China Services PMI Remains Strong

The transcript discusses the impact of base effects on trade data, highlighting temporary strengths in exports, particularly in electronics and smartphones, due to seasonal factors like the Chinese New Year. It examines South Korea's export performance and global trade influences, including the 'Trump bump.' The discussion shifts to commodity prices and their limited impact on inflation, with a focus on Asia and the US. Finally, it addresses inflation in India, the RBI's monetary policy, and the effects of demonetization.

Discuss the implications of the RBI's target for inflation and its ability to meet that target.

What role does the disruption from demonetization play in the current economic context?