Join Manoj Rane in this episode of Market Makers as he speaks with Neeraj Gambhir, Group Executive and Head of Treasury, Markets, and Wholesale Banking Products at Axis Bank. Neeraj shares his deep experience from ICICI to Axis, offering sharp insights on India’s evolving fixed income markets, the RBI’s rate-cutting cycle, rupee management strategy, corporate bond market development, and the future of equity and pension fund allocations.Key Takeaways: ∙How ICICI’s early culture fostered a generation of market leaders ∙Why markets keep underestimating rate-cut cycles ∙RBI’s strategy behind front-loading rate cuts ∙Structural changes keeping inflation low (for now) ∙India’s rupee policy shift toward more volatility ∙Long-term demand for bonds from pensions and insurance ∙FDI repatriations as a sign of market maturity ∙Bullish long-term outlook for Indian equities ∙The reality of India’s corporate bond market depth
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