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ASSOCHAM & EGROW 23rd SMPC on Aug 1, 2022

Recording of the Event
Key Takeaways
  • Growth has been impacted by Russia-Ukraine war
  • Post Covid supply chain disruptions may last longer than current year.
  • Real Interest Rate differentials with the USA need to be taken into account
  • Foreign Exchange Intervention may not help in support of the rupee
  • Policy Rate hikes in the USA are being reconsidered
  • US recession can reduce India’s growth by 100 bps
  • Too much global uncertainty, which can result in USD getting further strong
Recommendation and Detailed Views of EGROW Shadow MPC

Board of Directors

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