Could See Short-Term Rally in India, Says ANZ’s Mathur

The video discusses the impact of elections on emerging market assets, with a focus on India. It highlights the importance of the election outcome, particularly the margin of victory, in shaping fiscal policy. The discussion also covers asset prices in the context of Modi's potential re-election, noting a likely short-term rally followed by challenges such as job creation and managing oil prices. Modi's first term is evaluated, with achievements like GST and debt recovery contrasted against liabilities like demonetization and lack of job creation.

What developments were highlighted as important for the asset side during Narendra Modi's first term?

How would you evaluate the overall scorecard of Narendra Modi's first term based on the discussed liabilities?