#311 The Markets Jump 3%

06/05/24 • 30 min

On Episode 311 of The Core Report, financial journalist Govindraj Ethiraj talks to Nitin Gupta, senior research analyst at Emkay Global Financial Services, Jigar Pandit, head of commodities at Sharekhan by BNP Paribas as well as Puja Mehra, economic journalist and author.

SHOW NOTES

(00:00) Stories Of The Day
(02:55) The markets jump 3% as the NDA government gets set to rule for another term. Markets set to stabilise further
(06:56) Shifting themes within the markets: why consumer goods stocks are doing well even as capital goods stocks slide
(15:31) Gold and silver are edging up again, where do they stand at times like this?
(20:47) The major economic imperatives for India and a new Government, looking back, looking forward
(28:04) Delhi’s Hindon Airport gets more airlines including the first major one

For more of our coverage check out thecore.in

Check out Puja Mehra's book The Lost Decade (2008-18): How India's Growth Story Devolved into Growth Without a Story

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SHOW NOTES

(00:00) Stories Of The Day
(02:55) The markets jump 3% as the NDA government gets set to rule for another term. Markets set to stabilise further
(06:56) Shifting themes within the markets: why consumer goods stocks are doing well even as capital goods stocks slide
(15:31) Gold and silver are edging up again, where do they stand at times like this?
(20:47) The major economic imperatives for India and a new Government, looking back, looking forward
(28:04) Delhi’s Hindon Airport gets more airlines including the first major one

For more of our coverage check out thecore.in

Check out Puja Mehra's book The Lost Decade (2008-18): How India's Growth Story Devolved into Growth Without a Story

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter

Previous Episode

#310 The Stock Markets Fall Close To 6%

On Episode 310 of The Core Report, financial journalist Govindraj Ethiraj talks to Deven Choksey, managing director of DRChoksey FinServ, Dipen Mehta, founder director at Elixir Equities as well as Viktor Katona, lead crude analyst at Vienna based energy intelligence firm Kpler.

SHOW NOTES

(00:00) Stories Of The Day
(02:36) The stock markets fall close to 6% as BJP is forced into a coalition to govern
(04:49) Why did the markets fall so much and what stocks led the fall?
(12:22) As markets look beyond Modi stocks, what are the new investment themes going forward?
(22:56) Oil prices are still falling, which is good news for India too. What is driving it and how long could it remain low?

For more of our coverage check out thecore.in

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Next Episode

#312 Markets Regain More Ground

On Episode 312 of The Core Report, financial journalist Govindraj Ethiraj talks to veteran market analyst Ambareesh Baliga as well as Viktor Vanya, director and co-founder of energy analytics company EMA Solutions.

SHOW NOTES

(00:00) Stories Of The Day
(03:43) Markets regain more ground, set to stabilise further.
(12:49) Oil prices edge up after Saudi minister says they might hold back on supply increases
(13:25) Sharp spikes in prices of tomato, potato and onions push up food costs again
(16:09) Demand for LNG is spiking as more gas based power plants start firing up to meet power shortages

For more of our coverage check out thecore.in

Check out Puja Mehra's book The Lost Decade (2008-18): How India's Growth Story Devolved into Growth Without a Story

--Support the Core Report--

Join and Interact anonymously on our whatsapp channel

Subscribe to our Newsletter