Turned More Bullish on India, Especially Rupee, SGMC Capital Says

The video discusses the Federal Reserve's plans to continue raising interest rates, with a focus on the macroeconomic implications and potential market reactions. It highlights the challenges faced by the Fed, including presidential discontent and the need to manage inflation and unemployment. The discussion also covers investment strategies in light of these rate changes, emphasizing opportunities in emerging markets, particularly India, due to structural reforms and favorable oil prices.

What factors are contributing to the bullish outlook on India’s economy?

In what way do the recent changes in oil prices affect India's economic outlook?