Here's your summary from HSBC Sees a Lot of Policy Continuity in India Under Modi (https://www.youtube.com/watch?v=WkwMAlYYVd8) on the Bloomberg Television channel:

**TLDR:** HSBC predicts policy continuity in India under Modi, with reforms like public CapEx and welfare spending likely to continue.

1. HSBC expects a lot of policy continuity in India under Modi, with reforms like public CapEx and focus on macro stability likely to continue.

2. Coalition partners are not expected to derail key reforms championed by Modi, such as bringing down fiscal deficit and ensuring inflation stays at 4% target.

3. The government is in a good position with higher RBI dividends and tax buoyancy, allowing for increased welfare spending without risking fiscal profligacy.

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