Kotak Mahindra's Bhardwaj: 25bps India Repo Rate Hike in April

The video discusses the moderation in GDP growth for the December quarter, highlighting the impact of a strong base effect in the first half of the financial year. Despite strong sequential momentum, the fading base effect is causing a slowdown. The services sector is expected to outperform, while the RBI focuses on inflation, anticipating a repo rate hike. Economic indicators show resilience, but challenges like global slowdown and borrowing costs persist. Government capital spending is seen as a key growth driver, with infrastructure plans potentially boosting employment.

What are the potential headwinds for consumption going into the next year?

How might government capital spending impact overall economic growth?

What is the significance of the ₹10 trillion infrastructure plan in relation to job creation?