The Core Report #528 The US is Headed Into Recession and India Into Recovery
On Episode 528 of The Core Report, financial journalist Govindraj Ethiraj talks to Arvind Chari, Chief Investment Officer (CIO) at Q India UK (affiliate of Quantum Advisors India) as well as Vikash Agarwalla, Managing Director and Partner at Boston Consulting Group (BCG).
SHOW NOTES
(00:00) Stories of the Day
(01:00) The US is headed into recession and India into recovery
(03:36) Why India stands to pull in more FII flows
(14:21) Inflation could go below 4%
(17:27) Oil prices continue to hold around $70
(17:58) Don’t ask for Tax Cuts, we will bring down your logistics costs, says India’s transport minister
(20:01) A new pharma research and manufacturing sector is opening up in India and can grow if we get it right
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