Kotak Mahindra AM’s Iyer on RBI Outlook (Dec. 3)

The video discusses the shift in focus from the great debate to the liquidity debate in India, highlighting the yield curve trading below the reverse repo rate. It examines the impact of food prices and a good monsoon on inflation, suggesting a potential cooling effect. The steep yield curve is analyzed, with a preference for a flattener trade. The video also explores potential unconventional tools from the RBI and the prospects for GDP growth. Finally, it emphasizes the need for reforms and highlights positive economic indicators, such as GST collections, suggesting a recovery phase.

What has the focus shifted to in the Indian economic debate?

• The inflation debate

• The growth debate

• The liquidity debate

• The great debate

What has been a major driver of inflation in India?

• Food prices

• Technology prices

• Fuel prices

• Gold prices

What is the current state of the yield curve in India?

• Flat

• Steep

• Inverted

• Neutral

What strategy is suggested for the current yield curve situation?

• Steepener trade

• Flattener trade

• Inverter trade

• Neutral trade

What is the RBI's stance on using unconventional tools currently?

• Already using them

• Likely to use them

• Unlikely to use them

• No comment on them

What has been the trend in GST collections in India?

• Decreasing

• Stable

• Fluctuating

• Increasing

What is the expected impact of the positive monsoon season on the economy?

• Negative impact

• No impact

• Positive impact

• Uncertain impact