Kotak Mahindra's Lakshmi Iyer On India's Markets

The video discusses market reactions following the Jackson Hole event, focusing on expected GDP growth due to a low base and vaccine coverage. It examines bond market trends, highlighting US yield inversion and credit growth in India. The impact of crude oil prices and currency fluctuations on the Indian rupee is analyzed. Lastly, challenges in corporate bond issuance due to high borrowing costs are explored.

How have global markets reacted in relation to the news from Jackson Hole?

What factors are contributing to the expected GDP growth in the second quarter?

What are the key drivers for bond yields in India according to the text?

What is the outlook for the Indian rupee based on the current economic conditions?

What impact does the dollar index have on the Indian rupee according to the text?

How does the central bank's stance affect the Indian rupee's fluctuations?

What challenges are companies facing when trying to raise funds through corporate bonds?