The Core Report #730 Indian Markets In Sniffing Distance Of All-Time Highs Again
Nov 19, 2025
In this engaging discussion, Pawan Kumar, President of the Seafood Exporters Association of India, reveals how exporters are tackling tariffs and seeking government support amid dynamic market conditions. Soumya Mohanty and Graham Staplehurst from Kantar dive into the intriguing methodology behind brand valuation, highlighting the $523 billion worth of India's top brands. They explore how experience shapes brand loyalty more than advertising, and the shifting landscape in brand categories, including notable new entries. A must-listen for market enthusiasts!
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Markets Near Lifetime Highs
- Indian benchmark indices are within 1% of their all-time highs, signalling strong market momentum.
- Analysts link the rally to festive consumption, stabilizing earnings, and renewed foreign investor appetite.
Deepwater Exploration Push
- Oil India signed a strategic collaboration with Total Energies to explore deep and ultra-deep water offshore basins.
- Finding domestic hydrocarbon reserves aims to reduce India's heavy dependence on imports for oil and gas.
Exporters' Reaction To US Tariff Shock
- Pawan Kumar described the shock after the US doubled tariffs, forcing exporters to rush shipments and see steep export drops.
- The Seafood Exporters Association urged members not to cut raw material prices, stop buying, or race to underprice other markets.