#958 Why Markets Are Bracing For US Sanctions On Iran
Summary
Govindraj Ethiraj covers US sanctions on Iran, China’s peaking oil demand, and India’s weak monsoon. He discusses the "crossover theory" with Alok Agrawal regarding shifting market leaders from IT and banking to manufacturing. The episode also features Dr. Vidya Mahambare on aligning housing subsidies with job locations and analyzes the contraction in India’s aviation sector.
Topics discussed
US sanctions on Iran and impact on India
Market indices drop and IPO surge
Rupee weakness, gold rise, and China's oil peak
Weak monsoon forecast and wheat export ban lift
Crossover theory: Shift from IT/Banking to Manufacturing
Housing policy: Building homes near jobs
Aviation sector contraction and airport expansion
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