On Episode 958 of The Core Report, financial journalist Govindraj Ethiraj talks to Alok Agarwal, Deputy Chief Investment Officer at Alchemy Capital Management. We also feature an excerpt from our episode of How India’s Economy Works featuring Vidya Mahambare, Professor of Economics at the Great Lakes Institute of Management in Chennai.
SHOW NOTES
(00:00) Stories of the Day
(01:00) Why Markets Are Bracing For US Sanctions On Iran
(03:59) Has China Passed Its Peak Demand For Oil Last Year Itself?
(05:48) Will This Year Be The Weakest Monsoon In 20 Years?
(07:11) The Crossover Theory On Yesteryear Stocks
(15:14) The Unintended Consequences Of India's Rural Homes Subsidy
(26:24) India’s Aviation Market Is Contracting Right Now
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