#821 The Markets are Not Consoled with Promises of More Oil Supplies
The Core Report
Sectors to overweight: metals and chemicals
Ankita recommends metals and chemicals for India to capture the commodity and China-plus-one cycles.
On Episode 821 of The Core Report, financial journalist Govindraj Ethiraj talks to Ankita Pathak, Head – Global Investments at Ionic Asset as well as Indrani Bagchi, CEO at Ananta Aspen Centre.
SHOW NOTES
(00:00) Stories of the Day
(01:00) There is no end in sight to the war as all sides dig in.
(03:27) The markets are not consoled with promises of more oil supplies, globally and in India.
(04:57) Could taking a punt on a depreciating rupee work?
(13:40) Inflation rises in February but March is what we have to wait and watch for.
(14:54) Can India get safe passage for ships going through the Strait of Hormuz and what will it depend on?
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