The Core Report #721 Markets Grapple With High Intensity IPO Demand
Nov 9, 2025
In this engaging conversation, Sheetal Sapale, a pharma intelligence expert at Pharmarack, discusses the soaring sales of Monjaro and seasonal trends in respiratory medicines. Shankkar Aiyar, a veteran economic journalist, delves into the implications of state cash-transfer schemes and their effects on governance and public finance. They explore how these transfers can impact labor mobility, raise costs, and create fiscal strains. The discussion also touches on the shifting dynamics in pharmaceutical sales and consumer inflation trends.
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Trust Determines IPO Market Health
- Trust is a core determinant of market functioning and investor participation in IPOs.
- A breakdown in trust can sharply slow capital raising and damage decades of market confidence.
Concentration Raises Asia Tech Risk
- Asia's tech indexes show heavy concentration in a few chip and AI names, raising systemic risk.
- If the AI or semiconductor boom stumbles, major indices like the Nikkei could plunge quickly.
Consumer Inflation Near Decadal Low
- India's consumer inflation plunged to near-decade lows largely due to falling food prices and a higher base effect.
- Economists also attribute part of the decline to GST cuts implemented in late September.
