The Core Report
Episodes
#938 Why Indian Markets Are Holding Steady
Host Govind Rajaniraj discusses steady Indian markets, the US-Japan yen intervention, and the RBI’s upcoming policy meeting.
#937 Foreign Portfolio Investors Are Inching Back Towards India
#936 Why US Federal Reserve Moves Matter To India
#935 India’s Contrast Between Weak Macros And Strong Micros
Govind Raj analyzes India’s macro-micro economic divergence, IT stock rallies amid global AI sell-offs, and Apple’s strategic AI approach.
#934 Markets Track Oil Prices, Look For Consumption Signs
#933 Markets May Have To Wait Longer For AI Unwind