How Much of New Cement Capacity Is Greenfield Versus Replacement?

On Episode 728 of The Core Report, financial journalist Govindraj Ethiraj talks to Anand Kulkarni, Director at CRISIL Ratings.

SHOW NOTES

(00:00) Stories of the Day

(00:50) Valuation guru says he wants to move his money into cash and collectibles

(05:03) India’s mid cap index hits record high

(06:23) The green shoots in Agri export exemptions in the US

(07:18) Gold imports jump and drive up trade deficits but there is some good news too

(09:17) India is going on a cement expansion spree and rural India is powering it

(18:23) Feedback

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