Nomura on India's 2022 Economic Challenges

The video discusses the impact of mild state restrictions on mobility and economic growth, highlighting the potential for increased cases and more stringent measures. It examines the Reserve Bank of India's challenges with inflation and monetary policy, predicting interest rate hikes. The video also addresses rising unemployment and its effects on the economy, particularly in the informal sector. Finally, it outlines expectations for the Indian budget, focusing on capital expenditure and fiscal deficit management.

What are the expected effects of the current restrictions on economic growth in India?

In what ways is the economic impact of the current situation expected to differ from past experiences?

What are the implications of the Reserve Bank of India's monetary policy in light of the current economic situation?

How does the third wave of infections complicate the recovery in the labor market?

What factors are contributing to the elevated fiscal deficit in India?