Mahesh Patil on Indian macros and the recent market trends
Zerodha Educate
The Risks for Growth in India
The risk for this growth could come in terms of say, for example, the monetary policy and on the fiscal side, right? So the monetary policy is tighter than you could see that impacting availability of physical consumption. And if interest rates go up because of a tighter monetary policy, then that could impact the consumption at the margin. Oil prices going up sharply would clearly be a damper hereBecause that will not only raise inflation, which poses risk for interest rates to go up, but also leaves little room for the government for them to invest into the infrastructure.
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