia.

What are the key factors that could drive the performance of the Indonesian rupiah in the near future?

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What are the potential benefits of lower U.S. Treasury yields for emerging markets?

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How does the speaker view the impact of China's economy on global emerging markets?

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