

#628 Markets Look For Cues Even Amid Fresh Tariff Threats
On Episode 628 of The Core Report, financial journalist Govindraj Ethiraj talks to Vijai Mantri, Co-Founder & Chief Investment Strategist at JRL Money as well as Vibhuti Garg, Director – South Asia at Institute for Energy Economics and Financial Analysis (IEEFA).
SHOW NOTES
(00:00) Stories of the Day
(01:00) Markets look for cues even as Trump announces fresh tariff threats
(05:30) Mining and metals giant Vedanta faces an Hindenberg moment with short seller Viceroy
(06:51) Why and how India’s market regulators have to disincentivse derivatives trading
(16:25) Monsoon data is looking good, as is the cropping and agriculture patterns
(17:26) Demand for education loans drop as visas get tighter
(19:42) India’s energy demand has dropped for first time since 2020 and renewable energy including nuclear see big production spikes
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