Anil Rego on the Year-Long Market Cycle

On Episode 731 of The Core Report, financial journalist Govindraj Ethiraj talks to Anil Rego, Co-founder and Fund Manager at Right Horizons PMS as well as Pawan Bachwal, Vice President, Head of Financial Services at Ericsson.

SHOW NOTES

(00:00) Stories of the Day

(00:50) A 14-month wait is coming to an end as markets inch close to all time highs

(03:22) Wall Street is back on buy AI stocks mode after Nvidia results

(04:31) RBI governor says demand for USD is responsible for a weak rupee 

(16:34) How Ericsson is powering India’s fintech play at scale

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