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#105 India’s Stocks Are Down But There Is Good News On Bonds

The Core Report
The Core Report
Episode • Sep 25, 2023 • 21m

On today’s episode, financial journalist Govindraj Ethiraj talks to Journalist and columnist on trade issues Shankkar Aiyyar. We've also featured an excerpt from Episode #104 featuring Louis-Vincent Gave, founding partner and CEO of Gavekal, one of the world's leading providers of investment research.
 
SHOW NOTES

  • [00:00] Stories Of The Day
  • [00:46] India’s stocks are down but there is good news on bonds
  • [05:39] The World Trade Organisation lumps India with an unusual trading bloc
  • [13:01] Murdoch steps down from NewsCorp and the media assets he sold to Disney are on sale.
  • [16:45] Factories are leaving China but which ones?

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