#818 Indian Markets Recover From A Fresh Round Of Hammering
The Core Report
Exports, trade actions and short-term outlook
Ashima discusses export markets, CBAM impacts, potential import sources and a three-to-five week Strait of Hormuz baseline.
On Episode 818 of The Core Report, financial journalist Govindraj Ethiraj talks to Ashima Tyagi, Economics Associate Director, Pricing & Purchasing at S&P Global Market Intelligence as well as Amit Pabari, Managing Director at CR Forex. We also feature an excerpt from our Weekend Edition conversation with Chintan Haria, Principal Investment Strategist at ICICI Prudential Asset Management Company Limited.
SHOW NOTES
(00:00) Stories of the Day
(00:50) The most severe shock to energy markets since the 1970s
(01:53) Indian markets recover from a fresh round of hammering as oil stabilises
(06:26) Investing strategy in a shifting asset class time
(08:26) Where could the rupee go next ?
(14:13) Analysing demand and supply in India’s steel industry
FULL INTERVIEW with Chintan Haria
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