
The Core Report #740 Markets Predictably Struggle To Hold Highs
Dec 1, 2025
Join Ajay Kedia, a commodity expert, as he explores why silver prices are soaring due to heightened demand and central bank purchases. Akhilesh Tuteja discusses the complexities of adapting to new data protection rules, emphasizing the need for cultural shifts in organizations. Meanwhile, Venkat Mangudi highlights the compliance challenges for MSMEs and offers practical advice for data retention. The conversation wraps up with a winter health outlook—setting the stage for a season of change.
AI Snips
Chapters
Transcript
Episode notes
Highs Trigger Predictable Selling
- Market highs often trigger selling and short-term pullbacks before stabilizing for future rises.
- Govindraj Ethiraj notes that Sensex and Nifty hit records but fell, showing predictable seller behavior at peaks.
Rupee Weakness Linked To Trade Uncertainty
- The rupee weakened near 90 to the dollar amid trade-deal uncertainty and global pressures.
- Despite strong GDP, currency and trade tensions are creating bearish pressure on the rupee.
IIP Slows To 14-Month Low
- India's Index of Industrial Production slowed sharply to 0.4% in October, the weakest in 14 months.
- Manufacturing, mining and electricity contracted, with exports and fewer working days cited as causes.
