Ep 041 - Global and India Roundup - Tighter Financial Conditions

In this episode, we discuss tighter global financial conditions amid already high interest rates, rate hikes by advanced economy central banks, the impact of AI, and evolving geopolitical developments. We also examine India’s domestic inflation outlook and why these factors may call for RBI policy normalisation sooner rather than later.

Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on these important global and domestic macro developments.