#953 Why Indian Markets Are Drifting Down
Summary
Host Gobind Rajatiraj discusses India’s market underperformance, citing lack of AI exposure and high valuations, alongside government incentives for piped natural gas. The episode analyzes volatile global bond yields and their impact on India, featuring insights from Abhishek Bissan of Kotak Mutual Fund. It also covers the steady resilience of US exports despite tariffs and early signs of the India-UK Free Trade Agreement, with commentary from Kishore Jairaman of the UK-India Business Council.
Topics discussed
Intro and Kalyan Jewelers new brand strategy
India markets slump and global investor sentiment
Govt incentives for piped natural gas adoption
Spotify Unlock event on wealth for longer life
Global bond volatility and impact on India
US Treasury ramps up long-dated debt buybacks
US remains top export market despite tariffs
Early signs of India-UK Free Trade Agreement
Moderna-Merck mRNA cancer vaccine success
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