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The Core Report - #434 The Markets Are Now Down 10% From Their Peak

#434 The Markets Are Now Down 10% From Their Peak

11/13/24 • 29 min

The Core Report

On Episode 434 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Trivedi, Co-Founder & Managing Partner at Nepean Capital as well as Garima Kapoor, Economist And Executive Vice President at Elara Securities

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) The markets are now down 10% from their peak
  • (04:25) Oil at 45 and what that means
  • (06:21) Foreign institutional investors are not the only ones selling heavily. What is driving the selling and could it turn?
  • (16:41) Decoding India’s multiple economic headwinds; slowest Government spending in several years and potential trade shocks in a Trump presidency

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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On Episode 434 of The Core Report, financial journalist Govindraj Ethiraj talks to Gautam Trivedi, Co-Founder & Managing Partner at Nepean Capital as well as Garima Kapoor, Economist And Executive Vice President at Elara Securities

SHOW NOTES

  • (00:00) Stories Of The Day
  • (01:00) The markets are now down 10% from their peak
  • (04:25) Oil at 45 and what that means
  • (06:21) Foreign institutional investors are not the only ones selling heavily. What is driving the selling and could it turn?
  • (16:41) Decoding India’s multiple economic headwinds; slowest Government spending in several years and potential trade shocks in a Trump presidency

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] for sponsorships and brand studio requirements

For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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undefined - #433 Markets Flounder Again

#433 Markets Flounder Again

On Episode 433 of The Core Report, financial journalist Govindraj Ethiraj talks to Vivek Kumar, Economist at QuantEco Research.

SHOW NOTES

  • (00:00) The Take: MTNL, Time To Pull The Plug
  • (05:00) Markets flounder again
  • (06:13) Wall Street balances on record highs
  • (07:49) Oil prices fall on lower demand expectations
  • (10:04) Inflation hits 14-month high of 6.21%
  • (18:51) Hyundai results come a cropper

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] for sponsorships and brand studio requirements

For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Next Episode

undefined - #435 Trump's Trade Policies and Impact on India-US Ties with Dr Mukesh Aghi

#435 Trump's Trade Policies and Impact on India-US Ties with Dr Mukesh Aghi

In this episode of The Core Report: Weekend Edition, host Govindraj Ethiraj chats with Dr Mukesh Aghi, President and CEO of the US-India Strategic Partnership Forum, to discuss the implications of President Trump's trade policies for India-US relations.
Together, they explore some timely issues:

🇺🇸🇨🇳 Trump has threatened 60% tariffs on China and 20% on the rest of the world, and how that could impact companies like Tesla with major China operations.
💼 Reforms to the H-1B visa program, including faster green cards for holders and easier stays for STEM graduates, to retain global talent.
🇮🇳 India's skilled workforce becoming increasingly critical globally, especially in emerging tech like AI and quantum computing.
🤝 The strong strategic India-US partnership, driven by the influential Indian-American community makes up 1.5% of the US population but 6% of GDP.

Can the Trump administration's protectionist policies ultimately benefit Indian professionals? Should India expect ‘special treatment’ under Trump 2.0? Explore this and much more.

⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to [email protected] for sponsorships and brand studio requirements.

For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠

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