IDFC AM Suyash Choudhary on Indian Bonds, RBI

The video discusses the expected peak of the repo rate in India and its implications on bond supply and fiscal deficit. It highlights the focus on inflation and macro stability over growth, considering the domestic and export sectors. The role of the rupee in monetary policy and inflation management is examined, noting its relative performance against other currencies. Finally, the ongoing issue of bond index inclusion is explored, emphasizing the Government of India's stance and the potential effects on bond yields and RBI's balance sheet.

What is the significance of bond inclusion for offshore investors according to the text?

In what ways does the RBI's balance sheet expansion relate to the influx of offshore investors?