We Are Underweight Indian Equities, Rupee, Says Credit Suisse's Woods

The video discusses the current market positioning in India, highlighting a cautious approach with underweight equities and INR. It explores global tensions between governments and central banks, using Turkey and the US as examples. The impact of central bank credibility on emerging markets is examined, with a focus on India's resilience and the importance of central bank independence. The discussion emphasizes the need for appropriate monetary policy actions to maintain market credibility.

What role does the credibility of the Central Bank play in the context of emerging markets?

In what ways has the market in India positioned itself to handle economic volatilities?