India’s union fiscal consolidates, the RBI cuts rates, and takes liquidity measures, but the US dollar remains a key variable. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses India’s recent policy decisions, the drivers behind USD movements, and the constraints they impose.

India’s union fiscal consolidates, the RBI cuts rates, and takes liquidity measures, but the US dollar remains a key variable. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses India’s recent policy decisions, the drivers behind USD movements, and the constraints they impose.

India’s union fiscal consolidates, the RBI cuts rates, and takes liquidity measures, but the US dollar remains a key variable. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses India’s recent policy decisions, the drivers behind USD movements, and the constraints they impose.

Ep 022 - Domestic Policy within Dollar Constraints

The ‘Let’s Talk macro’ podcast channel is a learning-driven initiative of the IDFC AMC Fixed Income Fund Management team in collaboration with the Learning and Development Team.

The podcast channel focuses on global and domestic macroeconomic developments, relevant data, and concepts, coupled with inferences and implications.

The podcast is available on more than 40 podcast platforms such as the IDFC YouTube channel, Spotify, Amazon Music, Google Podcast, Tune IN and so on.

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The ‘Let’s Talk macro’ podcast channel is a learning-driven initiative of the IDFC AMC Fixed Income Fund Management team in collaboration with the Learning and Development Team. The podcast channel focuses on global and domestic macroeconomic developments, relevant data, and concepts, coupled with inferences and implications. The podcast is available on more than 40 podcast platforms such as the IDFC YouTube channel, Spotify, Amazon Music, Google Podcast, Tune IN and so on.

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Ep 022 - Domestic Policy within Dollar Constraints

Ep 022 - Domestic Policy within Dollar Constraints