Rahul Singh Senior Fund Manager - Fixed Income LIC Mutual Fund Asset Management Ltd.
How do you read the current hike in interest rate by BOE and SNB? Can we see inflation once again spiking ahead for India or will it take a different path from the developed markets?
DM central banks are poised to tighten policy, especially in the UK and Euro-zone on account of inflation not coming to the expected levels. Risk-aversion driven by recession fears could ensure that yields trade on the softer side. Shorter-end yields might not fall sharply, thus ensuring that the yield curve remains inverted. The USD-supportive environment should remain in place driven by global recession fears, although there could be considerable divergence in its performance. I believe that in India inflation may remain within 4-6 per cent which is the comfort level of the central bank. However, there could be risks emanating due to spill-over of aggressive policy actions globally as well as an uptick in the global commodity prices.
How do you see the monsoon and El Nino impacting the trajectory of inflation going ahead?
Bu hikaye Dalal Street Investment Journal dergisinin July 17, 2023 sayısından alınmıştır.
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Bu hikaye Dalal Street Investment Journal dergisinin July 17, 2023 sayısından alınmıştır.
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