Kotak Mahindra AM’s Iyer on RBI Outlook (Dec. 3)

The video discusses the shift in focus from the great debate to the liquidity debate in India, highlighting the yield curve trading below the reverse repo rate. It examines the impact of food prices and a good monsoon on inflation, suggesting a potential cooling effect. The steep yield curve is analyzed, with a preference for a flattener trade. The video also explores potential unconventional tools from the RBI and the prospects for GDP growth. Finally, it emphasizes the need for reforms and highlights positive economic indicators, such as GST collections, suggesting a recovery phase.

What unconventional tools might the RBI consider in response to current economic conditions?

What role does the monsoon season play in the economic recovery of India?

How have the goods and service tax collections reflected the economic situation in India?