StanChart WM's Narayan on India Bonds

The video discusses the potential inclusion of Indian bonds in major indices, highlighting tax policy issues and settlement challenges. It explores investor optimism due to changes like the fully accessible route and India's economic resilience against a strong USD. The impact of bond index inclusion on foreign investment is analyzed, with expectations of significant inflows. The video concludes with a discussion on RBI's rate hike expectations, considering global pressures and domestic inflation concerns.

How does the current position of India regarding FX reserves compare to its position in 2013?

What factors contribute to the current account deficit in India, and how is it expected to change in the near future?

What is the expected impact of the RBI's rate hiking cycle on the Indian economy and its assets?