Catch ET NOW’s Gopika Gopakumar in an exclusive conversation with Philipp Lotter & Atsi Sheth of Moody's, where she tries to get a sense of the Moody’s view on India. The word coming in from Moody’s is that India’s recent IIP and CPI data reflects slow demand and they are of the belief that the RBI has no reason to move on rates before June. Another key highlight from this conversation is that according to them, the GDP growth is less dependent on the government's reform process this year, but will be more affected by drought and global growth slowdown. Moody’s also continues to be of the view that the reforms process is likely to be slow & uneven. Among the key positives though, Moody’s does see earnings improving across corporate India, going forward.
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