The Core Report #317 Fresh Bull Case For India From Morgan Stanley
Jun 16, 2024
31:11
On Episode 317 of The Core Report, financial journalist Govindraj Ethiraj talks to author and veteran economic journalist, Shankkar Aiyar.
SHOW NOTES
- (00:00) Stories Of The Day
- (07:24) Fresh bull case for India from Morgan Stanley
- (10:43) Why Wall Street is feeling nervous
- (13:22) Hyundai files for mega India IPO, why this is more than just an IPO story
- (16:05) Solving for India’s jobs and manufacturing gaps: New ideas and triggers
- (26:17) Panama Canal to start allowing more ships even as Suez sees pressure
- (29:31) Bubble gum sales last peaked in 2011, can Mars Wrigley change habits?
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