Mukul Kochhar, Head of Institutional Equities at Investec Capital Services, believes that India's current account problem is on track to being fixed, which will result in a stable rupee, better liquidity, and the ability of RBI)to reduce rates. He also thinks that global monetary tightening is at its peak, implying an exceptionally helpful macro backdrop. He advises people to start buying for a positive macro backdrop six months from now, despite not knowing if the bottom has been reached.