The global monetary tightening cycle has ended. The developed market central banks are sounding dovish even as growth holds up leading to a scenario of a soft landing. Indian growth is holding up pretty strong. 

The core Inflation at multiyear lows gives RBI room to cut rates later this year. In this podcast, Ankit Jain chats with Puneet Pal, Head – Fixed Income, PGIM India Mutual Fund, about the interest rate trajectory in India and globally, how central banks are fighting inflation and how investors should position their portfolio at this juncture.