Polls\, while noisy\, can have little relevance: Julius Baer\'s Mark Matthews

Polls, while noisy, can have little relevance: Julius Baer's Mark Matthews

The key thing to watch now will be the direction of the monetary policy action

Puneet Wadhwa 

It was an eventful week for the markets as they coped with the sudden resignation of the governor of the Reserve Bank of India (RBI) and the outcome of the Assembly elections in five states. Mark Matthews, managing director, head of research for Asia at Julius Baer, tells Puneet Wadhwa that he remains underweight on India.

The key thing to watch now will be the direction of the monetary policy action, he says. Edited excerpts: How are you viewing the outcome of state polls and the sudden change of guard at the Reserve Bank of India (RBI)? The state poll outcome is in line with ...

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First Published: Sun, December 16 2018. 20:32 IST