The Core Report #539 The Stockmarkets Pull Back Their Entire 2025 Losses
On Episode 539 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist and Executive Vice President at Elara Securities (India) as well as Anindya Banerjee, Head of Research for Forex and Interest Rates at Kotak Securities.
SHOW NOTES
(00:00) Stories of the Day
(01:08) The stockmarkets pull back their entire 2025 losses
(04:43) The Rupee gains for ninth session, recovers 2025 losses
(05:49) Understanding the dramatic turnaround in the Rupee, the best performing Asian currency this month
(12:23) What is changing in the backdrop to the Indian economy that is changing the outlook as well?
(21:15) Private capital expenditure's share in the overall investments in the economy dipped to a decadal low of 33 per cent in FY24
(23:14) And the one area where the US may not impose tariffs - eggs, which are running out
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