The Core Report

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#317 Fresh Bull Case For India From Morgan Stanley

/ 31:12/E317
On Episode 317 of The Core Report, financial journalist Govindraj Ethiraj talks to author and veteran economic journalist, Shankkar Aiyar.

SHOW NOTES
  • (00:00) Stories Of The Day
  • (07:24) Fresh bull case for India from Morgan Stanley
  • (10:43) Why Wall Street is feeling nervous
  • (13:22) Hyundai files for mega India IPO, why this is more than just an IPO story
  • (16:05) Solving for India’s jobs and manufacturing gaps: New ideas and triggers
  • (26:17) Panama Canal to start allowing more ships even as Suez sees pressure
  • (29:31) Bubble gum sales last peaked in 2011, can Mars Wrigley change habits?
#317 Fresh Bull Case For India From Morgan Stanley

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