The Core Report #731 The 14-Month Wait Is Coming To An End
Nov 20, 2025
Anil Rego, Co-founder of Right Horizons PMS, discusses market cycles and how mid/small caps are gaining traction. He elaborates on the earnings recovery outlook and potential for a significant market breakout. Pawan Bachwal, Ericsson's VP, highlights the company's role in India's fintech and 5G infrastructure. He shares insights on innovative APIs, AI's role in fraud detection, and the impressive growth of India's UPI system, showing how these developments can be replicated globally. Together, they provide a fascinating look into market dynamics and technological advancements.
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Rupee Moves Reflect Dollar Demand
- RBI Governor said the rupee's depreciation is market-driven and due to higher dollar demand.
- He emphasized the central bank does not target any specific rupee level, Govindraj reports.
Demographics Drive Consumer And Wealth Demand
- Demographics and rising incomes drive demand for both value and premium retail and for wealth management.
- Rego highlights large untapped household financial savings and professionally managed assets as growth levers.
Position For A Breakout Burst
- Expect possible breakout rallies that can accelerate quickly when markets breach prior highs.
- Position for a potential ~15% upside over the next six to nine months, Rego advises.