Why Mid Caps Are Winning While Markets Stall? | Govindraj Ethiraj | The Core Report скачать в хорошем качестве

Why Mid Caps Are Winning While Markets Stall? | Govindraj Ethiraj | The Core Report

On Episode 725 of The Core Report, financial journalist Govindraj Ethiraj talks to Ramesh S Damani, Member at the Bombay Stock Exchange (BSE) as well as Chirag Doshi, Chief investment Officer-Fixed Income at LGT Wealth India. ____________________________________________ In Partnership With: Markets move fast. Stay ahead with InvestingPro—your all-access pass to 300,000+ instruments, pro tools & real-time alerts. No noise. Just market intelligence. InvestingPro—power your portfolio. Download Now: https://www.investing-referral.com/af... ____________________________________________ SHOW NOTES (00:00) Stories of the Day (01:00) The earnings story sinks in as mid caps race ahead (03:06) Market watchers are predicting an oil glut next year which is good news for India (06:03) What India’s ambitious $5 billion export promotion mission needs to become a reality (08:26) Moody’s says India will grow at 6.5% (09:06) What low inflation levels mean for fixed income in general and specific (16:46) The art of writing letters to shareholders and insights from the world’s greatest investor (31:41) How London luxury home prices are crashing Register for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025 Mid Caps Power Ahead: Mid Caps advance as markets absorb an earnings shift. President Donald Trump ended the longest US government shutdown, restarting food aid, paying federal workers and stabilising air traffic control. Markets had partly priced this in, though Wednesday saw a positive reaction. Hopes of tariff progress lift sentiment. DHL CEO Tobias Mayer said high US tariffs raise production costs and hurt exports, similar to India’s struggle with duties on inputs like synthetic fibre. Analysts including Sanjeev Prasad see early signs of an earnings recovery. The Nifty Midcap 100 is up 6.5% to record highs while the Sensex, Nifty and small caps lag. Thursday ended flat with broader indices down 0.3%. Oil Prices Outlook: Oil eased as forecasts point to surplus. OPEC notes rising US output and the IEA sees a record surplus in 2026. Vanda Insights says the world is already in slight surplus. Brent held near $63 after a sharp fall, with support around $60 as sanctions disrupt Russian flows. The US sanctioned Lukoil to pressure Moscow. Chevron plans to boost oil and gas output through 2030 while supplying power to AI data centres, targeting up to 5 gigawatts. Indian firms like ONGC could follow. A New Export Promotion Scheme: India cleared $5 billion to support exporters under the Export Promotion Mission. GTRI says clearer schemes and faster rollout are needed, as delays leave SMEs exposed to high US tariffs. Support for branding, logistics and compliance will help, though funding is modest. Moody’s Forecast: Moody’s expects India to grow about 6.5% through 2027 driven by infrastructure spending, consumption and diversified exports. Low Inflation: Inflation fell to 0.25% in October, raising hopes for an RBI rate cut. Lower rates and tax cuts may ease export pressure. Chirag Doshi of LGT Wealth says fixed income sentiment will depend on the strength of India Inc’s debt issuances. Letters to Investors: Warren Buffett will stop writing annual shareholder letters but continue Thanksgiving messages. Ramesh S Damani says Buffett’s clarity and discipline remain a global benchmark. London Real Estate: A luxury Chelsea flat sold for about £25 million, nearly half its earlier price. Tax changes affecting wealthy foreign residents have driven steep discounts, with more cuts on £5 million-plus homes. Stay with The Core Report for deeper insights into why mid caps are winning while markets stall and how earnings, inflation, oil prices and global trends shape India’s economy. For more expert conversations with Govindraj Ethiraj, Ramesh S Damani and Chirag Doshi, subscribe and explore our latest analysis. #MidCaps #StockMarketIndia #BusinessNews #IndianEconomy #GovindrajEthiraj #TheCoreReport #TheCore Join The Core Insider to get access to perks:    / @thecore_in   Listeners! We await your feedback: https://tinyurl.com/TCR-Listener-Survey The Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to [email protected] for sponsorships & brand studio requirements. For more of our coverage check out thecore.in (https://www.thecore.in/) Support the Core Report (https://tinyurl.com/Support-the-Core-...) Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp...) Subscribe to our Newsletter (https://www.thecore.in/newsletters/th...) Follow Us on Social Media for More Updates: Twitter (  / the_core_in  ) Instagram (  / the.core.in  ) Facebook (  / thecore.biz  ) Linkedin (  / thecore-in  ) Youtube (   / @thecore_in  )