The Core Report #749 Federal Reserve Rate Cuts Cheer Markets
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Dec 11, 2025 Join Vinish Bawa, a PwC India Partner specializing in telecom, as he reveals why global hyperscalers are racing to invest in India's data centers. He discusses the impact of AI and local sovereignty on these moves. Karan Taurani from Elara Capital analyzes the fierce Netflix and Paramount battle for Warner Bros and its implications for India's OTT landscape. As markets respond to Federal Reserve rate cuts, they explore the shifting tides in the media and energy sectors. Don't miss insights on investor dynamics and future trends!
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Policy Decisions With Flawed Data
- The Fed and RBI appear to be cutting rates despite imperfect or misleading data.
- Govindraj Ethiraj warns policymakers may be 'flying blind' without clean, updated economic data.
Rupee Weakness From Trade Uncertainty
- The rupee fell past 90 per dollar driven by corporate dollar demand and stalled trade talks.
- The currency has weakened over 5% in 2025, heightening FX pressure on India.
Gold's Long-Term Outperformance
- Gold outperformed other Indian assets over 20 years, beating equities and real estate.
- Funds India shows gold's compounded annual return in rupees topped equities at 15% versus 13.5% for the Nifty TRI.