The Core Report | #062 Markets Have Fallen 1200 Points In Two Days

#062 Markets Have Fallen 1200 Points In Two Days

August 4, 2023 / 28:25/E62

On today’s episode, financial journalist Govindraj Ethiraj talks to Pankaj Mohindroo, Chairman of the Indian Cellular and Electronics Association as well as Vinod Kaul, Executive Driector of Indian Rice Exporters Association.

SHOW NOTES

[01:09] Markets Have Fallen 1,200 points in two days but worry not, a spate of bullish India reports from global institutions could alleviate the pain if not turn things around.
[02:24] Government places restrictions on imports of laptops, tablets and personal computers. What does it mean?
[09:45] A ban on rice exports are now hurting countries everywhere. And it seems to be hurting India too.
[19:21] A 3-week drought of bullish reports ends, another solidly bullish India report from a global investment bank, Morgan Stanley and S&P Global forecasts good times.
[23:33] Construction could employ 100 million Indians in 7 years.
[24:28] Arvind Panagariya, former NITI Ayog Vice Chairman Comes Out Strongly Against Those Questioning Role of Exports As A Growth Driver for India

#062 Markets Have Fallen 1200 Points In Two Days

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