The Core Report #473 Markets Were Down Last Week, 2025 Will Be Muted
On Episode 473 of The Core Report, financial journalist Govindraj Ethiraj talks to Jay Kothari, Senior Vice President, Global Head International Business and Lead Investment Strategist at DSP Mutual Fund.
SHOW NOTES
(00:00) The Take (07:14) Markets were down last week, 2025 will be muted. (09:25) CLSA dumps HDFC Bank from portfolio, focusses on Tata Motors and NTPC, among others. (12:12) Crude oil prices hit a 2 month high. (13:47) Foreign investors bought barely half a billion dollars net last year but not all FIIs are the same and some are more faithful than the others. (24:42) Forex reserves down $13 billion in three weeks to $640 billion. (25:48) After Ford, its time for pizza maker Papa John to return to India
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