On Episode 632 of The Core Report, financial journalist Govindraj Ethiraj talks to Chirag Doshi, Executive Director, LGT Wealth India. We also feature an excerpt from our recent Weekend Edition interview with Sanjeev Prasad, Managing Director & Co- Head at Kotak Institutional Equities.

SHOW NOTES

(00:00) The Take

(03:43) Have markets completely discounted Trump tariffs?

(07:13) India’s direct tax collections fall

(08:34) HUL has a new CEO and the challenges ahead

(16:41) Finding value in the fixed income market

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#632 Have Markets Completely Discounted Trump Tariffs?