#925 Markets Are Savouring The Return Of FIIs
On Episode 925 of The Core Report, financial journalist Govindraj Ethiraj talks to Harsh Gupta Madhusudan, Fund Manager & Chief Equity Strategist at Ionic Wealth, a part of Angel One.SHOW NOTES(00:00) The Take(04:50) Markets Are Savouring The Return Of FIIs And Hope(07:20) India Exports To The UK Are Quite Low And Low Market Share Alone Does Not Signal A Big Opportunity.(10:11) Garments Offer The Biggest Opportunity In India’s Exports To The UK But Other Areas Need Work.(12:53) A Structural Long Term View On The Markets.(27:40) The AI World Is Surprising Us By Hiring Graduates Of A Discipline…
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