The Core Report #830 The Markets Recover on Tuesday
Mar 24, 2026
Vivek Kaul, author and financial columnist who parses market behavior and young investor trends. Capt. Shiv Samrat Kapur, managing director and former mariner with expertise in LPG shipping and Strait of Hormuz navigation. They discuss market swings and crude-driven volatility. They map LPG import drops, ship movements through the Strait, logistics bottlenecks and how Gen Z was swept into markets by apps and narratives.
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Markets React Faster To Oil Than Promises
- Geopolitical signalling briefly calmed markets but oil price spikes erased the relief by US market open.
- Govindraj Ethiraj links a five-day US peace offer and subsequent skepticism to crude rebounding and renewed market jitters.
FDI Reversals Signal Capital Caution
- Net FDI into India contracted for the fifth consecutive month as inflows fell and outflows nearly doubled.
- January 2026 inflows were $5.7 billion while outflows rose to $2.1 billion, with 75% going to US, Singapore, UK and UAE.
How India Evacuated Stranded LPG Ships
- Shiv Samrat Kapur explains there are no fresh LPG loadings in the Middle East Gulf and only previously loaded ships are now transiting.
- He credits Indian government-neutral diplomacy and 23–25 time‑chartered Indian ships for enabling evacuations and avoiding a dryout.