ETMarkets Fund Manager Talk: Tax amendments unlikely to impact participation in debt funds: Deepak Agrawal, Kotak AMC

Based on the latest inflation print, average inflation for FY24 is expected to be lower than RBI’s FY24 forecast of 5.20%. At 6.5% repo, the real rate based on 1-year forward inflation is upward of 130 bps. Hence, the case for a long pause on repo rate at 6.5% has strengthened.

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