Rupee 'Bull' Only for First Half of 2019, Oxford Economics Says

The video discusses the potential for investing in the Indian government debt market due to expectations of a rate cut by the RBI under its new governor. It highlights concerns about fiscal policy and overspending as elections approach, with Moody's expressing caution. The impact of a potentially weaker BJP government on economic reforms is considered, along with the implications for the rupee, which may be influenced by oil prices and election outcomes.

What are the potential implications of a rate cut by the RBI on the Indian economy?

How might upcoming elections affect fiscal policies in India?

What concerns are raised regarding fiscal consolidation in India?

In what ways could the strength of the BJP influence economic reforms?

What factors could lead to a consolidation of gains for the rupee in the second half of the year?