⁠What’s Really Pressuring Indian Markets Right Now? | Govindraj Ethiraj | The Core Report скачать в хорошем качестве

⁠What’s Really Pressuring Indian Markets Right Now? | Govindraj Ethiraj | The Core Report

On Episode 691 of The Core Report, financial journalist Govindraj Ethiraj talks to Rohit Jain, Partner at Economic Laws Practice. We also feature an excerpt from our recent weekend edition featuring energy expert Dr Anas Al Hajji. ____________________________________________ 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 (00:50) Why Indian markets are still under pressure (02:23) Why global investors are returning to China (04:50) Gold, silver hit fresh record highs, what’s next? (06:21) Lower GST rates will hit sales numbers of consumer product companies even as HUL warns of turbulence in the next few months Markets Under Pressure: Markets remain under stress with benchmarks logging seven straight losses, the longest streak in months. Despite record IPO fundraising of $19 billion, foreign investors keep selling, while domestic investors are holding up the floor by absorbing IPOs. Much of the IPO cash is going to exits by promoters, employees, venture capital, and private equity, not into fresh growth. At the same time, foreign funds are pivoting back to China after years of retreat, fueling a $2.7 trillion rally led by AI, chip breakthroughs, and tech giants like Alibaba. Analysts warn this rotation could weigh on India where valuations are high and inflows fragile. Sensex and Nifty closed flat after swings, with the market awaiting the Reserve Bank of India’s policy decision. The rupee slid to Rs.88.76, near an all-time low, pressured by portfolio outflows and dollar demand. In contrast, gold surged to records near $3,800 an ounce and silver hit historic highs. Analysts at UBS and Deutsche Bank expect bullion to climb further, powered by Fed rate cut bets and strong official demand. Decoding GST Rate Cuts: The government’s GST cuts are beginning to influence consumption. Hindustan Unilever said short-term disruptions are visible as distributors clear old stock, with growth seen stabilizing only from November. Dhairyashil Patil of the Consumer Products Distributor Federation highlighted transitional challenges. Tax expert Rohit Jain of ELP explained that companies are balancing inventory pressures with longer-term optimism as lower rates filter through supply chains. Will We See Fresh Interest Rate Cuts: Economists expect RBI to hold rates at 5.5 percent, though some banks point to an “insurance cut” to shield against external risks. The central bank has already cut by 100 basis points since early 2025. Moody’s affirmed India’s BAA3 rating with a stable outlook citing strong growth and resilience, even as fiscal weakness lingers. S&P Global recently upgraded India’s sovereign rating for the first time in 18 years, boosting long-term confidence. Oil and Trade: Oil prices remain near $70 a barrel, but U.S. pressure on India to scale down Russian oil imports adds uncertainty. China and Turkey continue heavy buying, exposing India’s delicate position in global trade. On The Core Report, energy economist Dr. Anas Al Hajji explained how shifting buyer baskets could reshape global oil flows and why India must adopt a smarter strategy to protect energy security while balancing geopolitical pressure. Stay tuned to The Core Report with Govindraj Ethiraj as we track what’s really pressuring Indian markets right now. From IPOs and RBI policy to gold prices, GST cuts and global oil trade, we bring clarity on the forces shaping Sensex, Nifty and the rupee. Subscribe for sharper business insights. #IndianMarkets #StockMarketNews #GlobalEconomy #TheCoreReport 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  )