Could India Benefit from a Global AI-Driven Rotation?

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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