The Core Report #742 Markets Hesitate And Slide
Dec 3, 2025
Indrani Bagchi, a columnist and CEO at Ananta Aspen Centre, shares insights on India's diplomatic position, particularly regarding Putin's visit and the implications for India-Russia trade relations. Venkata Satish Guttula, an independent cybersecurity consultant, discusses the controversial Sanchar Sathi app aimed at combating cybercrime. He highlights its limitations against international scams and suggests better user awareness strategies. Together, they navigate the intersections of geopolitics, trade, and cybersecurity.
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Rupee Depreciation Masks External Vulnerability
- A depreciating rupee acts as a shock absorber for exporters by improving price competitiveness abroad.
- Govindraj Ethiraj warns the currency fall signals weaker global investor interest despite strong domestic macro data.
Markets React To Currency Weakness
- Indian equity benchmarks slipped as the rupee hit historic lows and investor flows slowed.
- The rupee's six-session decline made it Asia's worst-performing currency year-to-date.
Putin Visit Highlights Energy And Geopolitics
- Vladimir Putin's visit focuses attention on defence and energy ties and India's independent geopolitical path.
- Russia aims to boost trade and rupee/ruble settlement but India faces practical barriers breaking into Russian consumer markets.