Nomura Sees RBI Policy Normalization Towards Year-End

The video discusses producer price inflation in Asia, focusing on China and India, and its limited pass-through to consumers due to weak consumption. It highlights India's unexpected consumer inflation rise and the challenges policymakers face due to supply-side issues and lockdowns. The discussion shifts to Indonesia, where currency strength and external risks influence monetary policy. Finally, the Bank of Japan's policy stance is examined, with expectations of minimal changes and potential extensions of pandemic support measures.

What factors are contributing to the high producer price inflation in the Asia Pacific region?

How has the pace of vaccinations in Asia affected consumption patterns?

What are the implications of the recent consumer inflation print in India?

How do supply-side input cost pressures affect inflation in India?

Discuss the challenges faced by policymakers in Indonesia regarding inflation and currency strength.

What are the potential outcomes of the upcoming Bank Indonesia meeting?

What is the expected impact of the Bank of Japan's current policy stance on market functioning?