Low Inflation. Weak Rupee. Falling Stocks. What's REALLY Going On?
Jan 28, 2026 ยท 1h 37m
Topics discussed
Intro: Rupee, inflation, and GDP concerns
Inflation reality vs. headline numbers
Personal inflation experiences and price stickiness
Rupee depreciation and RBI intervention
GDP calculation methods and data discrepancies
India's manufacturing gap and import reliance
Stock market trends and sector rotation
SEBI new rules: TER and brokerage limits
Deep dive into mutual fund expense structures
Impact on distributors, AMCs, and investors
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